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

Garton & Associates 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 		– Sell
-255
Closed -$35.5K – 592
2025
Q4 		$35.5K Buy
+255
New +$35.5K 0.02% 459

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Garton & Associates Financial Advisors's SDY Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2026, closing a stake of 255 shares — an estimated $35.5K sold.

Garton & Associates Financial Advisors first reported a position in SDY in Q4 2025 and held it in 1 quarter. The position peaked at $35.5K in Q4 2025. 1,240 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 255 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $35.5K.
  • Garton & Associates Financial Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's State Street SPDR S&P Dividend ETF position peaked at $35.5K in Q4 2025.
  • 1,240 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.