Westmount Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Westmount Partners’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.3M	Sell	8,526 -114	-1%	-$17K	0.28%	79
2026 Q1	$1.26M	Buy	8,640 +14	+0.2%	+$2.09K	0.31%	71
2025 Q4	$1.2M	Sell	8,626 -194	-2%	-$27K	0.3%	68
2025 Q3	$1.23M	Sell	8,820 -188	-2%	-$26.2K	0.32%	66
2025 Q2	$1.22M	Buy	9,008 +30	+0.3%	+$3.98K	0.34%	64
2025 Q1	$1.22M	Buy	8,978 +25	+0.3%	+$3.36K	0.37%	57
2024 Q4	$1.18M	Buy	8,953 +33	+0.4%	+$4.61K	0.36%	55
2024 Q3	$1.27M	Buy	8,920 +23	+0.3%	+$3.11K	0.38%	53
2024 Q2	$1.12M	Buy	8,897 +27	+0.3%	+$3.48K	0.37%	56
2024 Q1	$1.16M	Buy	8,870 +23	+0.3%	+$2.88K	0.42%	50
2023 Q4	$1.11M	Sell	8,847 -12	-0.1%	-$1.41K	0.45%	48
2023 Q3	$1.02M	Hold	8,859	–	–	0.45%	46
2023 Q2	$1.09M	Buy	8,859 +12	+0.1%	+$1.47K	0.47%	42
2023 Q1	$1.09M	Sell	8,847 -130	-1%	-$16.4K	0.51%	39
2022 Q4	$1.12M	Buy	+8,977	New	+$1.11M	0.58%	35

Other funds holding SDY

WFM

Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

RPWA

Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

KIA

Koenig Investment Advisory Ashland, Oregon $129M AUM

Westmount Partners's SDY Position: Q2 2026 in Review

Westmount Partners reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.3% in Q2 2026, selling an estimated $17K and leaving 8,526 shares worth $1.3M. The position accounts for 0.28% of the portfolio, ranked #79.

Westmount Partners first reported a position in SDY in Q4 2022 and has held it in 15 quarters since. 198 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Westmount Partners held 8,526 shares of State Street SPDR S&P Dividend ETF worth $1.3M as of Q2 2026.
Westmount Partners sold 114 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $17K.
State Street SPDR S&P Dividend ETF made up 0.28% of Westmount Partners's portfolio in Q2 2026, its #79 holding.
Westmount Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 15 quarters since.
198 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.