ICW Investment Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

ICW Investment Advisors’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	$217K	Buy	1,484 +9	+0.6%	+$1.34K	0.08%	145
2025 Q4	$205K	Buy	1,475 +11	+0.8%	+$1.53K	0.07%	143
2025 Q3	$205K	Buy	+1,464	New	+$204K	0.07%	144
2024 Q4	–	Sell	-1,425	Closed	-$202K	–	144
2024 Q3	$202K	Buy	+1,425	New	+$193K	0.08%	139
2020 Q1	–	Sell	-132	Closed	-$14K	–	161
2019 Q4	$14K	Buy	+132	New	+$13.9K	0.01%	162

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

ICW Investment Advisors's SDY Position: Q1 2026 in Review

ICW Investment Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.61% in Q1 2026, buying an estimated $1.34K and bringing the position to 1,484 shares worth $217K. The position accounts for 0.08% of the portfolio, ranked #145.

ICW Investment Advisors first reported a position in SDY in Q4 2019 and has held it in 5 quarters since. 1,233 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

ICW Investment Advisors held 1,484 shares of State Street SPDR S&P Dividend ETF worth $217K as of Q1 2026.
ICW Investment Advisors bought 9 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $1.34K.
State Street SPDR S&P Dividend ETF made up 0.08% of ICW Investment Advisors's portfolio in Q1 2026, its #145 holding.
ICW Investment Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 5 quarters since.
1,233 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on ICW Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.