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

Berger 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 		$383K Sell
2,626
-2
-0.1% -$298 0.02% 328
2025
Q4 		$366K Buy
2,628
+185
+8% +$25.7K 0.02% 334
2025
Q3 		$342K Sell
2,443
-496
-17% -$69.2K 0.02% 328
2025
Q2 		$399K Sell
2,939
-37
-1% -$4.91K 0.03% 296
2025
Q1 		$404K Sell
2,976
-51
-2% -$6.86K 0.03% 288
2024
Q4 		$400K Sell
3,027
-38
-1% -$5.31K 0.03% 286
2024
Q3 		$435K Buy
3,065
+21
+0.7% +$2.84K 0.03% 249
2024
Q2 		$387K Buy
3,044
+84
+3% +$10.8K 0.03% 240
2024
Q1 		$389K Sell
2,960
-14
-0.5% -$1.76K 0.03% 238
2023
Q4 		$372K Sell
2,974
-54
-2% -$6.34K 0.04% 196
2023
Q3 		$348K Buy
3,028
+32
+1% +$3.91K 0.04% 189
2023
Q2 		$367K Buy
2,996
+5
+0.2% +$611 0.04% 192
2023
Q1 		$370K Sell
2,991
-65
-2% -$8.18K 0.04% 187
2022
Q4 		$382K Sell
3,056
-216
-7% -$26.7K 0.05% 181
2022
Q3 		$365K Buy
3,272
+236
+8% +$29.1K 0.05% 162
2022
Q2 		$360K Buy
3,036
+205
+7% +$25.6K 0.05% 162
2022
Q1 		$363K Buy
2,831
+4
+0.1% +$506 0.05% 179
2021
Q4 		$365K Buy
2,827
+564
+25% +$70.2K 0.05% 186
2021
Q3 		$266K Buy
2,263
+27
+1% +$3.31K 0.05% 174
2021
Q2 		$273K Buy
2,236
+16
+0.7% +$1.98K 0.05% 169
2021
Q1 		$262K Buy
2,220
+29
+1% +$3.25K 0.06% 160
2020
Q4 		$232K Buy
+2,191
New +$222K 0.04% 185

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

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

Berger Financial Group reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.08% in Q1 2026, selling an estimated $298 and leaving 2,626 shares worth $383K. The position accounts for 0.02% of the portfolio, ranked #328.

Berger Financial Group first reported a position in SDY in Q4 2020 and has held it in 22 quarters since. The position peaked at $435K in Q3 2024. 1,233 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • Berger Financial Group held 2,626 shares of State Street SPDR S&P Dividend ETF worth $383K as of Q1 2026.
  • Berger Financial Group sold 2 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $298.
  • State Street SPDR S&P Dividend ETF made up 0.02% of Berger Financial Group's portfolio in Q1 2026, its #328 holding.
  • Berger Financial Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and has held it in 22 quarters since.
  • Berger Financial Group's State Street SPDR S&P Dividend ETF position peaked at $435K in Q3 2024.
  • 1,233 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.