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

Carson Advisory’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	$237K	Sell	1,622 -243	-13%	-$36.2K	0.12%	164
2025 Q4	$260K	Sell	1,865 -350	-16%	-$48.7K	0.13%	150
2025 Q3	$310K	Buy	2,215 +33	+2%	+$4.6K	0.17%	122
2025 Q2	$296K	Hold	2,182	–	–	0.19%	118
2025 Q1	$296K	Sell	2,182 -165	-7%	-$22.2K	0.2%	117
2024 Q4	$310K	Sell	2,347 -3,490	-60%	-$487K	0.22%	113
2024 Q3	$829K	Buy	5,837 +15	+0.3%	+$2.03K	0.52%	54
2024 Q2	$740K	Sell	5,822 -36	-0.6%	-$4.64K	0.52%	58
2024 Q1	$769K	Buy	5,858 +14	+0.2%	+$1.76K	0.54%	53
2023 Q4	$730K	Buy	5,844 +15	+0.3%	+$1.76K	0.57%	55
2023 Q3	$670K	Sell	5,829 -304	-5%	-$37.1K	0.59%	53
2023 Q2	$752K	Buy	6,133 +436	+8%	+$53.3K	0.64%	47
2023 Q1	$705K	Buy	5,697 +1,036	+22%	+$130K	0.63%	48
2022 Q4	$583K	Buy	4,661 +258	+6%	+$31.9K	0.56%	52
2022 Q3	$491K	Buy	4,403 +13	+0.3%	+$1.6K	0.54%	56
2022 Q2	$521K	Buy	4,390 +13	+0.3%	+$1.62K	0.58%	52
2022 Q1	$561K	Buy	4,377 +13	+0.3%	+$1.64K	0.56%	51
2021 Q4	$564K	Buy	+4,364	New	+$543K	0.57%	50

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

Carson Advisory's SDY Position: Q1 2026 in Review

Carson Advisory reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 13% in Q1 2026, selling an estimated $36.2K and leaving 1,622 shares worth $237K. The position accounts for 0.12% of the portfolio, ranked #164.

Carson Advisory first reported a position in SDY in Q4 2021 and has held it in 18 quarters since. The position peaked at $829K in Q3 2024. 1,234 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Carson Advisory held 1,622 shares of State Street SPDR S&P Dividend ETF worth $237K as of Q1 2026.
Carson Advisory sold 243 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $36.2K.
State Street SPDR S&P Dividend ETF made up 0.12% of Carson Advisory's portfolio in Q1 2026, its #164 holding.
Carson Advisory first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 18 quarters since.
Carson Advisory's State Street SPDR S&P Dividend ETF position peaked at $829K in Q3 2024.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.