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

Integrity 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	$1.49M	Sell	10,184 -1,810	-15%	-$270K	0.06%	246
2025 Q4	$1.67M	Buy	11,994 +4,387	+58%	+$610K	0.06%	237
2025 Q3	$1.07M	Sell	7,607 -49	-0.6%	-$6.83K	0.05%	242
2025 Q2	$1.04M	Sell	7,656 -2,641	-26%	-$350K	0.06%	219
2025 Q1	$1.4M	Buy	+10,297	New	+$1.38M	0.06%	223

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

Integrity Alliance's SDY Position: Q1 2026 in Review

Integrity Alliance reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 15% in Q1 2026, selling an estimated $270K and leaving 10,184 shares worth $1.49M. The position accounts for 0.06% of the portfolio, ranked #246.

Integrity Alliance first reported a position in SDY in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.67M in Q4 2025. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Integrity Alliance held 10,184 shares of State Street SPDR S&P Dividend ETF worth $1.49M as of Q1 2026.
Integrity Alliance sold 1,810 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $270K.
State Street SPDR S&P Dividend ETF made up 0.06% of Integrity Alliance's portfolio in Q1 2026, its #246 holding.
Integrity Alliance first reported a position in State Street SPDR S&P Dividend ETF in Q1 2025 and has held it in 5 quarters since.
Integrity Alliance's State Street SPDR S&P Dividend ETF position peaked at $1.67M in Q4 2025.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Integrity Alliance's 13F filing for Q1 2026, filed 11 May 2026.