Dynamic Wealth Strategies’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Dynamic Wealth Strategies’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	$118K	Buy	807 +707	+707%	+$105K	0.07%	110
2025 Q4	$13.9K	Hold	100	–	–	0.01%	192
2025 Q3	$14K	Hold	100	–	–	0.01%	188
2025 Q2	$13.6K	Hold	100	–	–	0.01%	185
2025 Q1	$13.6K	Buy	+100	New	+$13.4K	0.01%	185
2024 Q4	–	Sell	-100	Closed	-$14K	–	200
2024 Q3	$14K	Hold	100	–	–	0.01%	184
2024 Q2	$13K	Hold	100	–	–	0.01%	189
2024 Q1	$13K	Hold	100	–	–	0.01%	194
2023 Q4	$12.5K	Buy	+100	New	+$11.7K	0.01%	191

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

Dynamic Wealth Strategies's SDY Position: Q1 2026 in Review

Dynamic Wealth Strategies increased its State Street SPDR S&P Dividend ETF (SDY) stake by 707% in Q1 2026, buying an estimated $105K and bringing the position to 807 shares worth $118K. The position accounts for 0.07% of the portfolio, ranked #110.

Dynamic Wealth Strategies first reported a position in SDY in Q4 2023 and has held it in 9 quarters since. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Dynamic Wealth Strategies held 807 shares of State Street SPDR S&P Dividend ETF worth $118K as of Q1 2026.
Dynamic Wealth Strategies bought 707 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $105K.
State Street SPDR S&P Dividend ETF made up 0.07% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #110 holding.
Dynamic Wealth Strategies first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 9 quarters since.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.