Leo Wealth LLC’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Leo Wealth LLC’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	$320K	Buy	2,190 +13	+0.6%	+$1.94K	0.02%	349
2025 Q4	$303K	Buy	2,177 +171	+9%	+$23.8K	0.02%	350
2025 Q3	$281K	Sell	2,006 -167	-8%	-$23.3K	0.04%	238
2025 Q2	$295K	Buy	2,173 +171	+9%	+$22.7K	0.02%	314
2025 Q1	$272K	Buy	2,002 +1	+0%	+$134	0.04%	230
2024 Q4	$264K	Sell	2,001 -191	-9%	-$26.7K	0.02%	302
2024 Q3	$311K	Sell	2,192 -946	-30%	-$128K	0.03%	274
2024 Q2	$399K	Sell	3,138 -191	-6%	-$24.6K	0.04%	241
2024 Q1	$437K	Sell	3,329 -84	-2%	-$10.5K	0.04%	230
2023 Q4	$427K	Buy	+3,413	New	+$401K	0.04%	218

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Leo Wealth LLC's SDY Position: Q1 2026 in Review

Leo Wealth LLC increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.6% in Q1 2026, buying an estimated $1.94K and bringing the position to 2,190 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #349.

Leo Wealth LLC first reported a position in SDY in Q4 2023 and has held it in 10 quarters since. The position peaked at $437K in Q1 2024. 1,240 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Leo Wealth LLC held 2,190 shares of State Street SPDR S&P Dividend ETF worth $320K as of Q1 2026.
Leo Wealth LLC bought 13 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $1.94K.
State Street SPDR S&P Dividend ETF made up 0.02% of Leo Wealth LLC's portfolio in Q1 2026, its #349 holding.
Leo Wealth LLC first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 10 quarters since.
Leo Wealth LLC's State Street SPDR S&P Dividend ETF position peaked at $437K in Q1 2024.
1,240 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.