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

Founders Grove Wealth Partners’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	$4.63M	Sell	31,735 -920	-3%	-$137K	1.05%	27
2025 Q4	$4.54M	Sell	32,655 -346	-1%	-$48.1K	1.02%	29
2025 Q3	$4.62M	Sell	33,001 -637	-2%	-$88.9K	1.09%	27
2025 Q2	$4.57M	Sell	33,638 -262	-0.8%	-$34.7K	1.15%	28
2025 Q1	$4.6M	Sell	33,900 -1,133	-3%	-$152K	1.28%	26
2024 Q4	$4.63M	Buy	+35,033	New	+$4.89M	1.34%	26

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

Founders Grove Wealth Partners reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 2.8% in Q1 2026, selling an estimated $137K and leaving 31,735 shares worth $4.63M. The position accounts for 1.05% of the portfolio, ranked #27.

Founders Grove Wealth Partners first reported a position in SDY in Q4 2024 and has held it in 6 quarters since. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Founders Grove Wealth Partners held 31,735 shares of State Street SPDR S&P Dividend ETF worth $4.63M as of Q1 2026.
Founders Grove Wealth Partners sold 920 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $137K.
State Street SPDR S&P Dividend ETF made up 1.05% of Founders Grove Wealth Partners's portfolio in Q1 2026, its #27 holding.
Founders Grove Wealth Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 6 quarters since.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q1 2026, filed 15 Apr 2026.