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

Greenhouse 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	$950K	Buy	6,510 +17	+0.3%	+$2.53K	0.59%	24
2025 Q4	$904K	Buy	6,493 +21	+0.3%	+$2.92K	0.53%	25
2025 Q3	$906K	Buy	6,472 +17	+0.3%	+$2.37K	0.54%	25
2025 Q2	$874K	Buy	6,455 +3,669	+132%	+$487K	0.56%	23
2025 Q1	$378K	Sell	2,786 -3,633	-57%	-$489K	0.28%	36
2024 Q4	$848K	Buy	6,419 +21	+0.3%	+$2.93K	0.56%	26
2024 Q3	$907K	Buy	6,398 +16	+0.3%	+$2.16K	0.61%	22
2024 Q2	$812K	Buy	6,382 +18	+0.3%	+$2.32K	0.59%	25
2024 Q1	$835K	Buy	6,364 +15	+0.2%	+$1.88K	0.63%	22
2023 Q4	$793K	Buy	6,349 +21	+0.3%	+$2.46K	0.64%	21
2023 Q3	$728K	Buy	6,328 +18	+0.3%	+$2.2K	0.65%	23
2023 Q2	$774K	Buy	6,310 +18	+0.3%	+$2.2K	0.68%	21
2023 Q1	$778K	Buy	6,292 +15	+0.2%	+$1.89K	0.74%	21
2022 Q4	$785K	Buy	6,277 +19	+0.3%	+$2.35K	0.79%	20
2022 Q3	$698K	Buy	6,258 +17	+0.3%	+$2.09K	0.78%	18
2022 Q2	$741K	Buy	6,241 +16	+0.3%	+$2K	0.8%	19
2022 Q1	$797K	Buy	6,225 +16	+0.3%	+$2.02K	0.75%	19
2021 Q4	$802K	Buy	6,209 +20	+0.3%	+$2.49K	0.72%	20
2021 Q3	$728K	Buy	6,189 +17	+0.3%	+$2.08K	0.69%	20
2021 Q2	$755K	Buy	6,172 +16	+0.3%	+$1.98K	0.7%	19
2021 Q1	$727K	Buy	6,156 +18	+0.3%	+$2.02K	0.72%	21
2020 Q4	$650K	Buy	+6,138	New	+$621K	0.64%	24

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

Greenhouse Wealth Management's SDY Position: Q1 2026 in Review

Greenhouse Wealth Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.26% in Q1 2026, buying an estimated $2.53K and bringing the position to 6,510 shares worth $950K. The position accounts for 0.59% of the portfolio, ranked #24.

Greenhouse Wealth Management first reported a position in SDY in Q4 2020 and has held it in 22 quarters since. 1,234 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Greenhouse Wealth Management held 6,510 shares of State Street SPDR S&P Dividend ETF worth $950K as of Q1 2026.
Greenhouse Wealth Management bought 17 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $2.53K.
State Street SPDR S&P Dividend ETF made up 0.59% of Greenhouse Wealth Management's portfolio in Q1 2026, its #24 holding.
Greenhouse Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and has held it in 22 quarters since.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Greenhouse Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.