Independent Advisor Alliance’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Independent Advisor Alliance’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	$2.11M	Buy	14,443 +11,678	+422%	+$1.74M	0.02%	543
2025 Q4	$385K	Sell	2,765 -9	-0.3%	-$1.25K	0.01%	723
2025 Q3	$388K	Buy	2,774 +45	+2%	+$6.28K	0.01%	694
2025 Q2	$370K	Hold	2,729	–	–	0.01%	674
2025 Q1	$370K	Sell	2,729 -174,677	-98%	-$23.5M	0.01%	598
2024 Q4	$23.4M	Buy	+177,406	New	+$24.8M	0.31%	66
2022 Q1	–	Sell	-12,455	Closed	-$1.61M	–	732
2021 Q4	$1.61M	Buy	+12,455	New	+$1.55M	0.08%	191
2020 Q1	–	Sell	-46,188	Closed	-$4.97M	–	785
2019 Q4	$4.97M	Buy	46,188 +40,540	+718%	+$4.26M	0.22%	108
2019 Q3	$600K	Buy	+5,648	New	+$569K	0.07%	225
2019 Q2	–	Sell	-5,648	Closed	-$561K	–	470
2019 Q1	$561K	Buy	5,648 +1,358	+32%	+$131K	0.08%	214
2018 Q4	$412K	Buy	+4,290	New	+$405K	0.07%	234
2017 Q2	–	Sell	-10,672	Closed	-$935K	–	378
2017 Q1	$935K	Buy	+10,672	New	+$933K	0.15%	170

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

Independent Advisor Alliance's SDY Position: Q1 2026 in Review

Independent Advisor Alliance increased its State Street SPDR S&P Dividend ETF (SDY) stake by 422% in Q1 2026, buying an estimated $1.74M and bringing the position to 14,443 shares worth $2.11M. The position accounts for 0.02% of the portfolio, ranked #543.

Independent Advisor Alliance first reported a position in SDY in Q1 2017 and has held it in 12 quarters since. The position peaked at $23.4M in Q4 2024. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Independent Advisor Alliance held 14,443 shares of State Street SPDR S&P Dividend ETF worth $2.11M as of Q1 2026.
Independent Advisor Alliance bought 11,678 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $1.74M.
State Street SPDR S&P Dividend ETF made up 0.02% of Independent Advisor Alliance's portfolio in Q1 2026, its #543 holding.
Independent Advisor Alliance first reported a position in State Street SPDR S&P Dividend ETF in Q1 2017 and has held it in 12 quarters since.
Independent Advisor Alliance's State Street SPDR S&P Dividend ETF position peaked at $23.4M in Q4 2024.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.