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

Elevation Wealth Partners’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 Q2	$10.5K	Hold	69	–	–	﹤0.01%	794
2026 Q1	$10.1K	Hold	69	–	–	﹤0.01%	510
2025 Q4	$9.6K	Hold	69	–	–	﹤0.01%	489
2025 Q3	$9.66K	Sell	69 -36	-34%	-$5.02K	﹤0.01%	391
2025 Q2	$14.3K	Sell	105 -11	-9%	-$1.46K	0.01%	341
2025 Q1	$15.7K	Sell	116 -31	-21%	-$4.17K	0.01%	330
2024 Q4	$19.4K	Hold	147	–	–	0.01%	313
2024 Q3	$20.9K	Hold	147	–	–	0.01%	292
2024 Q2	$18.7K	Hold	147	–	–	0.01%	294
2024 Q1	$19.3K	Hold	147	–	–	0.01%	300
2023 Q4	$16.9K	Hold	147	–	–	0.01%	293
2023 Q3	$16.9K	Hold	147	–	–	0.01%	218
2023 Q2	$18K	Hold	147	–	–	0.02%	221
2023 Q1	$18.2K	Buy	+147	New	+$18.5K	0.02%	228

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Elevation Wealth Partners's SDY Position: Q2 2026 in Review

Elevation Wealth Partners held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 69 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Elevation Wealth Partners first reported a position in SDY in Q1 2023 and has held it in 14 quarters since. The position peaked at $20.9K in Q3 2024. 1,234 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Elevation Wealth Partners held 69 shares of State Street SPDR S&P Dividend ETF worth $10.5K as of Q2 2026.
Elevation Wealth Partners left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #794 holding.
Elevation Wealth Partners first reported a position in State Street SPDR S&P Dividend ETF in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's State Street SPDR S&P Dividend ETF position peaked at $20.9K in Q3 2024.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.