Woodard & Company Asset Management Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Woodard & Company Asset Management Group’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	$232K	Hold	1,525	–	–	0.03%	112
2026 Q1	$223K	Sell	1,525 -100	-6%	-$14.9K	0.04%	108
2025 Q4	$226K	Hold	1,625	–	–	0.04%	109
2025 Q3	$228K	Hold	1,625	–	–	0.04%	98
2025 Q2	$221K	Hold	1,625	–	–	0.04%	94
2025 Q1	$220K	Sell	1,625 -15	-0.9%	-$2.02K	0.05%	95
2024 Q4	$217K	Hold	1,640	–	–	0.05%	92
2024 Q3	$233K	Hold	1,640	–	–	0.05%	85
2024 Q2	$209K	Sell	1,640 -65	-4%	-$8.37K	0.05%	87
2024 Q1	$224K	Hold	1,705	–	–	0.06%	83
2023 Q4	$213K	Hold	1,705	–	–	0.06%	78
2023 Q3	$196K	Hold	1,705	–	–	0.07%	75
2023 Q2	$209K	Hold	1,705	–	–	0.07%	78
2023 Q1	$211K	Hold	1,705	–	–	0.07%	78
2022 Q4	$213K	Hold	1,705	–	–	0.08%	77
2022 Q3	$190K	Hold	1,705	–	–	0.09%	74
2022 Q2	$202K	Hold	1,705	–	–	0.08%	76
2022 Q1	$218K	Hold	1,705	–	–	0.09%	80
2021 Q4	$220K	Hold	1,705	–	–	0.1%	79
2021 Q3	$200K	Hold	1,705	–	–	0.12%	78
2021 Q2	$208K	Hold	1,705	–	–	0.12%	74
2021 Q1	$201K	Hold	1,705	–	–	0.13%	81
2020 Q4	$181K	Hold	1,705	–	–	0.11%	72
2020 Q3	$158K	Hold	1,705	–	–	0.1%	63
2020 Q2	$155K	Hold	1,705	–	–	0.1%	65
2020 Q1	$136K	Hold	1,705	–	–	0.1%	61
2019 Q4	$183K	Buy	+1,705	New	+$179K	0.11%	60
2018 Q4	–	Sell	-1,900	Closed	-$186K	–	195
2018 Q3	$186K	Hold	1,900	–	–	0.17%	50
2018 Q2	$176K	Sell	1,900 -790	-29%	-$72.7K	0.17%	50
2018 Q1	$245K	Sell	2,690 -130	-5%	-$12.1K	0.24%	41
2017 Q4	$266K	Buy	+2,820	New	+$264K	0.23%	44

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

Woodard & Company Asset Management Group's SDY Position: Q2 2026 in Review

Woodard & Company Asset Management Group held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 1,525 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #112.

Woodard & Company Asset Management Group first reported a position in SDY in Q4 2017 and has held it in 31 quarters since. The position peaked at $266K in Q4 2017. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Woodard & Company Asset Management Group held 1,525 shares of State Street SPDR S&P Dividend ETF worth $232K as of Q2 2026.
Woodard & Company Asset Management Group left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.03% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #112 holding.
Woodard & Company Asset Management Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and has held it in 31 quarters since.
Woodard & Company Asset Management Group's State Street SPDR S&P Dividend ETF position peaked at $266K in Q4 2017.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.