Provident Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Provident Wealth Management’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	$392K	Buy	2,689 +11	+0.4%	+$1.64K	0.12%	49
2025 Q4	$373K	Buy	2,678 +12	+0.5%	+$1.67K	0.11%	52
2025 Q3	$373K	Buy	2,666 +10	+0.4%	+$1.4K	0.11%	53
2025 Q2	$361K	Buy	2,656 +11	+0.4%	+$1.46K	0.12%	53
2025 Q1	$359K	Buy	2,645 +10	+0.4%	+$1.34K	0.12%	51
2024 Q4	$348K	Buy	2,635 +12	+0.5%	+$1.68K	0.12%	57
2024 Q3	$373K	Buy	2,623 +9	+0.3%	+$1.22K	0.13%	57
2024 Q2	$332K	Buy	2,614 +11	+0.4%	+$1.42K	0.12%	56
2024 Q1	$342K	Buy	2,603 +9	+0.3%	+$1.13K	0.13%	51
2023 Q4	$324K	Buy	2,594 +12	+0.5%	+$1.41K	0.14%	48
2023 Q3	$297K	Buy	2,582 +11	+0.4%	+$1.34K	0.14%	47
2023 Q2	$315K	Buy	2,571 +10	+0.4%	+$1.22K	0.16%	46
2023 Q1	$317K	Buy	2,561 +9	+0.4%	+$1.13K	0.16%	46
2022 Q4	$319K	Buy	2,552 +11	+0.4%	+$1.36K	0.19%	44
2022 Q3	$283K	Buy	2,541 +10	+0.4%	+$1.23K	0.17%	46
2022 Q2	$300K	Buy	2,531 +1,187	+88%	+$148K	0.19%	44
2022 Q1	$172K	Buy	1,344 +332	+33%	+$42K	0.1%	65
2021 Q4	$131K	Hold	1,012	–	–	0.09%	64
2021 Q3	$119K	Hold	1,012	–	–	0.09%	59
2021 Q2	$124K	Sell	1,012 -204	-17%	-$25.2K	0.1%	59
2021 Q1	$144K	Sell	1,216 -798	-40%	-$89.5K	0.16%	48
2020 Q4	$213K	Buy	2,014 +60	+3%	+$6.07K	0.25%	43
2020 Q3	$181K	Buy	1,954 +1,039	+114%	+$98K	0.21%	48
2020 Q2	$83K	Buy	+915	New	+$80.4K	0.09%	45

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

Provident Wealth Management's SDY Position: Q1 2026 in Review

Provident Wealth Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.41% in Q1 2026, buying an estimated $1.64K and bringing the position to 2,689 shares worth $392K. The position accounts for 0.12% of the portfolio, ranked #49.

Provident Wealth Management first reported a position in SDY in Q2 2020 and has held it in 24 quarters since. 1,233 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Provident Wealth Management held 2,689 shares of State Street SPDR S&P Dividend ETF worth $392K as of Q1 2026.
Provident Wealth Management bought 11 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $1.64K.
State Street SPDR S&P Dividend ETF made up 0.12% of Provident Wealth Management's portfolio in Q1 2026, its #49 holding.
Provident Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2020 and has held it in 24 quarters since.
1,233 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Provident Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.