Financial Consulate’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Financial Consulate’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	$9.05K	Hold	62	–	–	﹤0.01%	663
2025 Q4	$8.63K	Hold	62	–	–	﹤0.01%	639
2025 Q3	$8.68K	Buy	+62	New	+$8.65K	﹤0.01%	569

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

Financial Consulate's SDY Position: Q1 2026 in Review

Financial Consulate held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 62 shares worth $9.05K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Financial Consulate first reported a position in SDY in Q3 2025 and has held it in 3 quarters since. 1,233 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Financial Consulate held 62 shares of State Street SPDR S&P Dividend ETF worth $9.05K as of Q1 2026.
Financial Consulate left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #663 holding.
Financial Consulate first reported a position in State Street SPDR S&P Dividend ETF in Q3 2025 and has held it in 3 quarters since.
1,233 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.