Ken Fisher’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Ken Fisher’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	–	Sell	-3,273	Closed	-$456K	–	1100
2025 Q4	$456K	Buy	+3,273	New	+$455K	﹤0.01%	793
2024 Q3	–	Sell	-2,581	Closed	-$328K	–	1000
2024 Q2	$328K	Buy	+2,581	New	+$332K	﹤0.01%	862
2024 Q1	–	Sell	-3,083	Closed	-$385K	–	1047
2023 Q4	$385K	Buy	+3,083	New	+$362K	﹤0.01%	817
2021 Q4	–	Sell	-3,234	Closed	-$380K	–	993
2021 Q3	$380K	Buy	+3,234	New	+$396K	﹤0.01%	767
2020 Q1	–	Sell	-4,044	Closed	-$435K	–	840
2019 Q4	$435K	Buy	4,044 +1,805	+81%	+$189K	﹤0.01%	682
2019 Q3	$230K	Buy	+2,239	New	+$226K	﹤0.01%	770
2017 Q2	–	Sell	-2,451	Closed	-$216K	–	774
2017 Q1	$216K	Buy	+2,451	New	+$214K	﹤0.01%	669

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

Ken Fisher's SDY Position: Q1 2026 in Review

Ken Fisher sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2026, closing a stake of 3,273 shares — an estimated $456K sold.

Ken Fisher first reported a position in SDY in Q1 2017 and held it in 7 quarters. The position peaked at $456K in Q4 2025. 1,235 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Ken Fisher reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2026 after selling out during the quarter.
Ken Fisher sold 3,273 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $456K.
Ken Fisher first reported a position in State Street SPDR S&P Dividend ETF in Q1 2017 and held it in 7 quarters.
Ken Fisher's State Street SPDR S&P Dividend ETF position peaked at $456K in Q4 2025.
1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.