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Integrated Advisors Network’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Integrated Advisors Network’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 		$1.82M Sell
12,447
-1,731
-12% -$258K 0.1% 213
2025
Q4 		$1.97M Sell
14,178
-166
-1% -$23.1K 0.09% 233
2025
Q3 		$2.01M Sell
14,344
-200
-1% -$27.9K 0.08% 240
2025
Q2 		$1.97M Sell
14,544
-32
-0.2% -$4.24K 0.09% 240
2025
Q1 		$1.98M Sell
14,576
-110
-0.7% -$14.8K 0.1% 207
2024
Q4 		$1.94M Sell
14,686
-631
-4% -$88.1K 0.09% 208
2024
Q3 		$2.18M Sell
15,317
-207
-1% -$28K 0.1% 203
2024
Q2 		$1.97M Buy
15,524
+238
+2% +$30.7K 0.1% 202
2024
Q1 		$2.01M Buy
15,286
+3
+0% +$376 0.1% 207
2023
Q4 		$1.91M Buy
15,283
+4
+0% +$470 0.11% 203
2023
Q3 		$1.76M Sell
15,279
-247
-2% -$30.1K 0.11% 202
2023
Q2 		$1.9M Buy
15,526
+126
+0.8% +$15.4K 0.11% 203
2023
Q1 		$1.91M Buy
15,400
+44
+0.3% +$5.54K 0.11% 193
2022
Q4 		$1.92M Buy
15,356
+808
+6% +$99.8K 0.12% 188
2022
Q3 		$1.62M Buy
14,548
+2,171
+18% +$267K 0.11% 193
2022
Q2 		$1.47M Buy
12,377
+2,537
+26% +$316K 0.1% 224
2022
Q1 		$1.26M Buy
9,840
+737
+8% +$93.1K 0.07% 263
2021
Q4 		$1.18M Sell
9,103
-259
-3% -$32.2K 0.07% 252
2021
Q3 		$1.1M Buy
9,362
+3,080
+49% +$377K 0.07% 235
2021
Q2 		$768K Buy
6,282
+101
+2% +$12.5K 0.06% 273
2021
Q1 		$730K Buy
6,181
+793
+15% +$88.9K 0.07% 252
2020
Q4 		$571K Sell
5,388
-414
-7% -$41.9K 0.06% 263
2020
Q3 		$536K Sell
5,802
-421
-7% -$39.7K 0.07% 242
2020
Q2 		$568K Buy
6,223
+82
+1% +$7.21K 0.07% 241
2020
Q1 		$490K Buy
6,141
+2,462
+67% +$243K 0.1% 186
2019
Q4 		$396K Buy
+3,679
New +$386K 0.05% 274

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Integrated Advisors Network's SDY Position: Q1 2026 in Review

Integrated Advisors Network reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 12% in Q1 2026, selling an estimated $258K and leaving 12,447 shares worth $1.82M. The position accounts for 0.1% of the portfolio, ranked #213.

Integrated Advisors Network first reported a position in SDY in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.18M in Q3 2024. 1,234 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • Integrated Advisors Network held 12,447 shares of State Street SPDR S&P Dividend ETF worth $1.82M as of Q1 2026.
  • Integrated Advisors Network sold 1,731 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $258K.
  • State Street SPDR S&P Dividend ETF made up 0.1% of Integrated Advisors Network's portfolio in Q1 2026, its #213 holding.
  • Integrated Advisors Network first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 26 quarters since.
  • Integrated Advisors Network's State Street SPDR S&P Dividend ETF position peaked at $2.18M in Q3 2024.
  • 1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.