Planning Strategies Inc.’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Planning Strategies Inc.’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	$7.3K	Buy	+48	New	+$7.15K	﹤0.01%	372

Other funds holding SDY

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

Planning Strategies Inc.'s SDY Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q2 2026: 48 shares worth $7.3K. The stake represents ﹤0.01% of the portfolio and ranks #372 among its holdings.

571 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Planning Strategies Inc. held 48 shares of State Street SPDR S&P Dividend ETF worth $7.3K as of Q2 2026.
State Street SPDR S&P Dividend ETF was a new Planning Strategies Inc. position in Q2 2026.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #372 holding.
571 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.