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

Element Wealth’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	$358K	Hold	2,453	–	–	0.15%	140
2025 Q4	$341K	Hold	2,453	–	–	0.14%	141
2025 Q3	$344K	Buy	2,453 +232	+10%	+$32.4K	0.15%	130
2025 Q2	$301K	Hold	2,221	–	–	0.14%	126
2025 Q1	$301K	Hold	2,221	–	–	0.16%	113
2024 Q4	$293K	Buy	2,221 +314	+16%	+$43.9K	0.15%	112
2024 Q3	$271K	Hold	1,907	–	–	0.14%	118
2024 Q2	$243K	Hold	1,907	–	–	0.14%	121
2024 Q1	$250K	Hold	1,907	–	–	0.15%	116
2023 Q4	$238K	Buy	1,907 +269	+16%	+$31.6K	0.15%	116
2023 Q3	$188K	Buy	1,638 +165	+11%	+$20.1K	0.14%	125
2023 Q2	$181K	Hold	1,473	–	–	0.13%	131
2023 Q1	$182K	Buy	+1,473	New	+$185K	0.14%	118
2022 Q4	–	Sell	-1,473	Closed	-$164K	–	215
2022 Q3	$164K	Hold	1,473	–	–	0.15%	106
2022 Q2	$175K	Hold	1,473	–	–	0.17%	102
2022 Q1	$189K	Hold	1,473	–	–	0.15%	113
2021 Q4	$190K	Hold	1,473	–	–	0.14%	107
2021 Q3	$173K	Hold	1,473	–	–	0.14%	104
2021 Q2	$180K	Hold	1,473	–	–	0.14%	99
2021 Q1	$174K	Hold	1,473	–	–	0.14%	99
2020 Q4	$156K	Buy	+1,473	New	+$149K	0.14%	101
2020 Q1	–	Sell	-1,003	Closed	-$108K	–	131
2019 Q4	$108K	Buy	+1,003	New	+$105K	0.11%	81

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

Element Wealth's SDY Position: Q1 2026 in Review

Element Wealth held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 2,453 shares worth $358K. The position accounts for 0.15% of the portfolio, ranked #140.

Element Wealth first reported a position in SDY in Q4 2019 and has held it in 22 quarters since. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Element Wealth held 2,453 shares of State Street SPDR S&P Dividend ETF worth $358K as of Q1 2026.
Element Wealth left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
State Street SPDR S&P Dividend ETF made up 0.15% of Element Wealth's portfolio in Q1 2026, its #140 holding.
Element Wealth first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 22 quarters since.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Element Wealth's 13F filing for Q1 2026, filed 4 May 2026.