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

Morling Financial 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	$51.5K	Hold	353	–	–	0.02%	91
2025 Q4	$49.1K	Hold	353	–	–	0.02%	87
2025 Q3	$49.4K	Hold	353	–	–	0.02%	84
2025 Q2	$47.9K	Hold	353	–	–	0.02%	84
2025 Q1	$47.9K	Hold	353	–	–	0.02%	103
2024 Q4	$46.6K	Hold	353	–	–	0.02%	95
2024 Q3	$50.1K	Hold	353	–	–	0.02%	83
2024 Q2	$44.9K	Hold	353	–	–	0.02%	74
2024 Q1	$46.3K	Hold	353	–	–	0.03%	84
2023 Q4	$44.1K	Sell	353 -121	-26%	-$14.2K	0.04%	68
2023 Q3	$54.5K	Sell	474 -1	-0.2%	-$122	0.05%	60
2023 Q2	$58.2K	Buy	475 +1	+0.2%	+$122	0.06%	61
2023 Q1	$58.6K	Buy	474 +1	+0.2%	+$126	0.06%	65
2022 Q4	$59.2K	Buy	473 +1	+0.2%	+$124	0.08%	65
2022 Q3	$53K	Buy	472 +1	+0.2%	+$123	0.07%	58
2022 Q2	$56K	Sell	471 -141	-23%	-$17.6K	0.07%	62
2022 Q1	$78K	Buy	612 +1	+0.2%	+$126	0.1%	64
2021 Q4	$79K	Buy	+611	New	+$76K	0.08%	61

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

Morling Financial Advisors's SDY Position: Q1 2026 in Review

Morling Financial Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 353 shares worth $51.5K. The position accounts for 0.02% of the portfolio, ranked #91.

Morling Financial Advisors first reported a position in SDY in Q4 2021 and has held it in 18 quarters since. The position peaked at $79K in Q4 2021. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Morling Financial Advisors held 353 shares of State Street SPDR S&P Dividend ETF worth $51.5K as of Q1 2026.
Morling Financial 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 0.02% of Morling Financial Advisors's portfolio in Q1 2026, its #91 holding.
Morling Financial Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 18 quarters since.
Morling Financial Advisors's State Street SPDR S&P Dividend ETF position peaked at $79K in Q4 2021.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Morling Financial Advisors's 13F filing for Q1 2026, filed 6 May 2026.