BCS Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

BCS Wealth Management’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	–	Sell	-2,214	Closed	-$308K	–	331
2025 Q4	$308K	Buy	+2,214	New	+$308K	0.03%	291
2025 Q3	–	Sell	-1,507	Closed	-$205K	–	267
2025 Q2	$205K	Buy	+1,507	New	+$200K	0.04%	250

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BCS Wealth Management's SDY Position: Q1 2026 in Review

BCS Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2026, closing a stake of 2,214 shares — an estimated $308K sold.

BCS Wealth Management first reported a position in SDY in Q2 2025 and held it in 2 quarters. The position peaked at $308K in Q4 2025. 1,240 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

BCS Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2026 after selling out during the quarter.
BCS Wealth Management sold 2,214 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $308K.
BCS Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2025 and held it in 2 quarters.
BCS Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $308K in Q4 2025.
1,240 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on BCS Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.