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

Bouchey 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	$1.78M	Hold	12,000	–	–	0.13%	43
2025 Q4	$1.67M	Hold	12,000	–	–	0.13%	42
2025 Q3	$1.68M	Hold	12,000	–	–	0.13%	38
2025 Q2	$1.63M	Hold	12,000	–	–	0.14%	38
2025 Q1	$1.63M	Hold	12,000	–	–	0.15%	40
2024 Q4	$1.59M	Hold	12,000	–	–	0.14%	41
2024 Q3	$1.7M	Hold	12,000	–	–	0.15%	39
2024 Q2	$1.53M	Hold	12,000	–	–	0.15%	41
2024 Q1	$1.57M	Hold	12,000	–	–	0.16%	41
2023 Q4	$1.5M	Hold	12,000	–	–	0.16%	37
2023 Q3	$1.38M	Hold	12,000	–	–	0.17%	34
2023 Q2	$1.47M	Hold	12,000	–	–	0.18%	33
2023 Q1	$1.48M	Hold	12,000	–	–	0.2%	33
2022 Q4	$1.5M	Hold	12,000	–	–	0.22%	31
2022 Q3	$1.34M	Hold	12,000	–	–	0.2%	35
2022 Q2	$1.42M	Hold	12,000	–	–	0.23%	30
2022 Q1	$1.54M	Sell	12,000 -12	-0.1%	-$1.52K	0.21%	31
2021 Q4	$1.55M	Hold	12,012	–	–	0.21%	36
2021 Q3	$1.41M	Hold	12,012	–	–	0.2%	35
2021 Q2	$1.47M	Hold	12,012	–	–	0.23%	28
2021 Q1	$1.42M	Buy	12,012 +1,000	+9%	+$112K	0.23%	29
2020 Q4	$1.17M	Hold	11,012	–	–	0.2%	30
2020 Q3	$1.02M	Hold	11,012	–	–	0.2%	31
2020 Q2	$1M	Hold	11,012	–	–	0.21%	30
2020 Q1	$879K	Buy	11,012 +12	+0.1%	+$1.18K	0.23%	33
2019 Q4	$1.18M	Hold	11,000	–	–	0.27%	33
2019 Q3	$1.13M	Hold	11,000	–	–	0.27%	32
2019 Q2	$1.11M	Hold	11,000	–	–	0.27%	32
2019 Q1	$1.09M	Hold	11,000	–	–	0.27%	34
2018 Q4	$985K	Sell	11,000 -1,150	-9%	-$108K	0.28%	35
2018 Q3	$1.19M	Sell	12,150 -252	-2%	-$24.4K	0.29%	34
2018 Q2	$1.15M	Sell	12,402 -20	-0.2%	-$1.84K	0.31%	32
2018 Q1	$1.13M	Sell	12,422 -63	-0.5%	-$5.89K	0.32%	31
2017 Q4	$1.18M	Buy	12,485 +35	+0.3%	+$3.28K	0.34%	36
2017 Q3	$1.14M	Sell	12,450 -5	-0%	-$448	0.36%	35
2017 Q2	$1.11M	Sell	12,455 -160	-1%	-$14.2K	0.35%	36
2017 Q1	$1.11M	Buy	12,615 +165	+1%	+$14.4K	0.39%	34
2016 Q4	$1.06M	Buy	12,450 +75	+0.6%	+$6.3K	0.44%	31
2016 Q3	$1.04M	Hold	12,375	–	–	0.41%	33
2016 Q2	$1.04M	Hold	12,375	–	–	0.42%	34
2016 Q1	$989K	Buy	12,375 +1,000	+9%	+$74.1K	0.42%	34
2015 Q4	$837K	Buy	11,375 +115	+1%	+$8.77K	0.36%	36
2015 Q3	$813K	Hold	11,260	–	–	0.39%	35
2015 Q2	$858K	Sell	11,260 -80	-0.7%	-$6.27K	0.37%	37
2015 Q1	$887K	Buy	11,340 +80	+0.7%	+$6.28K	0.4%	36
2014 Q4	$887K	Buy	11,260 +10	+0.1%	+$781	0.42%	37
2014 Q3	$843K	Sell	11,250 -1,430	-11%	-$109K	0.43%	40
2014 Q2	$971K	Hold	12,680	–	–	0.52%	39
2014 Q1	$933K	Hold	12,680	–	–	0.57%	37
2013 Q4	$918K	Buy	+12,680	New	+$911K	0.65%	35

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

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

Bouchey Financial Group held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 12,000 shares worth $1.78M. The position accounts for 0.13% of the portfolio, ranked #43.

Bouchey Financial Group first reported a position in SDY in Q4 2013 and has held it in 50 quarters since. 1,234 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Bouchey Financial Group held 12,000 shares of State Street SPDR S&P Dividend ETF worth $1.78M as of Q1 2026.
Bouchey Financial Group left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
State Street SPDR S&P Dividend ETF made up 0.13% of Bouchey Financial Group's portfolio in Q1 2026, its #43 holding.
Bouchey Financial Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2013 and has held it in 50 quarters since.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

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