PKS Advisory Services’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.77M Buy
18,961
+141
+0.7% +$21K 0.64% 32
2025
Q4
$2.62M Sell
18,820
-1,227
-6% -$171K 0.6% 33
2025
Q3
$2.81M Buy
20,047
+495
+3% +$69K 0.59% 30
2025
Q2
$2.65M Buy
19,552
+126
+0.6% +$16.7K 0.66% 28
2025
Q1
$2.64M Sell
19,426
-168
-0.9% -$22.6K 0.72% 27
2024
Q4
$2.59M Buy
+19,594
New +$2.74M 0.65% 29

Other funds holding SDY

PKS Advisory Services's SDY Position: Q1 2026 in Review

PKS Advisory Services increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.75% in Q1 2026, buying an estimated $21K and bringing the position to 18,961 shares worth $2.77M. The position accounts for 0.64% of the portfolio, ranked #32.

PKS Advisory Services first reported a position in SDY in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.81M in Q3 2025. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • PKS Advisory Services held 18,961 shares of State Street SPDR S&P Dividend ETF worth $2.77M as of Q1 2026.
  • PKS Advisory Services bought 141 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $21K.
  • State Street SPDR S&P Dividend ETF made up 0.64% of PKS Advisory Services's portfolio in Q1 2026, its #32 holding.
  • PKS Advisory Services first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 6 quarters since.
  • PKS Advisory Services's State Street SPDR S&P Dividend ETF position peaked at $2.81M in Q3 2025.
  • 1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.