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Wilkins Miller Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Wilkins Miller Wealth Management’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 		$242K Sell
1,591
-360
-18% -$53.6K 0.13% 83
2026
Q1 		$285K Sell
1,951
-36
-2% -$5.36K 0.17% 76
2025
Q4 		$277K Sell
1,987
-83
-4% -$11.5K 0.16% 76
2025
Q3 		$290K Buy
2,070
+27
+1% +$3.77K 0.18% 77
2025
Q2 		$277K Buy
2,043
+8
+0.4% +$1.06K 0.19% 74
2025
Q1 		$276K Buy
2,035
+7
+0.3% +$941 0.21% 72
2024
Q4 		$268K Buy
+2,028
New +$283K 0.28% 57

Other funds holding SDY

WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Wilkins Miller Wealth Management's SDY Position: Q2 2026 in Review

Wilkins Miller Wealth Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 18% in Q2 2026, selling an estimated $53.6K and leaving 1,591 shares worth $242K. The position accounts for 0.13% of the portfolio, ranked #83.

Wilkins Miller Wealth Management first reported a position in SDY in Q4 2024 and has held it in 7 quarters since. The position peaked at $290K in Q3 2025. 378 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Wilkins Miller Wealth Management held 1,591 shares of State Street SPDR S&P Dividend ETF worth $242K as of Q2 2026.
  • Wilkins Miller Wealth Management sold 360 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $53.6K.
  • State Street SPDR S&P Dividend ETF made up 0.13% of Wilkins Miller Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Wilkins Miller Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 7 quarters since.
  • Wilkins Miller Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $290K in Q3 2025.
  • 378 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Wilkins Miller Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.