MGB Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

MGB Wealth Management’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
2025 Q4	$96K	Sell	688 -5	-0.7%	-$696	0.03%	247
2025 Q3	$96.9K	Hold	693	–	–	0.03%	251
2025 Q2	$93.9K	Buy	693 +248	+56%	+$32.9K	0.03%	242
2025 Q1	$60.4K	Hold	445	–	–	0.02%	248
2024 Q4	$58.8K	Hold	445	–	–	0.02%	238
2024 Q3	$63.2K	Hold	445	–	–	0.02%	232
2024 Q2	$58K	Hold	445	–	–	0.02%	232
2024 Q1	$58.4K	Hold	445	–	–	0.02%	222
2023 Q4	$55.6K	Buy	+445	New	+$52.2K	0.03%	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

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

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

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

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

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

MGB Wealth Management's SDY Position: Q4 2025 in Review

MGB Wealth Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.72% in Q4 2025, selling an estimated $696 and leaving 688 shares worth $96K. The position accounts for 0.03% of the portfolio, ranked #247.

MGB Wealth Management first reported a position in SDY in Q4 2023 and has held it in 9 quarters since. The position peaked at $96.9K in Q3 2025. 1,236 funds tracked by Wall St. Rank hold SDY as of Q4 2025.

MGB Wealth Management held 688 shares of State Street SPDR S&P Dividend ETF worth $96K as of Q4 2025.
MGB Wealth Management sold 5 State Street SPDR S&P Dividend ETF shares in Q4 2025, an estimated $696.
State Street SPDR S&P Dividend ETF made up 0.03% of MGB Wealth Management's portfolio in Q4 2025, its #247 holding.
MGB Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $96.9K in Q3 2025.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.