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Arkadios Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Arkadios Wealth 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
Q1 		$6.25M Sell
42,854
-921
-2% -$137K 0.1% 231
2025
Q4 		$6.09M Buy
43,775
+19,130
+78% +$2.66M 0.12% 186
2025
Q3 		$3.45M Sell
24,645
-621
-2% -$86.6K 0.08% 258
2025
Q2 		$3.43M Buy
25,266
+5,043
+25% +$669K 0.1% 217
2025
Q1 		$2.74M Buy
20,223
+3,168
+19% +$426K 0.1% 227
2024
Q4 		$2.25M Sell
17,055
-474
-3% -$66.2K 0.12% 158
2024
Q3 		$2.49M Buy
17,529
+564
+3% +$76.3K 0.14% 150
2024
Q2 		$2.16M Buy
16,965
+12,707
+298% +$1.64M 0.15% 153
2024
Q1 		$559K Buy
4,258
+2
+0% +$251 0.04% 364
2023
Q4 		$532K Buy
4,256
+1
+0% +$117 0.05% 350
2023
Q3 		$489K Buy
4,255
+2
+0% +$244 0.05% 344
2023
Q2 		$521K Sell
4,253
-721
-14% -$88.1K 0.06% 294
2023
Q1 		$615K Buy
4,974
+2
+0% +$252 0.07% 268
2022
Q4 		$622K Buy
4,972
+602
+14% +$74.4K 0.08% 251
2022
Q3 		$487K Buy
4,370
+698
+19% +$86K 0.07% 274
2022
Q2 		$436K Sell
3,672
-589
-14% -$73.4K 0.06% 310
2022
Q1 		$546K Buy
4,261
+1
+0% +$126 0.07% 296
2021
Q4 		$550K Buy
4,260
+3,783
+793% +$471K 0.07% 307
2021
Q3 		$56K Sell
477
-5,424
-92% -$664K 0.01% 844
2021
Q2 		$721K Sell
5,901
-134
-2% -$16.6K 0.09% 258
2021
Q1 		$712K Buy
6,035
+2,934
+95% +$329K 0.12% 198
2020
Q4 		$328K Buy
3,101
+2,705
+683% +$274K 0.07% 249
2020
Q3 		$38.6K Buy
396
+1
+0.3% +$94 0.02% 462
2020
Q2 		$36.2K Sell
395
-69
-15% -$6.07K 0.02% 416
2020
Q1 		$37.1K Buy
464
+1
+0.2% +$99 0.02% 383
2019
Q4 		$50.3K Buy
+463
New +$48.6K 0.03% 312

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Arkadios Wealth Advisors's SDY Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 2.1% in Q1 2026, selling an estimated $137K and leaving 42,854 shares worth $6.25M. The position accounts for 0.1% of the portfolio, ranked #231.

Arkadios Wealth Advisors first reported a position in SDY in Q4 2019 and has held it in 26 quarters since. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • Arkadios Wealth Advisors held 42,854 shares of State Street SPDR S&P Dividend ETF worth $6.25M as of Q1 2026.
  • Arkadios Wealth Advisors sold 921 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $137K.
  • State Street SPDR S&P Dividend ETF made up 0.1% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #231 holding.
  • Arkadios Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.