Foundations Investment Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Foundations Investment 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	$266K	Buy	1,823 +211	+13%	+$31.4K	﹤0.01%	962
2025 Q4	$224K	Sell	1,612 -33	-2%	-$4.59K	﹤0.01%	1013
2025 Q3	$230K	Buy	1,645 +38	+2%	+$5.3K	﹤0.01%	948
2025 Q2	$218K	Sell	1,607 -306	-16%	-$40.6K	﹤0.01%	858
2025 Q1	$260K	Buy	+1,913	New	+$257K	﹤0.01%	757
2021 Q3	–	Sell	-228,745	Closed	-$28.2M	–	332
2021 Q2	$28.2M	Buy	228,745 +28,036	+14%	+$3.46M	1.35%	8
2021 Q1	$24M	Buy	200,709 +42,644	+27%	+$4.78M	1.38%	8
2020 Q4	$17.2M	Buy	+158,065	New	+$16M	1.13%	11

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

Foundations Investment Advisors's SDY Position: Q1 2026 in Review

Foundations Investment Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 13% in Q1 2026, buying an estimated $31.4K and bringing the position to 1,823 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

Foundations Investment Advisors first reported a position in SDY in Q4 2020 and has held it in 8 quarters since. The position peaked at $28.2M in Q2 2021. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Foundations Investment Advisors held 1,823 shares of State Street SPDR S&P Dividend ETF worth $266K as of Q1 2026.
Foundations Investment Advisors bought 211 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $31.4K.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #962 holding.
Foundations Investment Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and has held it in 8 quarters since.
Foundations Investment Advisors's State Street SPDR S&P Dividend ETF position peaked at $28.2M in Q2 2021.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.