Pinnacle Wealth Planning Services’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Pinnacle Wealth Planning Services’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	$15.5K	Hold	106	–	–	﹤0.01%	1815
2025 Q4	$14.8K	Buy	+106	New	+$14.7K	﹤0.01%	1854
2021 Q1	–	Sell	-233	Closed	-$25K	–	1654
2020 Q4	$25K	Buy	+233	New	+$23.6K	0.01%	1077

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

Pinnacle Wealth Planning Services's SDY Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 106 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1815.

Pinnacle Wealth Planning Services first reported a position in SDY in Q4 2020 and has held it in 3 quarters since. The position peaked at $25K in Q4 2020. 1,233 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Pinnacle Wealth Planning Services held 106 shares of State Street SPDR S&P Dividend ETF worth $15.5K as of Q1 2026.
Pinnacle Wealth Planning Services 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 Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1815 holding.
Pinnacle Wealth Planning Services first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and has held it in 3 quarters since.
Pinnacle Wealth Planning Services's State Street SPDR S&P Dividend ETF position peaked at $25K in Q4 2020.
1,233 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.