Resolute Wealth Strategies’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Resolute Wealth Strategies’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	$371K	Buy	2,543 +7	+0.3%	+$1.04K	0.16%	80
2025 Q4	$353K	Sell	2,536 -101	-4%	-$14.1K	0.15%	79
2025 Q3	$369K	Sell	2,637 -405	-13%	-$56.5K	0.17%	79
2025 Q2	$413K	Buy	3,042 +11	+0.4%	+$1.46K	0.22%	72
2025 Q1	$411K	Sell	3,031 -865	-22%	-$116K	0.23%	67
2024 Q4	$515K	Buy	3,896 +20	+0.5%	+$2.79K	0.26%	56
2024 Q3	$551K	Buy	3,876 +14	+0.4%	+$1.89K	0.29%	49
2024 Q2	$491K	Sell	3,862 -193	-5%	-$24.9K	0.28%	53
2024 Q1	$532K	Sell	4,055 -623	-13%	-$78.2K	0.32%	52
2023 Q4	$585K	Sell	4,678 -544	-10%	-$63.9K	0.4%	38
2023 Q3	$601K	Sell	5,222 -68	-1%	-$8.3K	0.45%	34
2023 Q2	$648K	Sell	5,290 -77	-1%	-$9.4K	0.5%	34
2023 Q1	$664K	Buy	+5,367	New	+$675K	0.57%	33

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

Resolute Wealth Strategies's SDY Position: Q1 2026 in Review

Resolute Wealth Strategies increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.28% in Q1 2026, buying an estimated $1.04K and bringing the position to 2,543 shares worth $371K. The position accounts for 0.16% of the portfolio, ranked #80.

Resolute Wealth Strategies first reported a position in SDY in Q1 2023 and has held it in 13 quarters since. The position peaked at $664K in Q1 2023. 1,235 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Resolute Wealth Strategies held 2,543 shares of State Street SPDR S&P Dividend ETF worth $371K as of Q1 2026.
Resolute Wealth Strategies bought 7 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $1.04K.
State Street SPDR S&P Dividend ETF made up 0.16% of Resolute Wealth Strategies's portfolio in Q1 2026, its #80 holding.
Resolute Wealth Strategies first reported a position in State Street SPDR S&P Dividend ETF in Q1 2023 and has held it in 13 quarters since.
Resolute Wealth Strategies's State Street SPDR S&P Dividend ETF position peaked at $664K in Q1 2023.
1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Resolute Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.