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

DecisionPoint Financial’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	$4.38K	Hold	30	–	–	﹤0.01%	230
2025 Q4	$4.17K	Hold	30	–	–	﹤0.01%	267
2025 Q3	$4.2K	Sell	30 -108	-78%	-$15.1K	﹤0.01%	183
2025 Q2	$19.1K	Buy	+138	New	+$18.3K	﹤0.01%	123
2024 Q2	–	Sell	-1	Closed	-$128	–	274
2024 Q1	$128	Buy	+1	New	+$125	﹤0.01%	264

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

DecisionPoint Financial's SDY Position: Q1 2026 in Review

DecisionPoint Financial held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 30 shares worth $4.38K. The position accounts for ﹤0.01% of the portfolio, ranked #230.

DecisionPoint Financial first reported a position in SDY in Q1 2024 and has held it in 5 quarters since. The position peaked at $19.1K in Q2 2025. 1,234 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

DecisionPoint Financial held 30 shares of State Street SPDR S&P Dividend ETF worth $4.38K as of Q1 2026.
DecisionPoint Financial left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of DecisionPoint Financial's portfolio in Q1 2026, its #230 holding.
DecisionPoint Financial first reported a position in State Street SPDR S&P Dividend ETF in Q1 2024 and has held it in 5 quarters since.
DecisionPoint Financial's State Street SPDR S&P Dividend ETF position peaked at $19.1K in Q2 2025.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.