River Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

River Wealth Advisors’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	$419K	Hold	2,874	–	–	0.05%	162
2025 Q4	$400K	Sell	2,874 -25	-0.9%	-$3.48K	0.04%	162
2025 Q3	$406K	Hold	2,899	–	–	0.05%	163
2025 Q2	$393K	Hold	2,899	–	–	0.05%	168
2025 Q1	$393K	Hold	2,899	–	–	0.05%	160
2024 Q4	$383K	Hold	2,899	–	–	0.05%	169
2024 Q3	$412K	Hold	2,899	–	–	0.05%	159
2024 Q2	$369K	Sell	2,899 -179	-6%	-$23.1K	0.05%	160
2024 Q1	$404K	Hold	3,078	–	–	0.06%	153
2023 Q4	$385K	Sell	3,078 -1	-0%	-$117	0.06%	155
2023 Q3	$354K	Sell	3,079 -636	-17%	-$77.6K	0.06%	159
2023 Q2	$455K	Sell	3,715 -138	-4%	-$16.9K	0.08%	151
2023 Q1	$477K	Sell	3,853 -286	-7%	-$36K	0.09%	148
2022 Q4	$518K	Sell	4,139 -338	-8%	-$41.7K	0.1%	143
2022 Q3	$499K	Sell	4,477 -30	-0.7%	-$3.69K	0.11%	138
2022 Q2	$535K	Hold	4,507	–	–	0.1%	142
2022 Q1	$577K	Sell	4,507 -119	-3%	-$15K	0.09%	142
2021 Q4	$597K	Hold	4,626	–	–	0.09%	144
2021 Q3	$544K	Buy	4,626 +586	+15%	+$71.8K	0.09%	146
2021 Q2	$494K	Buy	4,040 +8	+0.2%	+$989	0.09%	149
2021 Q1	$476K	Hold	4,032	–	–	0.09%	150
2020 Q4	$427K	Hold	4,032	–	–	0.09%	152
2020 Q3	$373K	Hold	4,032	–	–	0.1%	151
2020 Q2	$368K	Buy	4,032 +398	+11%	+$35K	0.11%	137
2020 Q1	$290K	Hold	3,634	–	–	0.12%	134
2019 Q4	$391K	Sell	3,634 -41	-1%	-$4.3K	0.13%	129
2019 Q3	$377K	Hold	3,675	–	–	0.14%	127
2019 Q2	$371K	Buy	+3,675	New	+$367K	0.14%	130
2019 Q1	–	Sell	-1,076	Closed	-$96K	–	423
2018 Q4	$96K	Hold	1,076	–	–	0.04%	192
2018 Q3	$105K	Hold	1,076	–	–	0.04%	204
2018 Q2	$100K	Buy	+1,076	New	+$99.1K	0.04%	200

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

River Wealth Advisors's SDY Position: Q1 2026 in Review

River Wealth Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 2,874 shares worth $419K. The position accounts for 0.05% of the portfolio, ranked #162.

River Wealth Advisors first reported a position in SDY in Q2 2018 and has held it in 31 quarters since. The position peaked at $597K in Q4 2021. 1,234 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

River Wealth Advisors held 2,874 shares of State Street SPDR S&P Dividend ETF worth $419K as of Q1 2026.
River Wealth Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
State Street SPDR S&P Dividend ETF made up 0.05% of River Wealth Advisors's portfolio in Q1 2026, its #162 holding.
River Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q2 2018 and has held it in 31 quarters since.
River Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $597K in Q4 2021.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.