WFM
SDY icon

Wolff Financial Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Wolff Financial 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 		$40.1M Buy
263,340
+3,356
+1% +$500K 7.99% 4
2026
Q1 		$37.9M Buy
259,984
+5,809
+2% +$866K 8.38% 4
2025
Q4 		$35.4M Buy
254,175
+6,936
+3% +$965K 7.95% 4
2025
Q3 		$34.6M Buy
247,239
+9,123
+4% +$1.27M 8.04% 4
2025
Q2 		$32.3M Buy
238,116
+4,763
+2% +$632K 8.35% 4
2025
Q1 		$31.7M Buy
233,353
+1,672
+0.7% +$225K 8.77% 3
2024
Q4 		$30.6M Buy
231,681
+1,351
+0.6% +$189K 8.49% 4
2024
Q3 		$32.7M Buy
230,330
+7,516
+3% +$1.02M 8.89% 3
2024
Q2 		$28.3M Buy
222,814
+3,248
+1% +$418K 20.92% 2
2024
Q1 		$28.8M Buy
219,566
+3,338
+2% +$419K 8.4% 3
2023
Q4 		$27M Buy
216,228
+8,099
+4% +$951K 8.34% 3
2023
Q3 		$23.9M Buy
208,129
+6,248
+3% +$763K 8.17% 3
2023
Q2 		$24.7M Buy
201,881
+3,010
+2% +$368K 21.56% 1
2023
Q1 		$24.6M Sell
198,871
-3,874
-2% -$487K 8.57% 1
2022
Q4 		$25.4M Buy
202,745
+2,386
+1% +$295K 9.38% 1
2022
Q3 		$22.3M Buy
200,359
+5,497
+3% +$677K 10.2% 1
2022
Q2 		$23.1M Buy
194,862
+1,555
+0.8% +$194K 10.29% 1
2022
Q1 		$24.8M Buy
193,307
+1,373
+0.7% +$174K 9.83% 1
2021
Q4 		$24.8M Buy
191,934
+2,976
+2% +$370K 9.38% 2
2021
Q3 		$22.2M Buy
+188,958
New +$23.1M 19.3% 2
2021
Q1 		$20.7M Buy
175,571
+6,944
+4% +$778K 9.5% 1
2020
Q4 		$17.9M Buy
168,627
+1,887
+1% +$191K 9.36% 2
2020
Q3 		$15.4M Sell
166,740
-175
-0.1% -$16.5K 9.14% 2
2020
Q2 		$15.2M Sell
166,915
-327
-0.2% -$28.7K 9.68% 1
2020
Q1 		$13.4M Buy
167,242
+13,371
+9% +$1.32M 10.08% 1
2019
Q4 		$16.6M Buy
153,871
+4,138
+3% +$434K 10.98% 1
2019
Q3 		$15.4M Buy
149,733
+4,691
+3% +$473K 11.21% 1
2019
Q2 		$14.6M Buy
145,042
+8,103
+6% +$810K 11.26% 1
2019
Q1 		$13.6M Buy
136,939
+6,536
+5% +$628K 11.3% 1
2018
Q4 		$11.7M Buy
+130,403
New +$12.3M 11.36% 1

Other funds holding SDY

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
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Wolff Financial Management's SDY Position: Q2 2026 in Review

Wolff Financial Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 1.3% in Q2 2026, buying an estimated $500K and bringing the position to 263,340 shares worth $40.1M. The position accounts for 7.99% of the portfolio, ranked #4.

Wolff Financial Management first reported a position in SDY in Q4 2018 and has held it in 30 quarters since. 278 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Wolff Financial Management held 263,340 shares of State Street SPDR S&P Dividend ETF worth $40.1M as of Q2 2026.
  • Wolff Financial Management bought 3,356 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $500K.
  • State Street SPDR S&P Dividend ETF made up 7.99% of Wolff Financial Management's portfolio in Q2 2026, its #4 holding.
  • Wolff Financial Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and has held it in 30 quarters since.
  • 278 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.