Ashton Thomas Private Wealth’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Ashton Thomas Private Wealth’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	$813K	Sell	5,570 -76	-1%	-$11.3K	0.02%	586
2025 Q4	$786K	Buy	5,646 +214	+4%	+$29.8K	0.02%	549
2025 Q3	$761K	Sell	5,432 -3,924	-42%	-$547K	0.02%	544
2025 Q2	$1.27M	Sell	9,356 -674	-7%	-$89.4K	0.04%	358
2025 Q1	$1.36M	Buy	10,030 +7,804	+351%	+$1.05M	0.05%	319
2024 Q4	$294K	Buy	2,226 +564	+34%	+$78.8K	0.01%	633
2024 Q3	$236K	Buy	1,662 +3	+0.2%	+$406	0.01%	557
2024 Q2	$211K	Sell	1,659 -19	-1%	-$2.45K	0.01%	560
2024 Q1	$220K	Buy	1,678 +3	+0.2%	+$376	0.01%	560
2023 Q4	$209K	Buy	+1,675	New	+$197K	0.01%	553

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ashton Thomas Private Wealth's SDY Position: Q1 2026 in Review

Ashton Thomas Private Wealth reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.3% in Q1 2026, selling an estimated $11.3K and leaving 5,570 shares worth $813K. The position accounts for 0.02% of the portfolio, ranked #586.

Ashton Thomas Private Wealth first reported a position in SDY in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.36M in Q1 2025. 1,233 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Ashton Thomas Private Wealth held 5,570 shares of State Street SPDR S&P Dividend ETF worth $813K as of Q1 2026.
Ashton Thomas Private Wealth sold 76 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $11.3K.
State Street SPDR S&P Dividend ETF made up 0.02% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #586 holding.
Ashton Thomas Private Wealth first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 10 quarters since.
Ashton Thomas Private Wealth's State Street SPDR S&P Dividend ETF position peaked at $1.36M in Q1 2025.
1,233 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.