Kingsview Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDY
JIC
Kingsview Wealth Management's SDY Position: Q1 2026 in Review
Kingsview Wealth Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 3.2% in Q1 2026, selling an estimated $39.9K and leaving 8,162 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #620.
Kingsview Wealth Management first reported a position in SDY in Q1 2017 and has held it in 37 quarters since. The position peaked at $3.91M in Q4 2020. 1,237 funds tracked by Wall St. Rank hold SDY as of Q1 2026.
- Kingsview Wealth Management held 8,162 shares of State Street SPDR S&P Dividend ETF worth $1.19M as of Q1 2026.
- Kingsview Wealth Management sold 268 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $39.9K.
- State Street SPDR S&P Dividend ETF made up 0.02% of Kingsview Wealth Management's portfolio in Q1 2026, its #620 holding.
- Kingsview Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2017 and has held it in 37 quarters since.
- Kingsview Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $3.91M in Q4 2020.
- 1,237 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.
Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.