Frazier Financial Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Frazier Financial 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	$31.6K	Hold	217	–	–	0.02%	246
2025 Q4	$30.2K	Hold	217	–	–	0.02%	225
2025 Q3	$30.4K	Hold	217	–	–	0.02%	217
2025 Q2	$29.4K	Sell	217 -6	-3%	-$796	0.02%	211
2025 Q1	$30.3K	Hold	223	–	–	0.02%	196
2024 Q4	$29.4K	Hold	223	–	–	0.02%	196
2024 Q3	$31.7K	Hold	223	–	–	0.02%	197
2024 Q2	$28.3K	Hold	223	–	–	0.02%	229
2024 Q1	$29.2K	Buy	223 +6	+3%	+$753	0.02%	209
2023 Q4	$27.1K	Buy	+217	New	+$25.5K	0.02%	200

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

Frazier Financial Advisors's SDY Position: Q1 2026 in Review

Frazier Financial Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 217 shares worth $31.6K. The position accounts for 0.02% of the portfolio, ranked #246.

Frazier Financial Advisors first reported a position in SDY in Q4 2023 and has held it in 10 quarters since. The position peaked at $31.7K in Q3 2024. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Frazier Financial Advisors held 217 shares of State Street SPDR S&P Dividend ETF worth $31.6K as of Q1 2026.
Frazier Financial Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
State Street SPDR S&P Dividend ETF made up 0.02% of Frazier Financial Advisors's portfolio in Q1 2026, its #246 holding.
Frazier Financial Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 10 quarters since.
Frazier Financial Advisors's State Street SPDR S&P Dividend ETF position peaked at $31.7K in Q3 2024.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.