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

Founders Financial Securities’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	-1,963	Closed	-$273K	–	584
2025 Q4	$273K	Buy	+1,963	New	+$273K	0.02%	493
2025 Q3	–	Sell	-2,124	Closed	-$288K	–	525
2025 Q2	$288K	Sell	2,124 -205	-9%	-$27.2K	0.02%	423
2025 Q1	$304K	Buy	+2,329	New	+$313K	0.03%	394
2024 Q3	–	Sell	-2,305	Closed	-$293K	–	468
2024 Q2	$293K	Buy	+2,305	New	+$297K	0.03%	350
2023 Q2	–	Sell	-17,837	Closed	-$2.21M	–	334
2023 Q1	$2.21M	Buy	17,837 +1,822	+11%	+$229K	0.32%	73
2022 Q4	$2M	Buy	16,015 +6,865	+75%	+$848K	0.32%	75
2022 Q3	$1.02M	Sell	9,150 -41,955	-82%	-$5.17M	0.18%	114
2022 Q2	$6.07M	Sell	51,105 -22,974	-31%	-$2.86M	1.19%	16
2022 Q1	$9.49M	Buy	+74,079	New	+$9.36M	1.68%	11
2016 Q4	–	Sell	-51,186	Closed	-$4.32M	–	94
2016 Q3	$4.32M	Buy	+51,186	New	+$4.36M	1.85%	20

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

Founders Financial Securities's SDY Position: Q1 2026 in Review

Founders Financial Securities sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2026, closing a stake of 1,963 shares — an estimated $273K sold.

Founders Financial Securities first reported a position in SDY in Q3 2016 and held it in 10 quarters. The position peaked at $9.49M in Q1 2022. 1,234 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Founders Financial Securities reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2026 after selling out during the quarter.
Founders Financial Securities sold 1,963 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $273K.
Founders Financial Securities first reported a position in State Street SPDR S&P Dividend ETF in Q3 2016 and held it in 10 quarters.
Founders Financial Securities's State Street SPDR S&P Dividend ETF position peaked at $9.49M in Q1 2022.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.