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Winebrenner Capital Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Winebrenner Capital 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 		$1.48M Buy
9,710
+48
+0.5% +$7.15K 0.9% 29
2026
Q1 		$1.41M Buy
9,662
+7
+0.1% +$1.04K 0.91% 31
2025
Q4 		$1.34M Sell
9,655
-22
-0.2% -$3.06K 0.9% 33
2025
Q3 		$1.36M Buy
9,677
+70
+0.7% +$9.77K 0.97% 27
2025
Q2 		$1.3M Buy
9,607
+144
+2% +$19.1K 1.05% 27
2025
Q1 		$1.28M Sell
9,463
-180
-2% -$24.2K 1.16% 23
2024
Q4 		$1.27M Buy
+9,643
New +$1.35M 0.98% 28

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
CI
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
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Winebrenner Capital Management's SDY Position: Q2 2026 in Review

Winebrenner Capital Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.5% in Q2 2026, buying an estimated $7.15K and bringing the position to 9,710 shares worth $1.48M. The position accounts for 0.9% of the portfolio, ranked #29.

Winebrenner Capital Management first reported a position in SDY in Q4 2024 and has held it in 7 quarters since. 222 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Winebrenner Capital Management held 9,710 shares of State Street SPDR S&P Dividend ETF worth $1.48M as of Q2 2026.
  • Winebrenner Capital Management bought 48 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $7.15K.
  • State Street SPDR S&P Dividend ETF made up 0.9% of Winebrenner Capital Management's portfolio in Q2 2026, its #29 holding.
  • Winebrenner Capital Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 7 quarters since.
  • 222 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Winebrenner Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.