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

EPG Wealth Management’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	$294K	Buy	2,016 +4	+0.2%	+$596	0.08%	163
2025 Q4	$280K	Hold	2,012	–	–	0.08%	167
2025 Q3	$282K	Hold	2,012	–	–	0.08%	166
2025 Q2	$273K	Sell	2,012 -992	-33%	-$132K	0.08%	166
2025 Q1	$408K	Buy	3,004 +6	+0.2%	+$807	0.11%	175
2024 Q4	$396K	Sell	2,998 -200	-6%	-$27.9K	0.1%	174
2024 Q3	$454K	Buy	+3,198	New	+$433K	0.11%	172
2024 Q2	–	Sell	-3,785	Closed	-$488K	–	176
2024 Q1	$497K	Buy	3,785 +6	+0.2%	+$753	0.12%	170
2023 Q4	$462K	Sell	3,779 -191	-5%	-$22.4K	0.12%	165
2023 Q3	$457K	Buy	3,970 +8	+0.2%	+$976	0.14%	155
2023 Q2	$486K	Buy	3,962 +312	+9%	+$38.1K	0.14%	150
2023 Q1	$452K	Buy	3,650 +13	+0.4%	+$1.64K	0.14%	148
2022 Q4	$455K	Buy	3,637 +19	+0.5%	+$2.35K	0.17%	112
2022 Q3	$403K	Buy	3,618 +16	+0.4%	+$1.97K	0.17%	121
2022 Q2	$427K	Sell	3,602 -500	-12%	-$62.3K	0.18%	115
2022 Q1	$526K	Sell	4,102 -481	-10%	-$60.8K	0.18%	111
2021 Q4	$592K	Sell	4,583 -1,996	-30%	-$248K	0.21%	99
2021 Q3	$773K	Buy	6,579 +651	+11%	+$79.7K	0.31%	72
2021 Q2	$725K	Buy	5,928 +22	+0.4%	+$2.72K	0.31%	79
2021 Q1	$697K	Buy	5,906 +2,932	+99%	+$329K	0.34%	70
2020 Q4	$315K	Buy	2,974 +323	+12%	+$32.7K	0.19%	102
2020 Q3	$245K	Sell	2,651 -606	-19%	-$57.2K	0.18%	108
2020 Q2	$297K	Sell	3,257 -296	-8%	-$26K	0.21%	103
2020 Q1	$283K	Sell	3,553 -242	-6%	-$23.9K	0.21%	91
2019 Q4	$408K	Buy	+3,795	New	+$398K	0.3%	58

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

EPG Wealth Management's SDY Position: Q1 2026 in Review

EPG Wealth Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.2% in Q1 2026, buying an estimated $596 and bringing the position to 2,016 shares worth $294K. The position accounts for 0.08% of the portfolio, ranked #163.

EPG Wealth Management first reported a position in SDY in Q4 2019 and has held it in 25 quarters since. The position peaked at $773K in Q3 2021. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

EPG Wealth Management held 2,016 shares of State Street SPDR S&P Dividend ETF worth $294K as of Q1 2026.
EPG Wealth Management bought 4 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $596.
State Street SPDR S&P Dividend ETF made up 0.08% of EPG Wealth Management's portfolio in Q1 2026, its #163 holding.
EPG Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 25 quarters since.
EPG Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $773K in Q3 2021.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.