Fiduciary Alliance’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Fiduciary Alliance’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	$295K	Sell	2,013 -28	-1%	-$4.17K	0.02%	447
2025 Q4	$284K	Sell	2,041 -102	-5%	-$14.2K	0.02%	432
2025 Q3	$300K	Sell	2,143 -484	-18%	-$67.5K	0.02%	415
2025 Q2	$356K	Buy	2,627 +405	+18%	+$53.7K	0.03%	361
2025 Q1	$301K	Buy	2,222 +531	+31%	+$71.4K	0.03%	317
2024 Q4	$223K	Sell	1,691 -102	-6%	-$14.2K	0.02%	329
2024 Q3	$255K	Sell	1,793 -121	-6%	-$16.4K	0.03%	219
2024 Q2	$242K	Sell	1,914 -27	-1%	-$3.48K	0.04%	185
2024 Q1	$254K	Sell	1,941 -985	-34%	-$124K	0.04%	165
2023 Q4	$366K	Sell	2,926 -156	-5%	-$18.3K	0.07%	133
2023 Q3	$354K	Buy	3,082 +677	+28%	+$82.6K	0.08%	128
2023 Q2	$295K	Buy	+2,405	New	+$294K	0.06%	131
2023 Q1	–	Sell	-35	Closed	-$4.33K	–	731
2022 Q4	$4.33K	Buy	+35	New	+$4.32K	﹤0.01%	568

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

Fiduciary Alliance's SDY Position: Q1 2026 in Review

Fiduciary Alliance reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.4% in Q1 2026, selling an estimated $4.17K and leaving 2,013 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #447.

Fiduciary Alliance first reported a position in SDY in Q4 2022 and has held it in 13 quarters since. The position peaked at $366K in Q4 2023. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Fiduciary Alliance held 2,013 shares of State Street SPDR S&P Dividend ETF worth $295K as of Q1 2026.
Fiduciary Alliance sold 28 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $4.17K.
State Street SPDR S&P Dividend ETF made up 0.02% of Fiduciary Alliance's portfolio in Q1 2026, its #447 holding.
Fiduciary Alliance first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 13 quarters since.
Fiduciary Alliance's State Street SPDR S&P Dividend ETF position peaked at $366K in Q4 2023.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.