Woodmont Investment Counsel’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Woodmont Investment Counsel’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	$474K	Buy	3,114 +10	+0.3%	+$1.49K	0.03%	203
2026 Q1	$453K	Buy	3,104 +9	+0.3%	+$1.34K	0.03%	198
2025 Q4	$431K	Sell	3,095 -53	-2%	-$7.37K	0.03%	197
2025 Q3	$441K	Buy	3,148 +10	+0.3%	+$1.4K	0.03%	195
2025 Q2	$426K	Sell	3,138 -128	-4%	-$17K	0.03%	210
2025 Q1	$443K	Buy	3,266 +663	+25%	+$89.2K	0.03%	202
2024 Q4	$344K	Buy	2,603 +11	+0.4%	+$1.54K	0.03%	215
2024 Q3	$368K	Buy	+2,592	New	+$351K	0.03%	204
2024 Q2	–	Sell	-1,177	Closed	-$154K	–	338
2024 Q1	$154K	Buy	+1,177	New	+$148K	0.01%	265
2017 Q2	–	Sell	-17,818	Closed	-$1.52M	–	187
2017 Q1	$1.52M	Hold	17,818	–	–	0.44%	74
2016 Q4	$1.52M	Hold	17,818	–	–	0.44%	76
2016 Q3	$1.5M	Sell	17,818 -330	-2%	-$28.1K	0.43%	70
2016 Q2	$1.52M	Buy	18,148 +2,230	+14%	+$181K	0.46%	69
2016 Q1	$1.27M	Buy	15,918 +3,450	+28%	+$256K	0.38%	78
2015 Q4	$917K	Hold	12,468	–	–	0.27%	97
2015 Q3	$900K	Buy	12,468 +3,500	+39%	+$263K	0.27%	96
2015 Q2	$683K	Buy	8,968 +422	+5%	+$33.1K	0.2%	112
2015 Q1	$668K	Sell	8,546 -957	-10%	-$75.1K	0.21%	110
2014 Q4	$749K	Hold	9,503	–	–	0.23%	112
2014 Q3	$712K	Hold	9,503	–	–	0.2%	130
2014 Q2	$728K	Sell	9,503 -9,486	-50%	-$711K	0.21%	126
2014 Q1	$1.4M	Buy	18,989 +250	+1%	+$18K	0.41%	80
2013 Q4	$1.36M	Sell	18,739 -1,573	-8%	-$113K	0.41%	80
2013 Q3	$1.4M	Buy	20,312 +375	+2%	+$25.9K	0.51%	66
2013 Q2	$1.32M	Buy	+19,937	New	+$1.34M	0.44%	75

Other funds holding SDY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

MSA

Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WFM

Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Woodmont Investment Counsel's SDY Position: Q2 2026 in Review

Woodmont Investment Counsel increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.32% in Q2 2026, buying an estimated $1.49K and bringing the position to 3,114 shares worth $474K. The position accounts for 0.03% of the portfolio, ranked #203.

Woodmont Investment Counsel first reported a position in SDY in Q2 2013 and has held it in 25 quarters since. The position peaked at $1.52M in Q1 2017. 681 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Woodmont Investment Counsel held 3,114 shares of State Street SPDR S&P Dividend ETF worth $474K as of Q2 2026.
Woodmont Investment Counsel bought 10 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $1.49K.
State Street SPDR S&P Dividend ETF made up 0.03% of Woodmont Investment Counsel's portfolio in Q2 2026, its #203 holding.
Woodmont Investment Counsel first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and has held it in 25 quarters since.
Woodmont Investment Counsel's State Street SPDR S&P Dividend ETF position peaked at $1.52M in Q1 2017.
681 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.