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

Quaker 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	$264K	Hold	1,811	–	–	0.08%	56
2025 Q4	$252K	Hold	1,811	–	–	0.08%	55
2025 Q3	$254K	Hold	1,811	–	–	0.08%	56
2025 Q2	$246K	Buy	+1,811	New	+$240K	0.08%	57
2024 Q3	$257K	Buy	+1,811	New	+$245K	0.09%	48
2024 Q1	$238K	Hold	1,811	–	–	0.1%	48
2023 Q4	$226K	Hold	1,811	–	–	0.1%	48
2023 Q3	$208K	Hold	1,811	–	–	0.1%	44
2023 Q2	$222K	Hold	1,811	–	–	0.1%	44
2023 Q1	$224K	Hold	1,811	–	–	0.1%	42
2022 Q4	$227K	Hold	1,811	–	–	0.12%	34
2022 Q3	$202K	Hold	1,811	–	–	0.11%	40
2022 Q2	$215K	Hold	1,811	–	–	0.11%	41
2022 Q1	$232K	Hold	1,811	–	–	0.1%	42
2021 Q4	$234K	Hold	1,811	–	–	0.1%	47
2021 Q3	$213K	Buy	+1,811	New	+$222K	0.24%	27
2021 Q1	$214K	Buy	+1,811	New	+$203K	0.1%	52

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

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

Quaker Wealth Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 1,811 shares worth $264K. The position accounts for 0.08% of the portfolio, ranked #56.

Quaker Wealth Management first reported a position in SDY in Q1 2021 and has held it in 17 quarters since. 1,233 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Quaker Wealth Management held 1,811 shares of State Street SPDR S&P Dividend ETF worth $264K as of Q1 2026.
Quaker Wealth Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
State Street SPDR S&P Dividend ETF made up 0.08% of Quaker Wealth Management's portfolio in Q1 2026, its #56 holding.
Quaker Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2021 and has held it in 17 quarters since.
1,233 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Quaker Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.