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Laurel Wealth Advisors (North Carolina)’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-67
Closed -$9.32K – 558
2025
Q4 		$9.32K Buy
+67
New +$9.32K ﹤0.01% 491
2025
Q2 		– Sell
-189
Closed -$25.6K – 579
2025
Q1 		$25.6K Hold
189
– – ﹤0.01% 386
2024
Q4 		$25K Sell
189
-40
-17% -$5.59K ﹤0.01% 393
2024
Q3 		$32.5K Hold
229
– – 0.01% 355
2024
Q2 		$29.1K Hold
229
– – 0.01% 342
2024
Q1 		$30.1K Hold
229
– – 0.01% 345
2023
Q4 		$28.6K Hold
229
– – 0.01% 329
2023
Q3 		$26.3K Buy
229
+30
+15% +$3.66K 0.01% 337
2023
Q2 		$24.4K Hold
199
– – ﹤0.01% 349
2023
Q1 		$24.6K Sell
199
-100
-33% -$12.6K 0.01% 343
2022
Q4 		$37.4K Sell
299
-200
-40% -$24.7K 0.01% 282
2022
Q3 		$56K Sell
499
-13
-3% -$1.6K 0.01% 244
2022
Q2 		$61K Sell
512
-65
-11% -$8.11K 0.01% 242
2022
Q1 		$74K Buy
+577
New +$72.9K 0.02% 245
2021
Q3 		– Sell
-259
Closed -$32K – 729
2021
Q2 		$32K Buy
+259
New +$32K 0.01% 325
2021
Q1 		– Sell
-30
Closed -$3K – 674
2020
Q4 		$3K Buy
+30
New +$3.04K ﹤0.01% 529
2020
Q2 		– Sell
-75
Closed -$6K – 535
2020
Q1 		$6K Hold
75
– – ﹤0.01% 398
2019
Q4 		$8K Hold
75
– – ﹤0.01% 409
2019
Q3 		$8K Hold
75
– – ﹤0.01% 403
2019
Q2 		$8K Hold
75
– – ﹤0.01% 396
2019
Q1 		$7K Hold
75
– – ﹤0.01% 393
2018
Q4 		$7K Buy
+75
New +$7.07K ﹤0.01% 389

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s SDY Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2026, closing a stake of 67 shares — an estimated $9.32K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in SDY in Q4 2018 and held it in 22 quarters. The position peaked at $74K in Q1 2022. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 67 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $9.32K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and held it in 22 quarters.
  • Laurel Wealth Advisors (North Carolina)'s State Street SPDR S&P Dividend ETF position peaked at $74K in Q1 2022.
  • 1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.