Madison Wealth Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Madison Wealth Partners’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	$457K	Buy	3,132 +181	+6%	+$27K	0.07%	124
2025 Q4	$411K	Buy	+2,951	New	+$411K	0.07%	119

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 $3.45B AUM 27.72% 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

Madison Wealth Partners's SDY Position: Q1 2026 in Review

Madison Wealth Partners increased its State Street SPDR S&P Dividend ETF (SDY) stake by 6.1% in Q1 2026, buying an estimated $27K and bringing the position to 3,132 shares worth $457K. The position accounts for 0.07% of the portfolio, ranked #124.

Madison Wealth Partners first reported a position in SDY in Q4 2025 and has held it in 2 quarters since. 1,236 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Madison Wealth Partners held 3,132 shares of State Street SPDR S&P Dividend ETF worth $457K as of Q1 2026.
Madison Wealth Partners bought 181 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $27K.
State Street SPDR S&P Dividend ETF made up 0.07% of Madison Wealth Partners's portfolio in Q1 2026, its #124 holding.
Madison Wealth Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and has held it in 2 quarters since.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.