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

Essential 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
Q1 		– Sell
-22
Closed -$3.06K – 2967
2025
Q4 		$3.06K Buy
+22
New +$3.06K ﹤0.01% 1633

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Essential Partners's SDY Position: Q1 2026 in Review

Essential Partners sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2026, closing a stake of 22 shares — an estimated $3.06K sold.

Essential Partners first reported a position in SDY in Q4 2025 and held it in 1 quarter. The position peaked at $3.06K in Q4 2025. 1,242 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • Essential Partners reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • Essential Partners sold 22 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $3.06K.
  • Essential Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and held it in 1 quarter.
  • Essential Partners's State Street SPDR S&P Dividend ETF position peaked at $3.06K in Q4 2025.
  • 1,242 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Essential Partners's 13F filing for Q1 2026, filed 21 May 2026.