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Freedom Financial Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Freedom Financial 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 		$1.21M Sell
8,254
-589
-7% -$87.8K 0.43% 36
2025
Q4 		$1.23M Sell
8,843
-12
-0.1% -$1.67K 0.45% 35
2025
Q3 		$1.24M Buy
8,855
+162
+2% +$22.6K 0.47% 38
2025
Q2 		$1.18M Buy
8,693
+49
+0.6% +$6.5K 0.5% 35
2025
Q1 		$1.17M Buy
8,644
+44
+0.5% +$5.92K 0.55% 34
2024
Q4 		$1.14M Buy
+8,600
New +$1.2M 0.55% 33

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Freedom Financial Partners's SDY Position: Q1 2026 in Review

Freedom Financial Partners reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 6.7% in Q1 2026, selling an estimated $87.8K and leaving 8,254 shares worth $1.21M. The position accounts for 0.43% of the portfolio, ranked #36.

Freedom Financial Partners first reported a position in SDY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.24M in Q3 2025. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • Freedom Financial Partners held 8,254 shares of State Street SPDR S&P Dividend ETF worth $1.21M as of Q1 2026.
  • Freedom Financial Partners sold 589 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $87.8K.
  • State Street SPDR S&P Dividend ETF made up 0.43% of Freedom Financial Partners's portfolio in Q1 2026, its #36 holding.
  • Freedom Financial Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 6 quarters since.
  • Freedom Financial Partners's State Street SPDR S&P Dividend ETF position peaked at $1.24M in Q3 2025.
  • 1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

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