NWF Advisory Services’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDY
JIC
NWF Advisory Services's SDY Position: Q1 2026 in Review
NWF Advisory Services reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 2.4% in Q1 2026, selling an estimated $656K and leaving 178,029 shares worth $26M. The position accounts for 2.93% of the portfolio, ranked #5.
NWF Advisory Services first reported a position in SDY in Q1 2023 and has held it in 13 quarters since. The position peaked at $26.2M in Q3 2024. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.
- NWF Advisory Services held 178,029 shares of State Street SPDR S&P Dividend ETF worth $26M as of Q1 2026.
- NWF Advisory Services sold 4,401 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $656K.
- State Street SPDR S&P Dividend ETF made up 2.93% of NWF Advisory Services's portfolio in Q1 2026, its #5 holding.
- NWF Advisory Services first reported a position in State Street SPDR S&P Dividend ETF in Q1 2023 and has held it in 13 quarters since.
- NWF Advisory Services's State Street SPDR S&P Dividend ETF position peaked at $26.2M in Q3 2024.
- 1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.
Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.