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Prosperity Consulting Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Prosperity Consulting Group’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 		$14.2M Sell
97,411
-790
-0.8% -$118K 0.63% 27
2025
Q4 		$13.7M Sell
98,201
-3,648
-4% -$508K 0.61% 30
2025
Q3 		$14.3M Sell
101,849
-3,972
-4% -$554K 0.7% 28
2025
Q2 		$14.4M Sell
105,821
-4,176
-4% -$554K 1.05% 17
2025
Q1 		$14.9M Sell
109,997
-4,718
-4% -$635K 1.15% 13
2024
Q4 		$15.2M Sell
114,715
-3,981
-3% -$556K 1.14% 15
2024
Q3 		$16.9M Sell
118,696
-2,813
-2% -$380K 1.32% 10
2024
Q2 		$15.5M Sell
121,509
-7,612
-6% -$981K 2.1% 6
2024
Q1 		$16.9M Buy
129,121
+76,309
+144% +$9.57M 2.12% 6
2023
Q4 		$6.6M Sell
52,812
-2,767
-5% -$325K 2.21% 9
2023
Q3 		$6.39M Sell
55,579
-2,773
-5% -$338K 2.94% 6
2023
Q2 		$7.15M Sell
58,352
-393
-0.7% -$48K 4.39% 3
2023
Q1 		$7.27M Sell
58,745
-1,810
-3% -$228K 4.59% 3
2022
Q4 		$7.58M Sell
60,555
-1,163
-2% -$144K 5.05% 2
2022
Q3 		$6.88M Sell
61,718
-196
-0.3% -$24.1K 5.65% 3
2022
Q2 		$7.35M Sell
61,914
-88
-0.1% -$11K 6.37% 2
2022
Q1 		$7.94M Sell
62,002
-6,117
-9% -$773K 5.9% 2
2021
Q4 		$8.68M Buy
+68,119
New +$8.48M 6.51% 2

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Prosperity Consulting Group's SDY Position: Q1 2026 in Review

Prosperity Consulting Group reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.8% in Q1 2026, selling an estimated $118K and leaving 97,411 shares worth $14.2M. The position accounts for 0.63% of the portfolio, ranked #27.

Prosperity Consulting Group first reported a position in SDY in Q4 2021 and has held it in 18 quarters since. The position peaked at $16.9M in Q1 2024. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • Prosperity Consulting Group held 97,411 shares of State Street SPDR S&P Dividend ETF worth $14.2M as of Q1 2026.
  • Prosperity Consulting Group sold 790 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $118K.
  • State Street SPDR S&P Dividend ETF made up 0.63% of Prosperity Consulting Group's portfolio in Q1 2026, its #27 holding.
  • Prosperity Consulting Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 18 quarters since.
  • Prosperity Consulting Group's State Street SPDR S&P Dividend ETF position peaked at $16.9M in Q1 2024.
  • 1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.