Nemes Rush Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Nemes Rush Group’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	$49.2K	Hold	337	–	–	﹤0.01%	364
2025 Q4	$46.8K	Sell	337 -830	-71%	-$115K	﹤0.01%	352
2025 Q3	$163K	Buy	1,167 +6	+0.5%	+$837	0.02%	208
2025 Q2	$158K	Buy	1,161 +6	+0.5%	+$796	0.02%	213
2025 Q1	$157K	Buy	1,155 +6	+0.5%	+$807	0.02%	220
2024 Q4	$152K	Buy	1,149 +960	+508%	+$134K	0.02%	212
2024 Q3	$24.8K	Sell	189 -42	-18%	-$5.68K	﹤0.01%	326
2024 Q2	$29.4K	Buy	231 +42	+22%	+$5.41K	﹤0.01%	312
2024 Q1	$24.8K	Hold	189	–	–	﹤0.01%	354
2023 Q4	$23.6K	Hold	189	–	–	﹤0.01%	332
2023 Q3	$21.7K	Hold	189	–	–	﹤0.01%	333
2023 Q2	$23.2K	Buy	+189	New	+$23.1K	﹤0.01%	347

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

Nemes Rush Group's SDY Position: Q1 2026 in Review

Nemes Rush Group held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 337 shares worth $49.2K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Nemes Rush Group first reported a position in SDY in Q2 2023 and has held it in 12 quarters since. The position peaked at $163K in Q3 2025. 1,234 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Nemes Rush Group held 337 shares of State Street SPDR S&P Dividend ETF worth $49.2K as of Q1 2026.
Nemes Rush Group left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Nemes Rush Group's portfolio in Q1 2026, its #364 holding.
Nemes Rush Group first reported a position in State Street SPDR S&P Dividend ETF in Q2 2023 and has held it in 12 quarters since.
Nemes Rush Group's State Street SPDR S&P Dividend ETF position peaked at $163K in Q3 2025.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Nemes Rush Group's 13F filing for Q1 2026, filed 21 Apr 2026.