Focus Partners Wealth’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Focus Partners Wealth’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	$18.3M	Sell	126,135 -6,022	-5%	-$897K	0.02%	522
2025 Q4	$18.4M	Buy	132,157 +40,682	+44%	+$5.66M	0.02%	509
2025 Q3	$12.8M	Sell	91,475 -24,971	-21%	-$3.48M	0.02%	494
2025 Q2	$15.8M	Buy	116,446 +190	+0.2%	+$25.2K	0.03%	411
2025 Q1	$15.8M	Buy	116,256 +337	+0.3%	+$45.3K	0.04%	381
2024 Q4	$15.3M	Buy	115,919 +27,833	+32%	+$3.89M	0.04%	373
2024 Q3	$12.5M	Sell	88,086 -2,187	-2%	-$296K	0.04%	362
2024 Q2	$11.5M	Buy	90,273 +11,650	+15%	+$1.5M	0.04%	356
2024 Q1	$10.3M	Buy	78,623 +18,495	+31%	+$2.32M	0.08%	210
2023 Q4	$7.51M	Buy	+60,128	New	+$7.06M	0.1%	182

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

Focus Partners Wealth's SDY Position: Q1 2026 in Review

Focus Partners Wealth reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 4.6% in Q1 2026, selling an estimated $897K and leaving 126,135 shares worth $18.3M. The position accounts for 0.02% of the portfolio, ranked #522.

Focus Partners Wealth first reported a position in SDY in Q4 2023 and has held it in 10 quarters since. The position peaked at $18.4M in Q4 2025. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Focus Partners Wealth held 126,135 shares of State Street SPDR S&P Dividend ETF worth $18.3M as of Q1 2026.
Focus Partners Wealth sold 6,022 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $897K.
State Street SPDR S&P Dividend ETF made up 0.02% of Focus Partners Wealth's portfolio in Q1 2026, its #522 holding.
Focus Partners Wealth first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 10 quarters since.
Focus Partners Wealth's State Street SPDR S&P Dividend ETF position peaked at $18.4M in Q4 2025.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.