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

Horizons 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	$124K	Hold	850	–	–	0.08%	72
2025 Q4	$118K	Hold	850	–	–	0.08%	78
2025 Q3	$119K	Hold	850	–	–	0.08%	77
2025 Q2	$115K	Hold	850	–	–	0.08%	79
2025 Q1	$115K	Hold	850	–	–	0.09%	74
2024 Q4	$112K	Hold	850	–	–	0.09%	75
2024 Q3	$121K	Hold	850	–	–	0.09%	75
2024 Q2	$112K	Hold	850	–	–	0.09%	78
2024 Q1	$106K	Hold	850	–	–	0.07%	73
2023 Q4	$106K	Hold	850	–	–	0.07%	73
2023 Q3	$97.8K	Hold	850	–	–	0.07%	75
2023 Q2	$104K	Hold	850	–	–	0.07%	76
2023 Q1	$105K	Hold	850	–	–	0.08%	72
2022 Q4	$106K	Hold	850	–	–	0.08%	70
2022 Q3	$95K	Hold	850	–	–	0.09%	62
2022 Q2	$112K	Buy	+850	New	+$106K	0.09%	62

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

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

Horizons Wealth Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 850 shares worth $124K. The position accounts for 0.08% of the portfolio, ranked #72.

Horizons Wealth Management 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.

Horizons Wealth Management held 850 shares of State Street SPDR S&P Dividend ETF worth $124K as of Q1 2026.
Horizons Wealth Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
State Street SPDR S&P Dividend ETF made up 0.08% of Horizons Wealth Management's portfolio in Q1 2026, its #72 holding.
Horizons Wealth Management 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 Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.