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NFP Retirement Inc’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

NFP Retirement Inc’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 		$10.4M Buy
71,445
+8,867
+14% +$1.32M 0.63% 37
2025
Q4 		$8.71M Sell
62,578
-2,918
-4% -$406K 0.53% 39
2025
Q3 		$9.17M Sell
65,496
-1,159
-2% -$162K 0.59% 38
2025
Q2 		$9.05M Buy
66,655
+49,203
+282% +$6.53M 0.6% 39
2025
Q1 		$2.37M Sell
17,452
-5,829
-25% -$784K 0.19% 64
2024
Q4 		$3.08M Sell
23,281
-2,381
-9% -$333K 0.24% 60
2024
Q3 		$3.65M Sell
25,662
-27
-0.1% -$3.65K 0.3% 52
2024
Q2 		$3.27M Sell
25,689
-703
-3% -$90.6K 0.27% 55
2024
Q1 		$3.46M Sell
26,392
-265
-1% -$33.2K 0.3% 53
2023
Q4 		$3.33M Sell
26,657
-1,773
-6% -$208K 0.56% 40
2023
Q3 		$3.27M Sell
28,430
-916
-3% -$112K 0.62% 37
2023
Q2 		$3.6M Sell
29,346
-124
-0.4% -$15.1K 0.67% 38
2023
Q1 		$3.65M Buy
29,470
+4,635
+19% +$583K 0.73% 35
2022
Q4 		$3.11M Sell
24,835
-1,153
-4% -$142K 0.68% 36
2022
Q3 		$2.9M Buy
25,988
+6
+0% +$739 0.71% 41
2022
Q2 		$3.08M Buy
25,982
+104
+0.4% +$13K 0.78% 37
2022
Q1 		$3.32M Buy
25,878
+4,899
+23% +$619K 0.78% 36
2021
Q4 		$2.71M Sell
20,979
-661
-3% -$82.3K 0.97% 25
2021
Q3 		$2.54M Buy
21,640
+1,684
+8% +$206K 1.04% 22
2021
Q2 		$2.44M Sell
19,956
-384
-2% -$47.5K 0.94% 25
2021
Q1 		$2.4M Sell
20,340
-700
-3% -$78.5K 1.04% 27
2020
Q4 		$2.23M Buy
21,040
+428
+2% +$43.3K 1.38% 19
2020
Q3 		$1.9M Buy
20,612
+161
+0.8% +$15.2K 1.26% 21
2020
Q2 		$1.87M Buy
20,451
+1,336
+7% +$117K 1.36% 18
2020
Q1 		$1.53M Sell
19,115
-312
-2% -$30.8K 1.49% 15
2019
Q4 		$2.09M Buy
+19,427
New +$2.04M 1.94% 15

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

NFP Retirement Inc's SDY Position: Q1 2026 in Review

NFP Retirement Inc increased its State Street SPDR S&P Dividend ETF (SDY) stake by 14% in Q1 2026, buying an estimated $1.32M and bringing the position to 71,445 shares worth $10.4M. The position accounts for 0.63% of the portfolio, ranked #37.

NFP Retirement Inc first reported a position in SDY in Q4 2019 and has held it in 26 quarters since. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • NFP Retirement Inc held 71,445 shares of State Street SPDR S&P Dividend ETF worth $10.4M as of Q1 2026.
  • NFP Retirement Inc bought 8,867 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $1.32M.
  • State Street SPDR S&P Dividend ETF made up 0.63% of NFP Retirement Inc's portfolio in Q1 2026, its #37 holding.
  • NFP Retirement Inc first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.