Medallion Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Medallion Wealth Advisors’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	$159K	Hold	1,091	–	–	0.05%	282
2025 Q4	$152K	Hold	1,091	–	–	0.05%	279
2025 Q3	$153K	Hold	1,091	–	–	0.05%	273
2025 Q2	$148K	Hold	1,091	–	–	0.06%	279
2025 Q1	$148K	Hold	1,091	–	–	0.07%	244
2024 Q4	$147K	Buy	+1,091	New	+$152K	0.07%	229

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

Medallion Wealth Advisors's SDY Position: Q1 2026 in Review

Medallion Wealth Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 1,091 shares worth $159K. The position accounts for 0.05% of the portfolio, ranked #282.

Medallion Wealth Advisors first reported a position in SDY in Q4 2024 and has held it in 6 quarters since. 1,235 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Medallion Wealth Advisors held 1,091 shares of State Street SPDR S&P Dividend ETF worth $159K as of Q1 2026.
Medallion Wealth Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
State Street SPDR S&P Dividend ETF made up 0.05% of Medallion Wealth Advisors's portfolio in Q1 2026, its #282 holding.
Medallion Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 6 quarters since.
1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.