Miracle Mile Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Miracle Mile 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	$7.36M	Sell	50,452 -5,875	-10%	-$875K	0.1%	149
2025 Q4	$7.84M	Sell	56,327 -2,136	-4%	-$297K	0.11%	131
2025 Q3	$8.19M	Sell	58,463 -576	-1%	-$80.3K	0.12%	123
2025 Q2	$8.01M	Buy	59,039 +3,211	+6%	+$426K	0.13%	110
2025 Q1	$7.57M	Sell	55,828 -3,710	-6%	-$499K	0.15%	101
2024 Q4	$7.86M	Sell	59,538 -1,221	-2%	-$171K	0.16%	100
2024 Q3	$8.63M	Sell	60,759 -369	-0.6%	-$49.9K	0.2%	74
2024 Q2	$7.77M	Buy	61,128 +4,164	+7%	+$536K	0.19%	82
2024 Q1	$7.48M	Buy	56,964 +55,096	+2,949%	+$6.91M	0.19%	87
2023 Q4	$233K	Buy	+1,868	New	+$219K	0.01%	428
2019 Q3	–	Sell	-2,389	Closed	-$241K	–	287
2019 Q2	$241K	Buy	2,389 +2	+0.1%	+$200	0.02%	236
2019 Q1	$237K	Buy	2,387 +125	+6%	+$12K	0.02%	238
2018 Q4	$202K	Hold	2,262	–	–	0.02%	131
2018 Q3	$222K	Sell	2,262 -100	-4%	-$9.69K	0.02%	154
2018 Q2	$219K	Hold	2,362	–	–	0.02%	147
2018 Q1	$215K	Buy	+2,362	New	+$221K	0.02%	139

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

Miracle Mile Advisors's SDY Position: Q1 2026 in Review

Miracle Mile Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 10% in Q1 2026, selling an estimated $875K and leaving 50,452 shares worth $7.36M. The position accounts for 0.1% of the portfolio, ranked #149.

Miracle Mile Advisors first reported a position in SDY in Q1 2018 and has held it in 16 quarters since. The position peaked at $8.63M in Q3 2024. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Miracle Mile Advisors held 50,452 shares of State Street SPDR S&P Dividend ETF worth $7.36M as of Q1 2026.
Miracle Mile Advisors sold 5,875 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $875K.
State Street SPDR S&P Dividend ETF made up 0.1% of Miracle Mile Advisors's portfolio in Q1 2026, its #149 holding.
Miracle Mile Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q1 2018 and has held it in 16 quarters since.
Miracle Mile Advisors's State Street SPDR S&P Dividend ETF position peaked at $8.63M in Q3 2024.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Miracle Mile Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.