IAG Wealth Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

IAG Wealth Partners’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 Q2	$124K	Hold	815	–	–	0.01%	156
2026 Q1	$119K	Hold	815	–	–	0.01%	156
2025 Q4	$113K	Hold	815	–	–	0.01%	147
2025 Q3	$114K	Hold	815	–	–	0.01%	151
2025 Q2	$111K	Hold	815	–	–	0.01%	144
2025 Q1	$111K	Hold	815	–	–	0.02%	132
2024 Q4	$108K	Hold	815	–	–	0.02%	131
2024 Q3	$116K	Hold	815	–	–	0.02%	118
2024 Q2	$104K	Hold	815	–	–	0.02%	119
2024 Q1	$107K	Sell	815 -81	-9%	-$10.2K	0.02%	116
2023 Q4	$112K	Hold	896	–	–	0.03%	107
2023 Q3	$103K	Hold	896	–	–	0.03%	104
2023 Q2	$110K	Buy	896 +81	+10%	+$9.89K	0.03%	110
2023 Q1	$101K	Hold	815	–	–	0.03%	102
2022 Q4	$102K	Hold	815	–	–	0.03%	96
2022 Q3	$91K	Sell	815 -99	-11%	-$12.2K	0.03%	91
2022 Q2	$108K	Hold	914	–	–	0.04%	87
2022 Q1	$117K	Hold	914	–	–	0.04%	87
2021 Q4	$118K	Hold	914	–	–	0.04%	79
2021 Q3	$108K	Hold	914	–	–	0.04%	76
2021 Q2	$112K	Hold	914	–	–	0.04%	72
2021 Q1	$108K	Hold	914	–	–	0.04%	70
2020 Q4	$97K	Sell	914 -135	-13%	-$13.7K	0.04%	76
2020 Q3	$97K	Buy	1,049 +13	+1%	+$1.23K	0.04%	74
2020 Q2	$95K	Hold	1,036	–	–	0.05%	70
2020 Q1	$83K	Hold	1,036	–	–	0.06%	74
2019 Q4	$112K	Buy	+1,036	New	+$109K	0.07%	62

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IAG Wealth Partners's SDY Position: Q2 2026 in Review

IAG Wealth Partners held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 815 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #156.

IAG Wealth Partners first reported a position in SDY in Q4 2019 and has held it in 27 quarters since. 1,247 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

IAG Wealth Partners held 815 shares of State Street SPDR S&P Dividend ETF worth $124K as of Q2 2026.
IAG Wealth Partners left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #156 holding.
IAG Wealth Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 27 quarters since.
1,247 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.