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Retirement Planning Group (Kansas)’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Retirement Planning Group (Kansas)’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 		$1.05M Sell
7,213
-87
-1% -$13K 0.03% 202
2025
Q4 		$1.02M Buy
7,300
+764
+12% +$106K 0.03% 190
2025
Q3 		$915K Buy
+6,536
New +$912K 0.03% 194
2013
Q3 		– Sell
-3,389
Closed -$225K – 81
2013
Q2 		$225K Buy
+3,389
New +$228K 0.09% 76

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

Retirement Planning Group (Kansas)'s SDY Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.2% in Q1 2026, selling an estimated $13K and leaving 7,213 shares worth $1.05M. The position accounts for 0.03% of the portfolio, ranked #202.

Retirement Planning Group (Kansas) first reported a position in SDY in Q2 2013 and has held it in 4 quarters since. 1,235 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • Retirement Planning Group (Kansas) held 7,213 shares of State Street SPDR S&P Dividend ETF worth $1.05M as of Q1 2026.
  • Retirement Planning Group (Kansas) sold 87 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $13K.
  • State Street SPDR S&P Dividend ETF made up 0.03% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #202 holding.
  • Retirement Planning Group (Kansas) first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and has held it in 4 quarters since.
  • 1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.