YHB Investment Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

YHB Investment Advisors’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	$464K	Sell	3,049 -235	-7%	-$35K	0.03%	222
2026 Q1	$479K	Sell	3,284 -66	-2%	-$9.83K	0.03%	218
2025 Q4	$466K	Sell	3,350 -375	-10%	-$52.2K	0.03%	218
2025 Q3	$522K	Sell	3,725 -145	-4%	-$20.2K	0.04%	205
2025 Q2	$525K	Sell	3,870 -110	-3%	-$14.6K	0.04%	205
2025 Q1	$540K	Buy	3,980 +51	+1%	+$6.86K	0.05%	197
2024 Q4	$519K	Sell	3,929 -62	-2%	-$8.66K	0.04%	198
2024 Q3	$567K	Sell	3,991 -258	-6%	-$34.9K	0.05%	193
2024 Q2	$540K	Buy	4,249 +239	+6%	+$30.8K	0.05%	189
2024 Q1	$526K	Sell	4,010 -1,242	-24%	-$156K	0.05%	188
2023 Q4	$656K	Sell	5,252 -1,310	-20%	-$154K	0.06%	165
2023 Q3	$755K	Sell	6,562 -331	-5%	-$40.4K	0.07%	154
2023 Q2	$845K	Buy	6,893 +183	+3%	+$22.4K	0.08%	152
2023 Q1	$830K	Buy	6,710 +576	+9%	+$72.5K	0.08%	152
2022 Q4	$767K	Buy	6,134 +303	+5%	+$37.4K	0.08%	157
2022 Q3	$650K	Buy	5,831 +102	+2%	+$12.6K	0.07%	169
2022 Q2	$680K	Buy	5,729 +209	+4%	+$26.1K	0.07%	168
2022 Q1	$707K	Buy	5,520 +1,038	+23%	+$131K	0.06%	175
2021 Q4	$579K	Buy	4,482 +796	+22%	+$99.1K	0.05%	201
2021 Q3	$433K	Sell	3,686 -214	-5%	-$26.2K	0.04%	205
2021 Q2	$477K	Buy	3,900 +524	+16%	+$64.8K	0.04%	204
2021 Q1	$410K	Buy	3,376 +265	+9%	+$29.7K	0.04%	210
2020 Q4	$330K	Buy	3,111 +519	+20%	+$52.5K	0.03%	222
2020 Q3	$240K	Buy	+2,592	New	+$244K	0.03%	234

Other funds holding SDY

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

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

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

CFS

CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

YHB Investment Advisors's SDY Position: Q2 2026 in Review

YHB Investment Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 7.2% in Q2 2026, selling an estimated $35K and leaving 3,049 shares worth $464K. The position accounts for 0.03% of the portfolio, ranked #222.

YHB Investment Advisors first reported a position in SDY in Q3 2020 and has held it in 24 quarters since. The position peaked at $845K in Q2 2023. 436 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

YHB Investment Advisors held 3,049 shares of State Street SPDR S&P Dividend ETF worth $464K as of Q2 2026.
YHB Investment Advisors sold 235 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $35K.
State Street SPDR S&P Dividend ETF made up 0.03% of YHB Investment Advisors's portfolio in Q2 2026, its #222 holding.
YHB Investment Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q3 2020 and has held it in 24 quarters since.
YHB Investment Advisors's State Street SPDR S&P Dividend ETF position peaked at $845K in Q2 2023.
436 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.