Intrua Financial’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Intrua Financial’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	$871K	Sell	5,970 -564	-9%	-$84K	0.09%	176
2025 Q4	$909K	Sell	6,534 -45	-0.7%	-$6.26K	0.1%	160
2025 Q3	$921K	Sell	6,579 -173	-3%	-$24.1K	0.1%	159
2025 Q2	$916K	Buy	6,752 +167	+3%	+$22.1K	0.12%	121
2025 Q1	$893K	Sell	6,585 -1,178	-15%	-$158K	0.13%	122
2024 Q4	$1.03M	Sell	7,763 -269	-3%	-$37.6K	0.16%	106
2024 Q3	$1.14M	Sell	8,032 -8,096	-50%	-$1.09M	0.17%	109
2024 Q2	$2.05M	Sell	16,128 -777	-5%	-$100K	0.31%	64
2024 Q1	$2.22M	Sell	16,905 -4,956	-23%	-$622K	0.32%	63
2023 Q4	$2.73M	Sell	21,861 -3,409	-13%	-$400K	0.4%	55
2023 Q3	$2.91M	Sell	25,270 -4,696	-16%	-$573K	0.49%	47
2023 Q2	$3.67M	Sell	29,966 -1,584	-5%	-$193K	0.62%	36
2023 Q1	$3.83M	Buy	31,550 +18,948	+150%	+$2.38M	0.8%	31
2022 Q4	$1.57M	Buy	12,602 +816	+7%	+$101K	0.36%	67
2022 Q3	$1.31M	Buy	11,786 +1,141	+11%	+$141K	0.35%	58
2022 Q2	$1.26M	Buy	10,645 +282	+3%	+$35.2K	0.27%	79
2022 Q1	$1.33M	Buy	10,363 +129	+1%	+$16.3K	0.24%	88
2021 Q4	$1.32M	Buy	10,234 +326	+3%	+$40.6K	0.23%	99
2021 Q3	$1.21M	Buy	9,908 +338	+4%	+$41.4K	0.22%	103
2021 Q2	$1.2M	Sell	9,570 -145	-1%	-$17.9K	0.29%	78
2021 Q1	$1.19M	Buy	9,715 +767	+9%	+$86K	0.3%	75
2020 Q4	$948K	Sell	8,948 -441	-5%	-$44.6K	0.42%	51
2020 Q3	$973K	Sell	9,389 -33,154	-78%	-$3.13M	0.48%	45
2020 Q2	$4.15M	Buy	+42,543	New	+$3.74M	1.58%	12

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

Intrua Financial's SDY Position: Q1 2026 in Review

Intrua Financial reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 8.6% in Q1 2026, selling an estimated $84K and leaving 5,970 shares worth $871K. The position accounts for 0.09% of the portfolio, ranked #176.

Intrua Financial first reported a position in SDY in Q2 2020 and has held it in 24 quarters since. The position peaked at $4.15M in Q2 2020. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Intrua Financial held 5,970 shares of State Street SPDR S&P Dividend ETF worth $871K as of Q1 2026.
Intrua Financial sold 564 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $84K.
State Street SPDR S&P Dividend ETF made up 0.09% of Intrua Financial's portfolio in Q1 2026, its #176 holding.
Intrua Financial first reported a position in State Street SPDR S&P Dividend ETF in Q2 2020 and has held it in 24 quarters since.
Intrua Financial's State Street SPDR S&P Dividend ETF position peaked at $4.15M in Q2 2020.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Intrua Financial's 13F filing for Q1 2026, filed 23 Apr 2026.