Golden State Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Golden State Wealth Management’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	$1.25M	Sell	8,536 -83	-1%	-$12.4K	0.14%	142
2025 Q4	$1.2M	Buy	8,619 +71	+0.8%	+$9.88K	0.13%	137
2025 Q3	$1.2M	Buy	8,548 +354	+4%	+$49.4K	0.13%	130
2025 Q2	$1.11M	Sell	8,194 -47	-0.6%	-$6.23K	0.14%	132
2025 Q1	$1.12M	Buy	8,241 +614	+8%	+$82.6K	0.17%	112
2024 Q4	$1.01M	Buy	+7,627	New	+$1.07M	0.15%	114
2022 Q1	$538K	Buy	4,198 +108	+3%	+$13.7K	0.11%	168
2021 Q4	$528K	Buy	+4,090	New	+$509K	0.09%	196
2021 Q1	–	Sell	-8,119	Closed	-$860K	–	232
2020 Q4	$860K	Sell	8,119 -10,075	-55%	-$1.02M	0.25%	80
2020 Q3	$1.68M	Buy	18,194 +898	+5%	+$84.7K	0.56%	33
2020 Q2	$1.58M	Buy	17,296 +16,887	+4,129%	+$1.48M	0.51%	33
2020 Q1	$33K	Buy	+409	New	+$40.3K	0.01%	426
2019 Q4	–	Sell	-22,128	Closed	-$2.27M	–	763
2019 Q3	$2.27M	Sell	22,128 -1,996	-8%	-$201K	0.75%	27
2019 Q2	$2.43M	Buy	24,124 +1,359	+6%	+$136K	0.77%	26
2019 Q1	$2.26M	Buy	+22,765	New	+$2.19M	0.76%	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

Golden State Wealth Management's SDY Position: Q1 2026 in Review

Golden State Wealth Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.96% in Q1 2026, selling an estimated $12.4K and leaving 8,536 shares worth $1.25M. The position accounts for 0.14% of the portfolio, ranked #142.

Golden State Wealth Management first reported a position in SDY in Q1 2019 and has held it in 15 quarters since. The position peaked at $2.43M in Q2 2019. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Golden State Wealth Management held 8,536 shares of State Street SPDR S&P Dividend ETF worth $1.25M as of Q1 2026.
Golden State Wealth Management sold 83 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $12.4K.
State Street SPDR S&P Dividend ETF made up 0.14% of Golden State Wealth Management's portfolio in Q1 2026, its #142 holding.
Golden State Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2019 and has held it in 15 quarters since.
Golden State Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $2.43M in Q2 2019.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.