Whitaker-Myers Wealth Managers’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
Q1
Sell
-1,475
Closed -$205K 117
2025
Q4
$205K Sell
1,475
-336
-19% -$46.8K 0.04% 114
2025
Q3
$254K Buy
1,811
+250
+16% +$34.9K 0.06% 109
2025
Q2
$212K Buy
+1,561
New +$207K 0.05% 106

Other funds holding SDY

Whitaker-Myers Wealth Managers's SDY Position: Q1 2026 in Review

Whitaker-Myers Wealth Managers sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2026, closing a stake of 1,475 shares — an estimated $205K sold.

Whitaker-Myers Wealth Managers first reported a position in SDY in Q2 2025 and held it in 3 quarters. The position peaked at $254K in Q3 2025. 1,240 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • Whitaker-Myers Wealth Managers reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 1,475 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $205K.
  • Whitaker-Myers Wealth Managers first reported a position in State Street SPDR S&P Dividend ETF in Q2 2025 and held it in 3 quarters.
  • Whitaker-Myers Wealth Managers's State Street SPDR S&P Dividend ETF position peaked at $254K in Q3 2025.
  • 1,240 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q1 2026, filed 9 Apr 2026.