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

Financial Insights’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	$250K	Hold	1,714	–	–	0.08%	113
2025 Q4	$239K	Hold	1,714	–	–	0.08%	111
2025 Q3	$240K	Hold	1,714	–	–	0.08%	121
2025 Q2	$233K	Hold	1,714	–	–	0.09%	111
2025 Q1	$233K	Buy	+1,714	New	+$231K	0.09%	96
2024 Q2	–	Sell	-2,250	Closed	-$295K	–	159
2024 Q1	$295K	Buy	+2,250	New	+$282K	0.08%	134
2023 Q1	–	Sell	-1,600	Closed	-$200K	–	172
2022 Q4	$200K	Buy	+1,600	New	+$198K	0.09%	143
2022 Q2	–	Sell	-1,608	Closed	-$206K	–	91
2022 Q1	$206K	Hold	1,608	–	–	0.19%	82
2021 Q4	$208K	Buy	+1,608	New	+$200K	0.18%	82
2021 Q3	–	Sell	-1,608	Closed	-$1.97M	–	194
2021 Q2	$1.97M	Buy	+1,608	New	+$199K	0.16%	81

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 Insights's SDY Position: Q1 2026 in Review

Financial Insights held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 1,714 shares worth $250K. The position accounts for 0.08% of the portfolio, ranked #113.

Financial Insights first reported a position in SDY in Q2 2021 and has held it in 10 quarters since. The position peaked at $1.97M in Q2 2021. 1,233 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Financial Insights held 1,714 shares of State Street SPDR S&P Dividend ETF worth $250K as of Q1 2026.
Financial Insights left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
State Street SPDR S&P Dividend ETF made up 0.08% of Financial Insights's portfolio in Q1 2026, its #113 holding.
Financial Insights first reported a position in State Street SPDR S&P Dividend ETF in Q2 2021 and has held it in 10 quarters since.
Financial Insights's State Street SPDR S&P Dividend ETF position peaked at $1.97M in Q2 2021.
1,233 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.