Elk River Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDY
JIC
Elk River Wealth Management's SDY Position: Q1 2026 in Review
Elk River Wealth Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.19% in Q1 2026, buying an estimated $119K and bringing the position to 422,523 shares worth $61.7M. The position accounts for 10.24% of the portfolio, ranked #1.
Elk River Wealth Management first reported a position in SDY in Q4 2020 and has held it in 22 quarters since. 1,235 funds tracked by Wall St. Rank hold SDY as of Q1 2026.
- Elk River Wealth Management held 422,523 shares of State Street SPDR S&P Dividend ETF worth $61.7M as of Q1 2026.
- Elk River Wealth Management bought 799 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $119K.
- State Street SPDR S&P Dividend ETF made up 10.24% of Elk River Wealth Management's portfolio in Q1 2026, its #1 holding.
- Elk River Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and has held it in 22 quarters since.
- 1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.
Based on Elk River Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.