Empower Advisory Group
SDY icon

Empower Advisory Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Empower Advisory Group’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 		$310K Sell
2,125
-31
-1% -$4.62K ﹤0.01% 406
2025
Q4 		$300K Buy
2,156
+69
+3% +$9.6K ﹤0.01% 414
2025
Q3 		$292K Sell
2,087
-255
-11% -$35.6K ﹤0.01% 438
2025
Q2 		$318K Buy
2,342
+255
+12% +$33.8K ﹤0.01% 395
2025
Q1 		$283K Buy
2,087
+145
+7% +$19.5K ﹤0.01% 409
2024
Q4 		$257K Sell
1,942
-71
-4% -$9.91K ﹤0.01% 436
2024
Q3 		$286K Sell
2,013
-222
-10% -$30K ﹤0.01% 411
2024
Q2 		$284K Sell
2,235
-1,632
-42% -$210K ﹤0.01% 408
2024
Q1 		$508K Buy
3,867
+93
+2% +$11.7K ﹤0.01% 301
2023
Q4 		$472K Buy
3,774
+2
+0.1% +$235 ﹤0.01% 305
2023
Q3 		$434K Hold
3,772
– – ﹤0.01% 309
2023
Q2 		$462K Sell
3,772
-42
-1% -$5.13K ﹤0.01% 321
2023
Q1 		$472K Buy
+3,814
New +$480K ﹤0.01% 311

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

Empower Advisory Group's SDY Position: Q1 2026 in Review

Empower Advisory Group reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.4% in Q1 2026, selling an estimated $4.62K and leaving 2,125 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Empower Advisory Group first reported a position in SDY in Q1 2023 and has held it in 13 quarters since. The position peaked at $508K in Q1 2024. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • Empower Advisory Group held 2,125 shares of State Street SPDR S&P Dividend ETF worth $310K as of Q1 2026.
  • Empower Advisory Group sold 31 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $4.62K.
  • State Street SPDR S&P Dividend ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #406 holding.
  • Empower Advisory Group first reported a position in State Street SPDR S&P Dividend ETF in Q1 2023 and has held it in 13 quarters since.
  • Empower Advisory Group's State Street SPDR S&P Dividend ETF position peaked at $508K in Q1 2024.
  • 1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.