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

BIP 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	$1.08M	Sell	7,400 -151	-2%	-$22.5K	0.04%	188
2025 Q4	$1.05M	Buy	7,551 +3,038	+67%	+$423K	0.04%	211
2025 Q3	$632K	Buy	4,513 +1,821	+68%	+$254K	0.03%	158
2025 Q2	$365K	Hold	2,692	–	–	0.02%	180
2025 Q1	$365K	Sell	2,692 -939	-26%	-$126K	0.02%	182
2024 Q4	$480K	Hold	3,631	–	–	0.03%	155
2024 Q3	$516K	Hold	3,631	–	–	0.04%	139
2024 Q2	$462K	Buy	3,631 +400	+12%	+$51.5K	0.04%	120
2024 Q1	$424K	Hold	3,231	–	–	0.03%	134
2023 Q4	$404K	Hold	3,231	–	–	0.03%	128
2023 Q3	$372K	Buy	3,231 +480	+17%	+$58.6K	0.03%	123
2023 Q2	$337K	Buy	+2,751	New	+$336K	0.03%	130

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

BIP Wealth's SDY Position: Q1 2026 in Review

BIP Wealth reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 2% in Q1 2026, selling an estimated $22.5K and leaving 7,400 shares worth $1.08M. The position accounts for 0.04% of the portfolio, ranked #188.

BIP Wealth first reported a position in SDY in Q2 2023 and has held it in 12 quarters since. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

BIP Wealth held 7,400 shares of State Street SPDR S&P Dividend ETF worth $1.08M as of Q1 2026.
BIP Wealth sold 151 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $22.5K.
State Street SPDR S&P Dividend ETF made up 0.04% of BIP Wealth's portfolio in Q1 2026, its #188 holding.
BIP Wealth first reported a position in State Street SPDR S&P Dividend ETF in Q2 2023 and has held it in 12 quarters since.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.