Xcel Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDY
JIC
Xcel Wealth Management's SDY Position: Q2 2026 in Review
Xcel Wealth Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.06% in Q2 2026, buying an estimated $149 and bringing the position to 1,639 shares worth $249K. The position accounts for 0.06% of the portfolio, ranked #134.
Xcel Wealth Management first reported a position in SDY in Q1 2026 and has held it in 2 quarters since. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.
- Xcel Wealth Management held 1,639 shares of State Street SPDR S&P Dividend ETF worth $249K as of Q2 2026.
- Xcel Wealth Management bought 1 State Street SPDR S&P Dividend ETF share in Q2 2026, an estimated $149.
- State Street SPDR S&P Dividend ETF made up 0.06% of Xcel Wealth Management's portfolio in Q2 2026, its #134 holding.
- Xcel Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2026 and has held it in 2 quarters since.
- 1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.
Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.