IFG Advisory’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

IFG Advisory’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	–	Sell	-12,098	Closed	-$1.68M	–	774
2025 Q4	$1.68M	Buy	12,098 +264	+2%	+$36.7K	0.07%	275
2025 Q3	$1.66M	Sell	11,834 -101	-0.8%	-$14.1K	0.08%	264
2025 Q2	$1.62M	Sell	11,935 -1,404	-11%	-$186K	0.08%	256
2025 Q1	$1.81M	Sell	13,339 -635	-5%	-$85.4K	0.1%	228
2024 Q4	$1.85M	Buy	13,974 +3,905	+39%	+$545K	0.1%	213
2024 Q3	$1.43M	Buy	10,069 +207	+2%	+$28K	0.09%	241
2024 Q2	$1.25M	Sell	9,862 -213	-2%	-$27.4K	0.08%	253
2024 Q1	$1.32M	Sell	10,075 -28,822	-74%	-$3.62M	0.1%	225
2023 Q4	$4.86M	Buy	38,897 +1,224	+3%	+$144K	0.36%	71
2023 Q3	$4.33M	Sell	37,673 -115	-0.3%	-$14K	0.36%	64
2023 Q2	$4.63M	Sell	37,788 -460	-1%	-$56.2K	0.41%	63
2023 Q1	$4.73M	Sell	38,248 -25	-0.1%	-$3.15K	0.44%	54
2022 Q4	$4.79M	Buy	38,273 +2,598	+7%	+$321K	0.48%	47
2022 Q3	$3.98M	Sell	35,675 -11,712	-25%	-$1.44M	0.36%	60
2022 Q2	$5.62M	Buy	47,387 +27,329	+136%	+$3.41M	0.6%	36
2022 Q1	$2.57M	Sell	20,058 -450	-2%	-$56.9K	0.26%	95
2021 Q4	$2.65M	Buy	20,508 +219	+1%	+$27.3K	0.26%	89
2021 Q3	$2.38M	Sell	20,289 -1,191	-6%	-$146K	0.26%	92
2021 Q2	$2.63M	Sell	21,480 -3,142	-13%	-$388K	0.29%	75
2021 Q1	$2.91M	Buy	24,622 +314	+1%	+$35.2K	0.36%	66
2020 Q4	$2.57M	Sell	24,308 -5,825	-19%	-$589K	0.36%	69
2020 Q3	$2.78M	Buy	30,133 +253	+0.8%	+$23.9K	0.45%	50
2020 Q2	$2.73M	Buy	29,880 +1,232	+4%	+$108K	0.49%	46
2020 Q1	$2.29M	Buy	28,648 +4,028	+16%	+$397K	0.51%	46
2019 Q4	$2.65M	Buy	24,620 +3,669	+18%	+$385K	0.48%	52
2019 Q3	$2.15M	Buy	+20,951	New	+$2.11M	0.42%	68

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

IFG Advisory's SDY Position: Q1 2026 in Review

IFG Advisory sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2026, closing a stake of 12,098 shares — an estimated $1.68M sold.

IFG Advisory first reported a position in SDY in Q3 2019 and held it in 26 quarters. The position peaked at $5.62M in Q2 2022. 1,234 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

IFG Advisory reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2026 after selling out during the quarter.
IFG Advisory sold 12,098 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $1.68M.
IFG Advisory first reported a position in State Street SPDR S&P Dividend ETF in Q3 2019 and held it in 26 quarters.
IFG Advisory's State Street SPDR S&P Dividend ETF position peaked at $5.62M in Q2 2022.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.