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

Clearstead Advisors’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	$40.9M	Buy	280,240 +4,963	+2%	+$740K	0.37%	59
2025 Q4	$38.3M	Sell	275,277 -1,892	-0.7%	-$263K	0.48%	49
2025 Q3	$38.8M	Sell	277,169 -2,890	-1%	-$403K	0.51%	44
2025 Q2	$38M	Buy	280,059 +5,914	+2%	+$784K	0.53%	41
2025 Q1	$37.2M	Sell	274,145 -14,441	-5%	-$1.94M	0.58%	39
2024 Q4	$38.1M	Buy	288,586 +1,115	+0.4%	+$156K	0.58%	36
2024 Q3	$40.8M	Sell	287,471 -309	-0.1%	-$41.8K	0.63%	35
2024 Q2	$36.6M	Buy	287,780 +42,791	+17%	+$5.51M	0.62%	34
2024 Q1	$32.2M	Sell	244,989 -4,174	-2%	-$524K	1.59%	11
2023 Q4	$31.1M	Sell	249,163 -322,109	-56%	-$37.8M	1.65%	11
2023 Q3	$65.7M	Buy	571,272 +286,494	+101%	+$35M	1.91%	6
2023 Q2	$34.9M	Buy	284,778 +221	+0.1%	+$27K	2.12%	6
2023 Q1	$35.2M	Buy	284,557 +28,709	+11%	+$3.61M	2.56%	6
2022 Q4	$32M	Buy	255,848 +89,101	+53%	+$11M	2.51%	6
2022 Q3	$18.6M	Buy	166,747 +14,225	+9%	+$1.75M	1.71%	11
2022 Q2	$18.1M	Sell	152,522 -2,293	-1%	-$286K	1.41%	13
2022 Q1	$19.8M	Sell	154,815 -4,545	-3%	-$574K	1.35%	13
2021 Q4	$20.6M	Sell	159,360 -4,733	-3%	-$589K	1.4%	12
2021 Q3	$19.3M	Sell	164,093 -2,831	-2%	-$347K	1.44%	13
2021 Q2	$20.4M	Sell	166,924 -4,627	-3%	-$572K	1.57%	13
2021 Q1	$20.2M	Sell	171,551 -5,225	-3%	-$586K	1.69%	11
2020 Q4	$18.7M	Sell	176,776 -7,986	-4%	-$808K	1.7%	11
2020 Q3	$17.1M	Sell	184,762 -24,733	-12%	-$2.33M	1.83%	10
2020 Q2	$19.1M	Sell	209,495 -5,947	-3%	-$523K	2.21%	7
2020 Q1	$17.2M	Buy	215,442 +15,398	+8%	+$1.52M	2.51%	7
2019 Q4	$21.5M	Buy	200,044 +3,209	+2%	+$337K	2.61%	8
2019 Q3	$20.2M	Buy	196,835 +1,166	+0.6%	+$118K	2.7%	8
2019 Q2	$19.7M	Buy	195,669 +6,506	+3%	+$651K	2.63%	6
2019 Q1	$18.8M	Sell	189,163 -4,565	-2%	-$439K	2.59%	5
2018 Q4	$17.3M	Sell	193,728 -10,840	-5%	-$1.02M	2.7%	5
2018 Q3	$20M	Buy	204,568 +915	+0.4%	+$88.7K	2.75%	6
2018 Q2	$18.9M	Sell	203,653 -3,642	-2%	-$335K	2.69%	6
2018 Q1	$18.9M	Buy	207,295 +781	+0.4%	+$73K	2.74%	7
2017 Q4	$19.5M	Sell	206,514 -8,570	-4%	-$803K	2.64%	7
2017 Q3	$19.6M	Sell	215,084 -5,187	-2%	-$465K	2.56%	7
2017 Q2	$19.6M	Buy	220,271 +19,987	+10%	+$1.77M	2.86%	7
2017 Q1	$17.7M	Buy	200,284 +954	+0.5%	+$83.4K	2.57%	7
2016 Q4	$17.1M	Buy	+199,330	New	+$16.7M	2.76%	6

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

Clearstead Advisors's SDY Position: Q1 2026 in Review

Clearstead Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 1.8% in Q1 2026, buying an estimated $740K and bringing the position to 280,240 shares worth $40.9M. The position accounts for 0.37% of the portfolio, ranked #59.

Clearstead Advisors first reported a position in SDY in Q4 2016 and has held it in 38 quarters since. The position peaked at $65.7M in Q3 2023. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Clearstead Advisors held 280,240 shares of State Street SPDR S&P Dividend ETF worth $40.9M as of Q1 2026.
Clearstead Advisors bought 4,963 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $740K.
State Street SPDR S&P Dividend ETF made up 0.37% of Clearstead Advisors's portfolio in Q1 2026, its #59 holding.
Clearstead Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2016 and has held it in 38 quarters since.
Clearstead Advisors's State Street SPDR S&P Dividend ETF position peaked at $65.7M in Q3 2023.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.