Brio Consultants’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Brio Consultants’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	$232K	Buy	1,559 +3	+0.2%	+$447	0.03%	135
2025 Q4	$217K	Buy	1,556 +20	+1%	+$2.78K	0.03%	139
2025 Q3	$215K	Buy	1,536 +3	+0.2%	+$418	0.03%	130
2025 Q2	$208K	Buy	1,533 +4	+0.3%	+$530	0.03%	127
2025 Q1	$207K	Buy	1,529 +4	+0.3%	+$538	0.03%	111
2024 Q4	$201K	Buy	1,525 +4	+0.3%	+$559	0.03%	111
2024 Q3	$216K	Buy	+1,521	New	+$206K	0.03%	101
2024 Q1	–	Sell	-1,947	Closed	-$243K	–	100
2023 Q4	$243K	Sell	1,947 -99	-5%	-$11.6K	0.04%	92
2023 Q3	$235K	Buy	2,046 +14	+0.7%	+$1.71K	0.04%	84
2023 Q2	$249K	Buy	2,032 +13	+0.6%	+$1.59K	0.05%	86
2023 Q1	$250K	Buy	2,019 +12	+0.6%	+$1.51K	0.05%	82
2022 Q4	$251K	Buy	2,007 +14	+0.7%	+$1.73K	0.05%	82
2022 Q3	$235K	Sell	1,993 -14	-0.7%	-$1.72K	0.05%	87
2022 Q2	$238K	Buy	+2,007	New	+$250K	0.05%	71

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

Brio Consultants's SDY Position: Q1 2026 in Review

Brio Consultants increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.19% in Q1 2026, buying an estimated $447 and bringing the position to 1,559 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #135.

Brio Consultants first reported a position in SDY in Q2 2022 and has held it in 14 quarters since. The position peaked at $251K in Q4 2022. 1,234 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Brio Consultants held 1,559 shares of State Street SPDR S&P Dividend ETF worth $232K as of Q1 2026.
Brio Consultants bought 3 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $447.
State Street SPDR S&P Dividend ETF made up 0.03% of Brio Consultants's portfolio in Q1 2026, its #135 holding.
Brio Consultants first reported a position in State Street SPDR S&P Dividend ETF in Q2 2022 and has held it in 14 quarters since.
Brio Consultants's State Street SPDR S&P Dividend ETF position peaked at $251K in Q4 2022.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.