Westco Advisory Services’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$602K Sell
3,957
-55
-1% -$8.19K 0.36% 49
2026
Q1
$586K Buy
4,012
+20
+0.5% +$2.98K 0.38% 50
2025
Q4
$556K Buy
+3,992
New +$555K 0.34% 51

Other funds holding SDY

Westco Advisory Services's SDY Position: Q2 2026 in Review

Westco Advisory Services reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.4% in Q2 2026, selling an estimated $8.19K and leaving 3,957 shares worth $602K. The position accounts for 0.36% of the portfolio, ranked #49.

Westco Advisory Services first reported a position in SDY in Q4 2025 and has held it in 3 quarters since. 1,234 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Westco Advisory Services held 3,957 shares of State Street SPDR S&P Dividend ETF worth $602K as of Q2 2026.
  • Westco Advisory Services sold 55 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $8.19K.
  • State Street SPDR S&P Dividend ETF made up 0.36% of Westco Advisory Services's portfolio in Q2 2026, its #49 holding.
  • Westco Advisory Services first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Westco Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.