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

Redwood Wealth Management 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	$1.67M	Sell	11,465 -546	-5%	-$81.4K	0.72%	40
2025 Q4	$1.67M	Sell	12,011 -634	-5%	-$88.2K	0.7%	42
2025 Q3	$1.77M	Sell	12,645 -740	-6%	-$103K	0.75%	38
2025 Q2	$1.82M	Sell	13,385 -471	-3%	-$62.5K	0.82%	32
2025 Q1	$1.88M	Sell	13,856 -4,590	-25%	-$617K	0.96%	30
2024 Q4	$2.43M	Sell	18,446 -2,121	-10%	-$296K	1.19%	21
2024 Q3	$2.92M	Sell	20,567 -2,057	-9%	-$278K	1.45%	15
2024 Q2	$2.88M	Sell	22,624 -578	-2%	-$74.5K	2.17%	10
2024 Q1	$3.05M	Sell	23,202 -1,174	-5%	-$147K	3.23%	4
2023 Q4	$3.05M	Sell	24,376 -1,425	-6%	-$167K	3.38%	4
2023 Q3	$2.97M	Sell	25,801 -665	-3%	-$81.2K	3.47%	3
2023 Q2	$3.24M	Sell	26,466 -219	-0.8%	-$26.8K	3.6%	3
2023 Q1	$3.3M	Sell	26,685 -964	-3%	-$121K	3.74%	2
2022 Q4	$3.46M	Buy	+27,649	New	+$3.42M	4.32%	1

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

Redwood Wealth Management Group's SDY Position: Q1 2026 in Review

Redwood Wealth Management Group reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 4.5% in Q1 2026, selling an estimated $81.4K and leaving 11,465 shares worth $1.67M. The position accounts for 0.72% of the portfolio, ranked #40.

Redwood Wealth Management Group first reported a position in SDY in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.46M in Q4 2022. 1,233 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Redwood Wealth Management Group held 11,465 shares of State Street SPDR S&P Dividend ETF worth $1.67M as of Q1 2026.
Redwood Wealth Management Group sold 546 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $81.4K.
State Street SPDR S&P Dividend ETF made up 0.72% of Redwood Wealth Management Group's portfolio in Q1 2026, its #40 holding.
Redwood Wealth Management Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 14 quarters since.
Redwood Wealth Management Group's State Street SPDR S&P Dividend ETF position peaked at $3.46M in Q4 2022.
1,233 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.