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

Financial Freedom LLC’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	-165	Closed	-$23K	–	434
2025 Q4	$23K	Buy	165 +1	+0.6%	+$139	0.01%	216
2025 Q3	$23K	Buy	+164	New	+$22.9K	0.01%	221
2025 Q1	–	Sell	-803	Closed	-$106K	–	368
2024 Q4	$106K	Sell	803 -581	-42%	-$81.1K	0.06%	127
2024 Q3	$197K	Sell	1,384 -944	-41%	-$128K	0.1%	103
2024 Q2	$296K	Sell	2,328 -557	-19%	-$71.7K	0.17%	79
2024 Q1	$379K	Sell	2,885 -1,923	-40%	-$241K	0.22%	74
2023 Q4	$601K	Sell	4,808 -137	-3%	-$16.1K	0.38%	52
2023 Q3	$569K	Sell	4,945 -43	-0.9%	-$5.25K	0.4%	45
2023 Q2	$611K	Buy	4,988 +23	+0.5%	+$2.81K	0.43%	43
2023 Q1	$614K	Buy	4,965 +20	+0.4%	+$2.52K	0.45%	39
2022 Q4	$619K	Buy	+4,945	New	+$611K	0.42%	34

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 Freedom LLC's SDY Position: Q1 2026 in Review

Financial Freedom LLC sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2026, closing a stake of 165 shares — an estimated $23K sold.

Financial Freedom LLC first reported a position in SDY in Q4 2022 and held it in 11 quarters. The position peaked at $619K in Q4 2022. 1,234 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Financial Freedom LLC reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2026 after selling out during the quarter.
Financial Freedom LLC sold 165 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $23K.
Financial Freedom LLC first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and held it in 11 quarters.
Financial Freedom LLC's State Street SPDR S&P Dividend ETF position peaked at $619K in Q4 2022.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.