Atomi Financial Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Atomi Financial Group’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	$636K	Buy	4,358 +3	+0.1%	+$447	0.02%	621
2025 Q4	$606K	Buy	4,355 +165	+4%	+$23K	0.02%	606
2025 Q3	$587K	Sell	4,190 -16	-0.4%	-$2.23K	0.02%	589
2025 Q2	$571K	Buy	4,206 +6	+0.1%	+$796	0.02%	531
2025 Q1	$570K	Sell	4,200 -49	-1%	-$6.59K	0.03%	479
2024 Q4	$561K	Buy	4,249 +199	+5%	+$27.8K	0.03%	438
2024 Q3	$575K	Sell	4,050 -88	-2%	-$11.9K	0.04%	401
2024 Q2	$526K	Sell	4,138 -111	-3%	-$14.3K	0.04%	379
2024 Q1	$558K	Sell	4,249 -2,319	-35%	-$291K	0.05%	314
2023 Q4	$821K	Sell	6,568 -92	-1%	-$10.8K	0.11%	166
2023 Q3	$766K	Buy	6,660 +1,864	+39%	+$228K	0.26%	105
2023 Q2	$588K	Sell	4,796 -48	-1%	-$5.86K	0.27%	114
2023 Q1	$599K	Buy	+4,844	New	+$609K	0.33%	85

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

Atomi Financial Group's SDY Position: Q1 2026 in Review

Atomi Financial Group increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.07% in Q1 2026, buying an estimated $447 and bringing the position to 4,358 shares worth $636K. The position accounts for 0.02% of the portfolio, ranked #621.

Atomi Financial Group first reported a position in SDY in Q1 2023 and has held it in 13 quarters since. The position peaked at $821K in Q4 2023. 1,233 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Atomi Financial Group held 4,358 shares of State Street SPDR S&P Dividend ETF worth $636K as of Q1 2026.
Atomi Financial Group bought 3 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $447.
State Street SPDR S&P Dividend ETF made up 0.02% of Atomi Financial Group's portfolio in Q1 2026, its #621 holding.
Atomi Financial Group first reported a position in State Street SPDR S&P Dividend ETF in Q1 2023 and has held it in 13 quarters since.
Atomi Financial Group's State Street SPDR S&P Dividend ETF position peaked at $821K in Q4 2023.
1,233 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.