PNFS
SDY icon

PW Nova Financial Services’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

PW Nova Financial Services’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 		$454K Sell
3,108
-16
-0.5% -$2.38K 0.11% 134
2025
Q4 		$438K Buy
+3,124
New +$435K 0.17% 82

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

PW Nova Financial Services's SDY Position: Q1 2026 in Review

PW Nova Financial Services reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.51% in Q1 2026, selling an estimated $2.38K and leaving 3,108 shares worth $454K. The position accounts for 0.11% of the portfolio, ranked #134.

PW Nova Financial Services first reported a position in SDY in Q4 2025 and has held it in 2 quarters since. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • PW Nova Financial Services held 3,108 shares of State Street SPDR S&P Dividend ETF worth $454K as of Q1 2026.
  • PW Nova Financial Services sold 16 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $2.38K.
  • State Street SPDR S&P Dividend ETF made up 0.11% of PW Nova Financial Services's portfolio in Q1 2026, its #134 holding.
  • PW Nova Financial Services first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on PW Nova Financial Services's 13F filing for Q1 2026, filed 16 Apr 2026.