Larson Financial Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Larson Financial 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	$3.92M	Buy	26,886 +82	+0.3%	+$12.2K	0.13%	146
2025 Q4	$3.73M	Buy	26,804 +18	+0.1%	+$2.5K	0.12%	151
2025 Q3	$3.75M	Sell	26,786 -182	-0.7%	-$25.4K	0.13%	144
2025 Q2	$3.66M	Buy	26,968 +482	+2%	+$63.9K	0.15%	137
2025 Q1	$3.59M	Buy	26,486 +15,624	+144%	+$2.1M	0.17%	114
2024 Q4	$1.43M	Buy	10,862 +426	+4%	+$59.5K	0.07%	206
2024 Q3	$1.48M	Buy	10,436 +89	+0.9%	+$12K	0.08%	192
2024 Q2	$1.32M	Buy	10,347 +9,346	+934%	+$1.2M	0.09%	176
2024 Q1	$131K	Hold	1,001	–	–	0.01%	493
2023 Q4	$125K	Sell	1,001 -573	-36%	-$67.3K	0.01%	444
2023 Q3	$181K	Buy	1,574 +308	+24%	+$37.6K	0.02%	343
2023 Q2	$155K	Hold	1,266	–	–	0.02%	356
2023 Q1	$157K	Buy	1,266 +265	+26%	+$33.3K	0.02%	352
2022 Q4	$125K	Hold	1,001	–	–	0.02%	375
2022 Q3	$112K	Hold	1,001	–	–	0.02%	346
2022 Q2	$119K	Hold	1,001	–	–	0.02%	242
2022 Q1	$128K	Buy	1,001 +520	+108%	+$65.7K	0.02%	242
2021 Q4	$62K	Hold	481	–	–	0.01%	345
2021 Q3	$57K	Hold	481	–	–	0.01%	274
2021 Q2	$59K	Hold	481	–	–	0.01%	252
2021 Q1	$57K	Hold	481	–	–	0.02%	234
2020 Q4	$51K	Hold	481	–	–	0.02%	216
2020 Q3	$44K	Hold	481	–	–	0.02%	219
2020 Q2	$44K	Hold	481	–	–	0.02%	199
2020 Q1	$38K	Hold	481	–	–	0.02%	172
2019 Q4	$52K	Buy	481 +152	+46%	+$16K	0.03%	152
2019 Q3	$34K	Buy	329 +129	+65%	+$13K	0.02%	177
2019 Q2	$20K	Buy	+200	New	+$20K	0.01%	185

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

Larson Financial Group's SDY Position: Q1 2026 in Review

Larson Financial Group increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.31% in Q1 2026, buying an estimated $12.2K and bringing the position to 26,886 shares worth $3.92M. The position accounts for 0.13% of the portfolio, ranked #146.

Larson Financial Group first reported a position in SDY in Q2 2019 and has held it in 28 quarters since. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Larson Financial Group held 26,886 shares of State Street SPDR S&P Dividend ETF worth $3.92M as of Q1 2026.
Larson Financial Group bought 82 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $12.2K.
State Street SPDR S&P Dividend ETF made up 0.13% of Larson Financial Group's portfolio in Q1 2026, its #146 holding.
Larson Financial Group first reported a position in State Street SPDR S&P Dividend ETF in Q2 2019 and has held it in 28 quarters since.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.