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

RMG 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	$14.8K	Buy	+100	New	+$14.9K	﹤0.01%	256
2025 Q4	–	Sell	-100	Closed	-$14K	–	485
2025 Q3	$14K	Hold	100	–	–	﹤0.01%	206
2025 Q2	$13.9K	Buy	+100	New	+$13.3K	﹤0.01%	204

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

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

RMG Wealth Management opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q1 2026: 100 shares worth $14.8K. The stake represents ﹤0.01% of the portfolio and ranks #256 among its holdings. This is a return to the name: RMG Wealth Management previously reported a position in SDY as recently as Q3 2025.

RMG Wealth Management first reported a position in SDY in Q2 2025 and has held it in 3 quarters since. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

RMG Wealth Management held 100 shares of State Street SPDR S&P Dividend ETF worth $14.8K as of Q1 2026.
State Street SPDR S&P Dividend ETF was a new RMG Wealth Management position in Q1 2026.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of RMG Wealth Management's portfolio in Q1 2026, its #256 holding.
RMG Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2025 and has held it in 3 quarters since.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.