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Mount Yale Investment Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Mount Yale Investment 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 		$6.23M Buy
42,688
+11,075
+35% +$1.65M 0.14% 159
2025
Q4 		$4.4M Buy
31,613
+3,470
+12% +$483K 0.21% 109
2025
Q3 		$3.94M Buy
+28,143
New +$3.93M 0.27% 82

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 $3.45B AUM 27.72% 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

Mount Yale Investment Advisors's SDY Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 35% in Q1 2026, buying an estimated $1.65M and bringing the position to 42,688 shares worth $6.23M. The position accounts for 0.14% of the portfolio, ranked #159.

Mount Yale Investment Advisors first reported a position in SDY in Q3 2025 and has held it in 3 quarters since. 1,238 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • Mount Yale Investment Advisors held 42,688 shares of State Street SPDR S&P Dividend ETF worth $6.23M as of Q1 2026.
  • Mount Yale Investment Advisors bought 11,075 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $1.65M.
  • State Street SPDR S&P Dividend ETF made up 0.14% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #159 holding.
  • Mount Yale Investment Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,238 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.