Private Wealth Advisors (California)’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Private Wealth Advisors (California)’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	$648K	Buy	4,442 +13	+0.3%	+$1.94K	0.18%	74
2025 Q4	$616K	Sell	4,429 -122	-3%	-$17K	0.2%	69
2025 Q3	$637K	Buy	4,551 +12	+0.3%	+$1.67K	0.21%	65
2025 Q2	$616K	Buy	4,539 +5	+0.1%	+$663	0.23%	62
2025 Q1	$615K	Sell	4,534 -62	-1%	-$8.34K	0.22%	61
2024 Q4	$607K	Sell	4,596 -39	-0.8%	-$5.45K	0.24%	59
2024 Q3	$658K	Buy	4,635 +2	+0%	+$270	0.25%	56
2024 Q2	$583K	Sell	4,633 -51	-1%	-$6.57K	0.22%	58
2024 Q1	$615K	Sell	4,684 -97	-2%	-$12.2K	0.25%	55
2023 Q4	$597K	Sell	4,781 -67	-1%	-$7.87K	0.23%	50
2023 Q3	$558K	Sell	4,848 -101	-2%	-$12.3K	0.24%	53
2023 Q2	$607K	Sell	4,949 -146	-3%	-$17.8K	0.25%	51
2023 Q1	$630K	Sell	5,095 -90	-2%	-$11.3K	0.27%	51
2022 Q4	$649K	Buy	5,185 +14	+0.3%	+$1.73K	0.22%	59
2022 Q3	$577K	Buy	5,171 +16	+0.3%	+$1.97K	0.27%	50
2022 Q2	$665K	Buy	5,155 +1	+0%	+$125	0.25%	51
2022 Q1	$660K	Buy	5,154 +15	+0.3%	+$1.9K	0.21%	56
2021 Q4	$664K	Sell	5,139 -14,602	-74%	-$1.82M	0.14%	67
2021 Q3	$2.44M	Sell	19,741 -34	-0.2%	-$4.16K	0.58%	36
2021 Q2	$2.42M	Buy	19,775 +2,018	+11%	+$249K	0.74%	25
2021 Q1	$2.1M	Buy	17,757 +3,087	+21%	+$346K	0.71%	28
2020 Q4	$1.6M	Buy	14,670 +9,070	+162%	+$918K	0.55%	30
2020 Q3	$517K	Buy	5,600 +150	+3%	+$14.1K	0.27%	43
2020 Q2	$497K	Sell	5,450 -17,794	-77%	-$1.56M	0.35%	34
2020 Q1	$1.86M	Buy	23,244 +45	+0.2%	+$4.44K	1.52%	20
2019 Q4	$2.5M	Buy	23,199 +13	+0.1%	+$1.36K	1.44%	20
2019 Q3	$2.38M	Buy	23,186 +2,595	+13%	+$262K	1.55%	17
2019 Q2	$2.05M	Hold	20,591	–	–	1.39%	20
2019 Q1	$2.05M	Buy	20,591 +2,272	+12%	+$218K	1.39%	20
2018 Q4	$1.64M	Buy	+18,319	New	+$1.73M	1.32%	20

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

Private Wealth Advisors (California)'s SDY Position: Q1 2026 in Review

Private Wealth Advisors (California) increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.29% in Q1 2026, buying an estimated $1.94K and bringing the position to 4,442 shares worth $648K. The position accounts for 0.18% of the portfolio, ranked #74.

Private Wealth Advisors (California) first reported a position in SDY in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.5M in Q4 2019. 1,233 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Private Wealth Advisors (California) held 4,442 shares of State Street SPDR S&P Dividend ETF worth $648K as of Q1 2026.
Private Wealth Advisors (California) bought 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 0.18% of Private Wealth Advisors (California)'s portfolio in Q1 2026, its #74 holding.
Private Wealth Advisors (California) first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and has held it in 30 quarters since.
Private Wealth Advisors (California)'s State Street SPDR S&P Dividend ETF position peaked at $2.5M in Q4 2019.
1,233 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q1 2026, filed 13 May 2026.