MPWM Advisory Solutions’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$15.7K Buy
108
+1
+0.9% +$149 0.01% 296
2025
Q4
$14.9K Buy
107
+1
+0.9% +$139 0.01% 282
2025
Q3
$14.9K Hold
106
0.01% 261
2025
Q2
$14.3K Buy
+106
New +$14.1K 0.01% 271

Other funds holding SDY

MPWM Advisory Solutions's SDY Position: Q1 2026 in Review

MPWM Advisory Solutions increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.93% in Q1 2026, buying an estimated $149 and bringing the position to 108 shares worth $15.7K. The position accounts for 0.01% of the portfolio, ranked #296.

MPWM Advisory Solutions first reported a position in SDY in Q2 2025 and has held it in 4 quarters since. 1,233 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • MPWM Advisory Solutions held 108 shares of State Street SPDR S&P Dividend ETF worth $15.7K as of Q1 2026.
  • MPWM Advisory Solutions bought 1 State Street SPDR S&P Dividend ETF share in Q1 2026, an estimated $149.
  • State Street SPDR S&P Dividend ETF made up 0.01% of MPWM Advisory Solutions's portfolio in Q1 2026, its #296 holding.
  • MPWM Advisory Solutions first reported a position in State Street SPDR S&P Dividend ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,233 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.