Wetzel Investment Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Wetzel Investment Advisors’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	$246K	Sell	1,619 -93	-5%	-$13.9K	0.09%	119
2026 Q1	$250K	Sell	1,712 -555	-24%	-$82.7K	0.1%	118
2025 Q4	$315K	Sell	2,267 -4	-0.2%	-$557	0.13%	97
2025 Q3	$318K	Sell	2,271 -62	-3%	-$8.65K	0.14%	93
2025 Q2	$317K	Sell	2,333 -3,615	-61%	-$479K	0.14%	93
2025 Q1	$807K	Sell	5,948 -460	-7%	-$61.9K	0.41%	44
2024 Q4	$846K	Sell	6,408 -280	-4%	-$39.1K	0.42%	44
2024 Q3	$950K	Sell	6,688 -423	-6%	-$57.2K	0.48%	40
2024 Q2	$933K	Buy	7,111 +5	+0.1%	+$644	0.53%	37
2024 Q1	$893K	Sell	7,106 -45	-0.6%	-$5.64K	0.53%	36
2023 Q4	$894K	Buy	+7,151	New	+$840K	0.55%	36

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wetzel Investment Advisors's SDY Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 5.4% in Q2 2026, selling an estimated $13.9K and leaving 1,619 shares worth $246K. The position accounts for 0.09% of the portfolio, ranked #119.

Wetzel Investment Advisors first reported a position in SDY in Q4 2023 and has held it in 11 quarters since. The position peaked at $950K in Q3 2024. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Wetzel Investment Advisors held 1,619 shares of State Street SPDR S&P Dividend ETF worth $246K as of Q2 2026.
Wetzel Investment Advisors sold 93 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $13.9K.
State Street SPDR S&P Dividend ETF made up 0.09% of Wetzel Investment Advisors's portfolio in Q2 2026, its #119 holding.
Wetzel Investment Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 11 quarters since.
Wetzel Investment Advisors's State Street SPDR S&P Dividend ETF position peaked at $950K in Q3 2024.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.