Flagship Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Flagship Wealth 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	$3.8K	Sell	28 -175	-86%	-$26.1K	﹤0.01%	323
2025 Q4	$28.2K	Hold	203	–	–	0.01%	268
2025 Q3	$28.4K	Buy	203 +175	+625%	+$24.4K	0.01%	268
2025 Q2	$3.8K	Sell	28 -87	-76%	-$11.5K	﹤0.01%	340
2025 Q1	$15.6K	Buy	115 +8	+7%	+$1.08K	0.01%	274
2024 Q4	$14.1K	Buy	+107	New	+$14.9K	0.01%	271

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

Flagship Wealth Advisors's SDY Position: Q1 2026 in Review

Flagship Wealth Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 86% in Q1 2026, selling an estimated $26.1K and leaving 28 shares worth $3.8K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

Flagship Wealth Advisors first reported a position in SDY in Q4 2024 and has held it in 6 quarters since. The position peaked at $28.4K in Q3 2025. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Flagship Wealth Advisors held 28 shares of State Street SPDR S&P Dividend ETF worth $3.8K as of Q1 2026.
Flagship Wealth Advisors sold 175 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $26.1K.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Flagship Wealth Advisors's portfolio in Q1 2026, its #323 holding.
Flagship Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 6 quarters since.
Flagship Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $28.4K in Q3 2025.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.