Jeppson Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Jeppson Wealth Management’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	$1.4M	Sell	9,610 -435	-4%	-$64.8K	0.44%	58
2025 Q4	$1.4M	Sell	10,045 -350	-3%	-$48.7K	0.44%	57
2025 Q3	$1.46M	Sell	10,395 -200	-2%	-$27.9K	0.46%	58
2025 Q2	$1.44M	Sell	10,595 -55	-0.5%	-$7.29K	0.5%	52
2025 Q1	$1.44M	Sell	10,650 -100	-0.9%	-$13.4K	0.53%	51
2024 Q4	$1.42M	Sell	10,750 -390	-4%	-$54.5K	0.52%	53
2024 Q3	$1.58M	Sell	11,140 -390	-3%	-$52.7K	0.57%	45
2024 Q2	$1.47M	Sell	11,530 -515	-4%	-$66.3K	0.56%	47
2024 Q1	$1.58M	Sell	12,045 -550	-4%	-$69K	0.61%	44
2023 Q4	$1.57M	Sell	12,595 -55	-0.4%	-$6.46K	0.65%	39
2023 Q3	$1.45M	Sell	12,650 -75	-0.6%	-$9.15K	0.67%	34
2023 Q2	$1.56M	Sell	12,725 -395	-3%	-$48.2K	0.68%	33
2023 Q1	$1.62M	Sell	13,120 -1,197	-8%	-$151K	0.71%	31
2022 Q4	$1.79M	Sell	14,317 -2,041	-12%	-$252K	0.75%	28
2022 Q3	$1.82M	Sell	16,358 -440	-3%	-$54.2K	0.83%	24
2022 Q2	$1.99M	Buy	+16,798	New	+$2.09M	0.86%	22

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

Jeppson Wealth Management's SDY Position: Q1 2026 in Review

Jeppson Wealth Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 4.3% in Q1 2026, selling an estimated $64.8K and leaving 9,610 shares worth $1.4M. The position accounts for 0.44% of the portfolio, ranked #58.

Jeppson Wealth Management first reported a position in SDY in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.99M in Q2 2022. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Jeppson Wealth Management held 9,610 shares of State Street SPDR S&P Dividend ETF worth $1.4M as of Q1 2026.
Jeppson Wealth Management sold 435 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $64.8K.
State Street SPDR S&P Dividend ETF made up 0.44% of Jeppson Wealth Management's portfolio in Q1 2026, its #58 holding.
Jeppson Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2022 and has held it in 16 quarters since.
Jeppson Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $1.99M in Q2 2022.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.