Bridgewealth Advisory Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bridgewealth Advisory 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	$234K	Hold	1,600	–	–	0.05%	113
2025 Q4	$223K	Sell	1,600 -125	-7%	-$17.4K	0.05%	116
2025 Q3	$242K	Hold	1,725	–	–	0.06%	104
2025 Q2	$234K	Buy	+1,725	New	+$229K	0.06%	99
2025 Q1	–	Sell	-1,764	Closed	-$238K	–	99
2024 Q4	$238K	Hold	1,764	–	–	0.07%	90
2024 Q3	$251K	Buy	+1,764	New	+$239K	0.09%	69
2024 Q1	–	Sell	-3,357	Closed	-$420K	–	84
2023 Q4	$420K	Sell	3,357 -1,534	-31%	-$180K	0.32%	46
2023 Q3	$563K	Sell	4,891 -374	-7%	-$45.6K	0.69%	33
2023 Q2	$645K	Sell	5,265 -55	-1%	-$6.72K	1.05%	20
2023 Q1	$658K	Buy	5,320 +186	+4%	+$23.4K	1.21%	17
2022 Q4	$642K	Buy	+5,134	New	+$634K	1.26%	16

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

Bridgewealth Advisory Group's SDY Position: Q1 2026 in Review

Bridgewealth Advisory Group held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 1,600 shares worth $234K. The position accounts for 0.05% of the portfolio, ranked #113.

Bridgewealth Advisory Group first reported a position in SDY in Q4 2022 and has held it in 11 quarters since. The position peaked at $658K in Q1 2023. 1,233 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Bridgewealth Advisory Group held 1,600 shares of State Street SPDR S&P Dividend ETF worth $234K as of Q1 2026.
Bridgewealth Advisory 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 0.05% of Bridgewealth Advisory Group's portfolio in Q1 2026, its #113 holding.
Bridgewealth Advisory Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 11 quarters since.
Bridgewealth Advisory Group's State Street SPDR S&P Dividend ETF position peaked at $658K in Q1 2023.
1,233 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.