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Position history for WAWealthspire Advisors, LLC's holdings in SPDR S&P DIVIDEND ETF ETF

Wealthspire Advisors, LLC holds 58,979 shares of SDY (SPDR S&P DIVIDEND ETF ETF), worth $9M as of 2026-Q2. The position was increased (+8.1% shares). SDY represents 0.0% of Wealthspire Advisors, LLC's portfolio.

Current Value

$9M

Current Shares

58,979

Total Value Change

+$490,200

Total Shares Change

-759

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
58,979
+8.1%
$9M0.0%$152.18
30
2026-Q1
Increased
54,537
+0.6%
$8M0.1%$154.56
28
2025-Q4
Decreased
54,222
-3.4%
$7.5M0.1%$140.12
0
2025-Q3
Increased
56,128
+5.1%
$7.9M0.0%$138.29
29
2025-Q2
Decreased
53,407
-7.1%
$7.2M0.0%$133.44
0
2025-Q1
Increased
57,480
+3.3%
$7.8M0.0%$131.57
28
2024-Q4
Decreased
55,635
-6.9%
$7.3M0.1%$128.20
0
2024-Q3
Increased
59,738
+13.5%
$8.5M0.1%$136.90
31

Other major holders of SDY: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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