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

MONECO 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 		$8.36M Sell
57,270
-1,476
-3% -$220K 0.65% 33
2025
Q4 		$8.18M Sell
58,746
-1,264
-2% -$176K 0.65% 32
2025
Q3 		$8.4M Sell
60,010
-1,107
-2% -$154K 0.7% 31
2025
Q2 		$8.3M Buy
61,117
+265
+0.4% +$35.1K 0.77% 26
2025
Q1 		$8.26M Sell
60,852
-917
-1% -$123K 0.85% 26
2024
Q4 		$8.16M Sell
61,769
-766
-1% -$107K 0.86% 27
2024
Q3 		$8.88M Sell
62,535
-1,412
-2% -$191K 1.11% 20
2024
Q2 		$8.13M Sell
63,947
-1,429
-2% -$184K 1.2% 16
2024
Q1 		$8.58M Buy
65,376
+858
+1% +$108K 1.36% 13
2023
Q4 		$8.06M Sell
64,518
-2,976
-4% -$349K 1.54% 10
2023
Q3 		$7.76M Sell
67,494
-1,241
-2% -$151K 2.11% 8
2023
Q2 		$8.43M Sell
68,735
-3,814
-5% -$466K 2.29% 8
2023
Q1 		$8.97M Buy
72,549
+20
+0% +$2.52K 2.64% 6
2022
Q4 		$9.07M Buy
72,529
+392
+0.5% +$48.4K 3.28% 4
2022
Q3 		$8.04M Buy
72,137
+2,899
+4% +$357K 3.22% 5
2022
Q2 		$8.22M Buy
69,238
+19,394
+39% +$2.42M 3.19% 5
2022
Q1 		$6.39M Buy
49,844
+362
+0.7% +$45.8K 2.35% 7
2021
Q4 		$6.25M Buy
49,482
+869
+2% +$108K 2.35% 7
2021
Q3 		$5.71M Buy
48,613
+641
+1% +$78.5K 2.25% 7
2021
Q2 		$5.87M Sell
47,972
-10
-0% -$1.24K 2.7% 5
2021
Q1 		$5.66M Buy
47,982
+143
+0.3% +$16K 2.75% 5
2020
Q4 		$5.23M Buy
47,839
+352
+0.7% +$35.6K 2.89% 6
2020
Q3 		$4.39M Sell
47,487
-547
-1% -$51.6K 2.8% 6
2020
Q2 		$4.38M Buy
48,034
+415
+0.9% +$36.5K 3.43% 5
2020
Q1 		$3.8M Sell
47,619
-2,053
-4% -$202K 3.89% 5
2019
Q4 		$5.38M Sell
49,672
-466
-0.9% -$48.9K 3.83% 4
2019
Q3 		$5.14M Sell
50,138
-1,396
-3% -$141K 4% 4
2019
Q2 		$5.2M Buy
51,534
+2,607
+5% +$261K 4.18% 4
2019
Q1 		$4.86M Buy
48,927
+3,196
+7% +$307K 3.94% 4
2018
Q4 		$4.09M Buy
+45,731
New +$4.31M 4.76% 4

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MONECO Advisors's SDY Position: Q1 2026 in Review

MONECO Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 2.5% in Q1 2026, selling an estimated $220K and leaving 57,270 shares worth $8.36M. The position accounts for 0.65% of the portfolio, ranked #33.

MONECO Advisors first reported a position in SDY in Q4 2018 and has held it in 30 quarters since. The position peaked at $9.07M in Q4 2022. 1,234 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • MONECO Advisors held 57,270 shares of State Street SPDR S&P Dividend ETF worth $8.36M as of Q1 2026.
  • MONECO Advisors sold 1,476 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $220K.
  • State Street SPDR S&P Dividend ETF made up 0.65% of MONECO Advisors's portfolio in Q1 2026, its #33 holding.
  • MONECO Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and has held it in 30 quarters since.
  • MONECO Advisors's State Street SPDR S&P Dividend ETF position peaked at $9.07M in Q4 2022.
  • 1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.