Financial Engines Advisors
SDY icon

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

Financial Engines Advisors’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 		$2.59M Buy
17,775
+843
+5% +$126K 0.01% 198
2025
Q4 		$2.36M Buy
16,932
+134
+0.8% +$18.6K ﹤0.01% 220
2025
Q3 		$2.35M Sell
16,798
-69
-0.4% -$9.63K ﹤0.01% 210
2025
Q2 		$2.29M Buy
16,867
+11,477
+213% +$1.52M ﹤0.01% 203
2025
Q1 		$731K Sell
5,390
-20
-0.4% -$2.69K ﹤0.01% 293
2024
Q4 		$715K Buy
5,410
+41
+0.8% +$5.73K ﹤0.01% 295
2024
Q3 		$763K Sell
5,369
-127
-2% -$17.2K ﹤0.01% 250
2024
Q2 		$699K Buy
5,496
+526
+11% +$67.8K ﹤0.01% 234
2024
Q1 		$652K Buy
4,970
+1,628
+49% +$204K ﹤0.01% 226
2023
Q4 		$418K Buy
3,342
+404
+14% +$47.4K ﹤0.01% 244
2023
Q3 		$338K Hold
2,938
– – ﹤0.01% 232
2023
Q2 		$360K Buy
2,938
+157
+6% +$19.2K ﹤0.01% 233
2023
Q1 		$344K Buy
2,781
+45
+2% +$5.66K ﹤0.01% 231
2022
Q4 		$342K Buy
2,736
+237
+9% +$29.3K ﹤0.01% 236
2022
Q3 		$278K Buy
2,499
+51
+2% +$6.28K ﹤0.01% 248
2022
Q2 		$290K Hold
2,448
– – ﹤0.01% 258
2022
Q1 		$314K Buy
2,448
+44
+2% +$5.56K ﹤0.01% 251
2021
Q4 		$310K Hold
2,404
– – ﹤0.01% 211
2021
Q3 		$282K Buy
+2,404
New +$294K ﹤0.01% 224
2021
Q2 		– Sell
-1,946
Closed -$230K – 253
2021
Q1 		$230K Buy
+1,946
New +$218K ﹤0.01% 248

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

Financial Engines Advisors's SDY Position: Q1 2026 in Review

Financial Engines Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 5% in Q1 2026, buying an estimated $126K and bringing the position to 17,775 shares worth $2.59M. The position accounts for 0.01% of the portfolio, ranked #198.

Financial Engines Advisors first reported a position in SDY in Q1 2021 and has held it in 20 quarters since. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • Financial Engines Advisors held 17,775 shares of State Street SPDR S&P Dividend ETF worth $2.59M as of Q1 2026.
  • Financial Engines Advisors bought 843 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $126K.
  • State Street SPDR S&P Dividend ETF made up 0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #198 holding.
  • Financial Engines Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q1 2021 and has held it in 20 quarters since.
  • 1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.