Mark Sheptoff Financial Planning’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Mark Sheptoff Financial Planning’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	$70.5K	Hold	475	–	–	0.04%	157
2025 Q4	$66.1K	Hold	475	–	–	0.03%	181
2025 Q3	$66.5K	Hold	475	–	–	0.03%	173
2025 Q2	$64.5K	Hold	475	–	–	0.03%	163
2025 Q1	$64.4K	Hold	475	–	–	0.04%	151
2024 Q4	$62.7K	Hold	475	–	–	0.03%	159
2024 Q3	$67.5K	Hold	475	–	–	0.04%	151
2024 Q2	$60.4K	Hold	475	–	–	0.03%	165
2024 Q1	$62.3K	Hold	475	–	–	0.03%	159
2023 Q4	$59.4K	Hold	475	–	–	0.04%	148
2023 Q3	$54.6K	Hold	475	–	–	0.04%	142
2023 Q2	$58.2K	Hold	475	–	–	0.03%	152
2023 Q1	$58.8K	Hold	475	–	–	0.03%	144
2022 Q4	$59.4K	Hold	475	–	–	0.03%	139
2022 Q3	$53K	Hold	475	–	–	0.03%	140
2022 Q2	$56K	Hold	475	–	–	0.03%	149
2022 Q1	$61K	Hold	475	–	–	0.03%	162
2021 Q4	$61K	Hold	475	–	–	0.03%	168
2021 Q3	$56K	Hold	475	–	–	0.03%	169
2021 Q2	$58K	Hold	475	–	–	0.03%	172
2021 Q1	$56K	Hold	475	–	–	0.03%	158
2020 Q4	$50K	Hold	475	–	–	0.03%	158
2020 Q3	$44K	Hold	475	–	–	0.03%	151
2020 Q2	$43K	Sell	475 -225	-32%	-$19.8K	0.03%	153
2020 Q1	$56K	Hold	700	–	–	0.04%	131
2019 Q4	$75K	Hold	700	–	–	0.05%	128
2019 Q3	$72K	Hold	700	–	–	0.05%	127
2019 Q2	$71K	Hold	700	–	–	0.05%	136
2019 Q1	$70K	Buy	700 +100	+17%	+$9.61K	0.05%	132
2018 Q4	$54K	Hold	600	–	–	0.04%	128
2018 Q3	$59K	Hold	600	–	–	0.04%	152
2018 Q2	$56K	Hold	600	–	–	0.04%	149
2018 Q1	$55K	Hold	600	–	–	0.04%	154
2017 Q4	$57K	Hold	600	–	–	0.04%	166
2017 Q3	$55K	Hold	600	–	–	0.04%	170
2017 Q2	$53K	Sell	600 -1	-0.2%	-$89	0.04%	173
2017 Q1	$53K	Buy	601 +1	+0.2%	+$87	0.04%	179
2016 Q4	$51K	Hold	600	–	–	0.04%	177
2016 Q3	$51K	Hold	600	–	–	0.04%	171
2016 Q2	$50K	Hold	600	–	–	0.04%	158
2016 Q1	$48K	Hold	600	–	–	0.04%	156
2015 Q4	$44K	Buy	600 +450	+300%	+$34.3K	0.04%	176
2015 Q3	$11K	Buy	+150	New	+$11.3K	0.01%	247

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

Mark Sheptoff Financial Planning's SDY Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 475 shares worth $70.5K. The position accounts for 0.04% of the portfolio, ranked #157.

Mark Sheptoff Financial Planning first reported a position in SDY in Q3 2015 and has held it in 43 quarters since. The position peaked at $75K in Q4 2019. 1,234 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Mark Sheptoff Financial Planning held 475 shares of State Street SPDR S&P Dividend ETF worth $70.5K as of Q1 2026.
Mark Sheptoff Financial Planning left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
State Street SPDR S&P Dividend ETF made up 0.04% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #157 holding.
Mark Sheptoff Financial Planning first reported a position in State Street SPDR S&P Dividend ETF in Q3 2015 and has held it in 43 quarters since.
Mark Sheptoff Financial Planning's State Street SPDR S&P Dividend ETF position peaked at $75K in Q4 2019.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.