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

Johnson & White 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 Q3	$4.29M	Sell	29,254 -310	-1%	-$48K	1.56%	18
2026 Q2	$4.5M	Sell	29,564 -776	-3%	-$116K	1.68%	17
2026 Q1	$4.43M	Sell	30,340 -1,713	-5%	-$255K	1.87%	16
2025 Q4	$4.46M	Sell	32,053 -707	-2%	-$98.4K	1.94%	16
2025 Q3	$4.59M	Sell	32,760 -190	-0.6%	-$26.5K	2.1%	16
2025 Q2	$4.47M	Sell	32,950 -1,019	-3%	-$135K	2.25%	14
2025 Q1	$4.61M	Sell	33,969 -5,586	-14%	-$751K	2.59%	13
2024 Q4	$5.19M	Sell	39,555 -4,386	-10%	-$613K	3.14%	9
2024 Q3	$6.24M	Sell	43,941 -2,255	-5%	-$305K	5.37%	4
2024 Q2	$5.88M	Sell	46,196 -7,954	-15%	-$1.02M	5.61%	5
2024 Q1	$7.11M	Sell	54,150 -4,276	-7%	-$536K	5.17%	2
2023 Q4	$7.3M	Buy	58,426 +1,556	+3%	+$183K	6.05%	2
2023 Q3	$6.54M	Buy	56,870 +847	+2%	+$103K	5.92%	2
2023 Q2	$6.87M	Sell	56,023 -849	-1%	-$104K	9.42%	2
2023 Q1	$7.04M	Buy	+56,872	New	+$7.16M	6.27%	2
2022 Q4	–	Sell	-51,076	Closed	-$5.7M	–	117
2022 Q3	$5.7M	Buy	+51,076	New	+$6.29M	6.43%	2

Other funds holding SDY

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Johnson & White Wealth Management's SDY Position: Q3 2026 in Review

Johnson & White Wealth Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1% in Q3 2026, selling an estimated $48K and leaving 29,254 shares worth $4.29M. The position accounts for 1.56% of the portfolio, ranked #18.

Johnson & White Wealth Management first reported a position in SDY in Q3 2022 and has held it in 16 quarters since. The position peaked at $7.3M in Q4 2023. 1,119 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

Johnson & White Wealth Management held 29,254 shares of State Street SPDR S&P Dividend ETF worth $4.29M as of Q3 2026.
Johnson & White Wealth Management sold 310 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $48K.
State Street SPDR S&P Dividend ETF made up 1.56% of Johnson & White Wealth Management's portfolio in Q3 2026, its #18 holding.
Johnson & White Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q3 2022 and has held it in 16 quarters since.
Johnson & White Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $7.3M in Q4 2023.
1,119 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Johnson & White Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.