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Great Valley Advisor Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Great Valley Advisor Group’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 		$3.83M Buy
26,224
+13,785
+111% +$2.05M 0.07% 248
2025
Q4 		$1.73M Buy
12,439
+98
+0.8% +$13.6K 0.03% 373
2025
Q3 		$1.73M Sell
12,341
-66
-0.5% -$9.21K 0.03% 367
2025
Q2 		$1.68M Sell
12,407
-499
-4% -$66.2K 0.04% 348
2025
Q1 		$1.75M Buy
12,906
+1,402
+12% +$189K 0.04% 335
2024
Q4 		$1.52M Buy
11,504
+1,002
+10% +$140K 0.03% 363
2024
Q3 		$1.49M Buy
10,502
+1,037
+11% +$140K 0.04% 356
2024
Q2 		$1.2M Buy
9,465
+77
+0.8% +$9.92K 0.03% 357
2024
Q1 		$1.23M Buy
9,388
+5,837
+164% +$732K 0.04% 336
2023
Q4 		$444K Buy
3,551
+41
+1% +$4.81K 0.02% 485
2023
Q3 		$403K Buy
3,510
+118
+3% +$14.4K 0.02% 489
2023
Q2 		$416K Sell
3,392
-16,048
-83% -$1.96M 0.02% 483
2023
Q1 		$2.41M Buy
19,440
+193
+1% +$24.3K 0.11% 191
2022
Q4 		$2.41M Buy
19,247
+3,123
+19% +$386K 0.12% 187
2022
Q3 		$1.8M Buy
16,124
+12,368
+329% +$1.52M 0.1% 209
2022
Q2 		$446K Buy
+3,756
New +$468K 0.02% 451

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

Great Valley Advisor Group's SDY Position: Q1 2026 in Review

Great Valley Advisor Group increased its State Street SPDR S&P Dividend ETF (SDY) stake by 111% in Q1 2026, buying an estimated $2.05M and bringing the position to 26,224 shares worth $3.83M. The position accounts for 0.07% of the portfolio, ranked #248.

Great Valley Advisor Group first reported a position in SDY in Q2 2022 and has held it in 16 quarters since. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • Great Valley Advisor Group held 26,224 shares of State Street SPDR S&P Dividend ETF worth $3.83M as of Q1 2026.
  • Great Valley Advisor Group bought 13,785 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $2.05M.
  • State Street SPDR S&P Dividend ETF made up 0.07% of Great Valley Advisor Group's portfolio in Q1 2026, its #248 holding.
  • Great Valley Advisor Group first reported a position in State Street SPDR S&P Dividend ETF in Q2 2022 and has held it in 16 quarters since.
  • 1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.