Beacon Bridge Wealth Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Beacon Bridge Wealth Partners’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	$614K	Hold	4,207	–	–	0.21%	67
2025 Q4	$585K	Sell	4,207 -52	-1%	-$7.24K	0.19%	70
2025 Q3	$596K	Buy	4,259 +234	+6%	+$32.6K	0.21%	63
2025 Q2	$546K	Hold	4,025	–	–	0.22%	57
2025 Q1	$546K	Sell	4,025 -177	-4%	-$23.8K	0.23%	62
2024 Q4	$555K	Sell	4,202 -828	-16%	-$116K	0.24%	61
2024 Q3	$714K	Sell	5,030 -319	-6%	-$43.1K	0.31%	55
2024 Q2	$680K	Sell	5,349 -1,690	-24%	-$218K	0.31%	56
2024 Q1	$924K	Sell	7,039 -5,001	-42%	-$627K	0.44%	48
2023 Q4	$1.5M	Sell	12,040 -11,434	-49%	-$1.34M	0.75%	36
2023 Q3	$2.7M	Buy	23,474 +1,949	+9%	+$238K	1.42%	20
2023 Q2	$2.64M	Buy	21,525 +2,383	+12%	+$291K	1.35%	19
2023 Q1	$2.37M	Sell	19,142 -866	-4%	-$109K	1.42%	19
2022 Q4	$2.5M	Buy	+20,008	New	+$2.47M	1.82%	15

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

Beacon Bridge Wealth Partners's SDY Position: Q1 2026 in Review

Beacon Bridge Wealth Partners held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 4,207 shares worth $614K. The position accounts for 0.21% of the portfolio, ranked #67.

Beacon Bridge Wealth Partners first reported a position in SDY in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.7M in Q3 2023. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Beacon Bridge Wealth Partners held 4,207 shares of State Street SPDR S&P Dividend ETF worth $614K as of Q1 2026.
Beacon Bridge Wealth Partners left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
State Street SPDR S&P Dividend ETF made up 0.21% of Beacon Bridge Wealth Partners's portfolio in Q1 2026, its #67 holding.
Beacon Bridge Wealth Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 14 quarters since.
Beacon Bridge Wealth Partners's State Street SPDR S&P Dividend ETF position peaked at $2.7M in Q3 2023.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.