Perfromance Wealth Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Perfromance Wealth Partners’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	$474K	Sell	3,251 -220	-6%	-$32.8K	0.01%	126
2025 Q4	$483K	Sell	3,471 -122	-3%	-$17K	0.01%	126
2025 Q3	$503K	Sell	3,593 -63	-2%	-$8.79K	0.01%	116
2025 Q2	$496K	Buy	3,656 +43	+1%	+$5.7K	0.02%	107
2025 Q1	$490K	Sell	3,613 -249	-6%	-$33.5K	0.02%	92
2024 Q4	$510K	Sell	3,862 -209	-5%	-$29.2K	0.02%	95
2024 Q3	$578K	Sell	4,071 -27	-0.7%	-$3.65K	0.02%	94
2024 Q2	$521K	Sell	4,098 -21	-0.5%	-$2.71K	0.02%	84
2024 Q1	$541K	Buy	4,119 +560	+16%	+$70.3K	0.02%	93
2023 Q4	$445K	Buy	3,559 +115	+3%	+$13.5K	0.02%	109
2023 Q3	$396K	Sell	3,444 -204	-6%	-$24.9K	0.02%	119
2023 Q2	$446K	Sell	3,648 -129	-3%	-$15.8K	0.02%	124
2023 Q1	$467K	Sell	3,777 -59	-2%	-$7.42K	0.02%	115
2022 Q4	$480K	Sell	3,836 -60	-2%	-$7.41K	0.03%	105
2022 Q3	$434K	Sell	3,896 -11	-0.3%	-$1.35K	0.03%	107
2022 Q2	$464K	Sell	3,907 -10	-0.3%	-$1.25K	0.03%	105
2022 Q1	$502K	Sell	3,917 -747	-16%	-$94.4K	0.02%	107
2021 Q4	$602K	Buy	+4,664	New	+$580K	0.02%	107

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

Perfromance Wealth Partners's SDY Position: Q1 2026 in Review

Perfromance Wealth Partners reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 6.3% in Q1 2026, selling an estimated $32.8K and leaving 3,251 shares worth $474K. The position accounts for 0.01% of the portfolio, ranked #126.

Perfromance Wealth Partners first reported a position in SDY in Q4 2021 and has held it in 18 quarters since. The position peaked at $602K in Q4 2021. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Perfromance Wealth Partners held 3,251 shares of State Street SPDR S&P Dividend ETF worth $474K as of Q1 2026.
Perfromance Wealth Partners sold 220 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $32.8K.
State Street SPDR S&P Dividend ETF made up 0.01% of Perfromance Wealth Partners's portfolio in Q1 2026, its #126 holding.
Perfromance Wealth Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 18 quarters since.
Perfromance Wealth Partners's State Street SPDR S&P Dividend ETF position peaked at $602K in Q4 2021.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.