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

Premier Path 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	$256K	Sell	1,756 -13	-0.7%	-$1.94K	0.03%	366
2025 Q4	$246K	Sell	1,769 -27	-2%	-$3.76K	0.03%	359
2025 Q3	$251K	Buy	1,796 +4	+0.2%	+$558	0.03%	357
2025 Q2	$243K	Buy	1,792 +2	+0.1%	+$265	0.03%	349
2025 Q1	$243K	Sell	1,790 -727	-29%	-$97.8K	0.04%	340
2024 Q4	$332K	Buy	2,517 +1,097	+77%	+$153K	0.05%	286
2024 Q3	$202K	Sell	1,420 -1,776	-56%	-$240K	0.03%	357
2024 Q2	$406K	Buy	3,196 +228	+8%	+$29.4K	0.07%	254
2024 Q1	$389K	Buy	2,968 +135	+5%	+$16.9K	0.07%	238
2023 Q4	$354K	Buy	+2,833	New	+$333K	0.08%	230

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

Premier Path Wealth Partners's SDY Position: Q1 2026 in Review

Premier Path Wealth Partners reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.73% in Q1 2026, selling an estimated $1.94K and leaving 1,756 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #366.

Premier Path Wealth Partners first reported a position in SDY in Q4 2023 and has held it in 10 quarters since. The position peaked at $406K in Q2 2024. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Premier Path Wealth Partners held 1,756 shares of State Street SPDR S&P Dividend ETF worth $256K as of Q1 2026.
Premier Path Wealth Partners sold 13 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $1.94K.
State Street SPDR S&P Dividend ETF made up 0.03% of Premier Path Wealth Partners's portfolio in Q1 2026, its #366 holding.
Premier Path Wealth Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 10 quarters since.
Premier Path Wealth Partners's State Street SPDR S&P Dividend ETF position peaked at $406K in Q2 2024.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.