Kestra Private Wealth Services’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Kestra Private Wealth Services’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	$5.43M	Buy	37,232 +2,074	+6%	+$309K	0.07%	306
2025 Q4	$4.89M	Buy	35,158 +4,824	+16%	+$671K	0.06%	314
2025 Q3	$4.25M	Buy	30,334 +1,193	+4%	+$166K	0.06%	333
2025 Q2	$3.96M	Buy	29,141 +2,695	+10%	+$357K	0.06%	320
2025 Q1	$3.59M	Buy	26,446 +1,344	+5%	+$181K	0.06%	319
2024 Q4	$3.32M	Buy	25,102 +680	+3%	+$95K	0.06%	316
2024 Q3	$3.47M	Buy	24,422 +28	+0.1%	+$3.79K	0.06%	296
2024 Q2	$3.1M	Buy	24,394 +690	+3%	+$88.9K	0.06%	293
2024 Q1	$3.11M	Buy	23,704 +1,186	+5%	+$149K	0.07%	279
2023 Q4	$2.81M	Buy	22,518 +153	+0.7%	+$18K	0.07%	281
2023 Q3	$2.57M	Buy	22,365 +3,674	+20%	+$448K	0.08%	263
2023 Q2	$2.29M	Buy	18,691 +2,282	+14%	+$279K	0.08%	273
2023 Q1	$2.03M	Buy	16,409 +1,389	+9%	+$175K	0.08%	269
2022 Q4	$1.88M	Sell	15,020 -144	-0.9%	-$17.8K	0.1%	248
2022 Q3	$1.69M	Sell	15,164 -1,861	-11%	-$229K	0.1%	230
2022 Q2	$2.02M	Buy	17,025 +5,777	+51%	+$720K	0.12%	214
2022 Q1	$1.44M	Sell	11,248 -206	-2%	-$26K	0.07%	291
2021 Q4	$1.48M	Buy	11,454 +613	+6%	+$76.3K	0.07%	296
2021 Q3	$1.27M	Sell	10,841 -50	-0.5%	-$6.12K	0.07%	301
2021 Q2	$1.33M	Sell	10,891 -10,053	-48%	-$1.24M	0.08%	269
2021 Q1	$2.47M	Sell	20,944 -845	-4%	-$94.7K	0.17%	142
2020 Q4	$2.3M	Buy	21,789 +430	+2%	+$43.5K	0.17%	147
2020 Q3	$1.97M	Buy	+21,359	New	+$2.01M	0.17%	134

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

Kestra Private Wealth Services's SDY Position: Q1 2026 in Review

Kestra Private Wealth Services increased its State Street SPDR S&P Dividend ETF (SDY) stake by 5.9% in Q1 2026, buying an estimated $309K and bringing the position to 37,232 shares worth $5.43M. The position accounts for 0.07% of the portfolio, ranked #306.

Kestra Private Wealth Services first reported a position in SDY in Q3 2020 and has held it in 23 quarters since. 1,233 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Kestra Private Wealth Services held 37,232 shares of State Street SPDR S&P Dividend ETF worth $5.43M as of Q1 2026.
Kestra Private Wealth Services bought 2,074 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $309K.
State Street SPDR S&P Dividend ETF made up 0.07% of Kestra Private Wealth Services's portfolio in Q1 2026, its #306 holding.
Kestra Private Wealth Services first reported a position in State Street SPDR S&P Dividend ETF in Q3 2020 and has held it in 23 quarters since.
1,233 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.