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

Investment Advisory Group’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	$651K	Hold	4,460	–	–	0.17%	98
2025 Q4	$621K	Hold	4,460	–	–	0.16%	99
2025 Q3	$625K	Hold	4,460	–	–	0.17%	97
2025 Q2	$605K	Sell	4,460 -155	-3%	-$20.6K	0.18%	92
2025 Q1	$626K	Hold	4,615	–	–	0.21%	90
2024 Q4	$610K	Sell	4,615 -44	-0.9%	-$6.14K	0.2%	87
2024 Q3	$662K	Sell	4,659 -99	-2%	-$13.4K	0.23%	85
2024 Q2	$605K	Buy	4,758 +1	+0%	+$129	0.23%	80
2024 Q1	$624K	Sell	4,757 -50	-1%	-$6.27K	0.26%	75
2023 Q4	$601K	Sell	4,807 -165	-3%	-$19.4K	0.28%	70
2023 Q3	$572K	Buy	4,972 +148	+3%	+$18.1K	0.3%	66
2023 Q2	$591K	Hold	4,824	–	–	0.3%	65
2023 Q1	$597K	Hold	4,824	–	–	0.34%	63
2022 Q4	$603K	Buy	4,824 +608	+14%	+$75.1K	0.37%	57
2022 Q3	$470K	Hold	4,216	–	–	0.33%	63
2022 Q2	$500K	Hold	4,216	–	–	0.34%	61
2022 Q1	$540K	Hold	4,216	–	–	0.33%	65
2021 Q4	$527K	Buy	+4,216	New	+$525K	0.34%	60

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

Investment Advisory Group's SDY Position: Q1 2026 in Review

Investment Advisory Group held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 4,460 shares worth $651K. The position accounts for 0.17% of the portfolio, ranked #98.

Investment Advisory Group first reported a position in SDY in Q4 2021 and has held it in 18 quarters since. The position peaked at $662K in Q3 2024. 1,235 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Investment Advisory Group held 4,460 shares of State Street SPDR S&P Dividend ETF worth $651K as of Q1 2026.
Investment Advisory Group left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
State Street SPDR S&P Dividend ETF made up 0.17% of Investment Advisory Group's portfolio in Q1 2026, its #98 holding.
Investment Advisory Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 18 quarters since.
Investment Advisory Group's State Street SPDR S&P Dividend ETF position peaked at $662K in Q3 2024.
1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.