Legacy Financial Group (Iowa)
SDY icon

Legacy Financial Group (Iowa)’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Legacy Financial Group (Iowa)’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 		$42.5M Sell
291,421
-113
-0% -$16.8K 5.35% 4
2025
Q4 		$44.5M Buy
291,534
+1,906
+0.7% +$265K 5.5% 4
2025
Q3 		$40.6M Buy
289,628
+3,036
+1% +$424K 5.31% 4
2025
Q2 		$38.9M Sell
286,592
-81,756
-22% -$10.8M 5.43% 4
2025
Q1 		$50M Sell
368,348
-9,020
-2% -$1.21M 7.69% 3
2024
Q4 		$49.9M Buy
377,368
+3,088
+0.8% +$431K 8.07% 3
2024
Q3 		$53.2M Buy
374,280
+2,901
+0.8% +$392K 10.23% 2
2024
Q2 		$47.2M Sell
371,379
-22,215
-6% -$2.86M 9.29% 2
2024
Q1 		$51.7M Buy
393,594
+370,094
+1,575% +$46.4M 10.46% 2
2023
Q4 		$2.94M Sell
23,500
-377,201
-94% -$44.3M 13.32% 1
2023
Q3 		$46.1M Buy
400,701
+8,203
+2% +$1M 10.84% 1
2023
Q2 		$48.1M Sell
392,498
-84,597
-18% -$10.3M 12.4% 1
2023
Q1 		$59M Buy
477,095
+20,517
+4% +$2.58M 16.16% 1
2022
Q4 		$57.1M Buy
456,578
+62,586
+16% +$7.73M 17.11% 1
2022
Q3 		$43.9M Buy
393,992
+16,438
+4% +$2.02M 14.67% 1
2022
Q2 		$44.8M Buy
377,554
+4,263
+1% +$532K 14.14% 1
2022
Q1 		$47.8M Buy
373,291
+103,687
+38% +$13.1M 14.02% 1
2021
Q4 		$35.1M Sell
269,604
-86,863
-24% -$10.8M 15.1% 2
2021
Q3 		$41.9M Buy
356,467
+12,165
+4% +$1.49M 12.53% 2
2021
Q2 		$42.1M Buy
344,302
+54,824
+19% +$6.78M 12.72% 2
2021
Q1 		$34.2M Buy
289,478
+102,467
+55% +$11.5M 11.87% 2
2020
Q4 		$19.8M Buy
+187,011
New +$18.9M 7.62% 4

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

Legacy Financial Group (Iowa)'s SDY Position: Q1 2026 in Review

Legacy Financial Group (Iowa) reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.04% in Q1 2026, selling an estimated $16.8K and leaving 291,421 shares worth $42.5M. The position accounts for 5.35% of the portfolio, ranked #4.

Legacy Financial Group (Iowa) first reported a position in SDY in Q4 2020 and has held it in 22 quarters since. The position peaked at $59M in Q1 2023. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • Legacy Financial Group (Iowa) held 291,421 shares of State Street SPDR S&P Dividend ETF worth $42.5M as of Q1 2026.
  • Legacy Financial Group (Iowa) sold 113 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $16.8K.
  • State Street SPDR S&P Dividend ETF made up 5.35% of Legacy Financial Group (Iowa)'s portfolio in Q1 2026, its #4 holding.
  • Legacy Financial Group (Iowa) first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and has held it in 22 quarters since.
  • Legacy Financial Group (Iowa)'s State Street SPDR S&P Dividend ETF position peaked at $59M in Q1 2023.
  • 1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q1 2026, filed 4 May 2026.