Blueprint Financial Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.69M Buy
25,272
+1,645
+7% +$245K 0.55% 33
2025
Q4
$3.29M Sell
23,627
-105
-0.4% -$14.6K 0.5% 42
2025
Q3
$3.32M Sell
23,732
-30
-0.1% -$4.18K 0.72% 40
2025
Q2
$3.23M Buy
+23,762
New +$3.15M 1.03% 27

Other funds holding SDY

Blueprint Financial Advisors's SDY Position: Q1 2026 in Review

Blueprint Financial Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 7% in Q1 2026, buying an estimated $245K and bringing the position to 25,272 shares worth $3.69M. The position accounts for 0.55% of the portfolio, ranked #33.

Blueprint Financial Advisors first reported a position in SDY in Q2 2025 and has held it in 4 quarters since. 1,234 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • Blueprint Financial Advisors held 25,272 shares of State Street SPDR S&P Dividend ETF worth $3.69M as of Q1 2026.
  • Blueprint Financial Advisors bought 1,645 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $245K.
  • State Street SPDR S&P Dividend ETF made up 0.55% of Blueprint Financial Advisors's portfolio in Q1 2026, its #33 holding.
  • Blueprint Financial Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Blueprint Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.