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

KFA Private Wealth 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	$369K	Buy	2,528 +520	+26%	+$77.5K	0.09%	110
2025 Q4	$279K	Sell	2,008 -8	-0.4%	-$1.11K	0.07%	128
2025 Q3	$282K	Buy	2,016 +78	+4%	+$10.9K	0.08%	117
2025 Q2	$263K	Buy	1,938 +4	+0.2%	+$530	0.08%	115
2025 Q1	$262K	Buy	1,934 +4	+0.2%	+$538	0.09%	95
2024 Q4	$255K	Sell	1,930 -193	-9%	-$27K	0.11%	76
2024 Q3	$301K	Buy	2,123 +4	+0.2%	+$541	0.14%	64
2024 Q2	$270K	Buy	2,119 +4	+0.2%	+$515	0.14%	65
2024 Q1	$278K	Buy	+2,115	New	+$265K	0.09%	83

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

KFA Private Wealth Group's SDY Position: Q1 2026 in Review

KFA Private Wealth Group increased its State Street SPDR S&P Dividend ETF (SDY) stake by 26% in Q1 2026, buying an estimated $77.5K and bringing the position to 2,528 shares worth $369K. The position accounts for 0.09% of the portfolio, ranked #110.

KFA Private Wealth Group first reported a position in SDY in Q1 2024 and has held it in 9 quarters since. 1,233 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

KFA Private Wealth Group held 2,528 shares of State Street SPDR S&P Dividend ETF worth $369K as of Q1 2026.
KFA Private Wealth Group bought 520 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $77.5K.
State Street SPDR S&P Dividend ETF made up 0.09% of KFA Private Wealth Group's portfolio in Q1 2026, its #110 holding.
KFA Private Wealth Group first reported a position in State Street SPDR S&P Dividend ETF in Q1 2024 and has held it in 9 quarters since.
1,233 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

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