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

Delos Wealth 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 		$24.8K Hold
170
– – 0.01% 148
2025
Q4 		$23.7K Sell
170
-40
-19% -$5.57K 0.02% 130
2025
Q3 		$29.4K Buy
+210
New +$29.3K 0.02% 138
2021
Q4 		– Sell
-4
Closed – – 470
2021
Q3 		$0 Buy
+4
New +$490 ﹤0.01% 247

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Delos Wealth Advisors's SDY Position: Q1 2026 in Review

Delos Wealth Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 170 shares worth $24.8K. The position accounts for 0.01% of the portfolio, ranked #148.

Delos Wealth Advisors first reported a position in SDY in Q3 2021 and has held it in 4 quarters since. The position peaked at $29.4K in Q3 2025. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • Delos Wealth Advisors held 170 shares of State Street SPDR S&P Dividend ETF worth $24.8K as of Q1 2026.
  • Delos Wealth Advisors 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 Delos Wealth Advisors's portfolio in Q1 2026, its #148 holding.
  • Delos Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q3 2021 and has held it in 4 quarters since.
  • Delos Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $29.4K in Q3 2025.
  • 1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.