Root Financial Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Root Financial Partners’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	$166K	Buy	1,137 +14	+1%	+$2.09K	0.01%	381
2025 Q4	$156K	Hold	1,123	–	–	0.01%	340
2025 Q3	$157K	Buy	+1,123	New	+$157K	0.01%	325
2025 Q1	–	Sell	-2,061	Closed	-$272K	–	226
2024 Q4	$272K	Buy	+2,061	New	+$288K	0.03%	164

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

Root Financial Partners's SDY Position: Q1 2026 in Review

Root Financial Partners increased its State Street SPDR S&P Dividend ETF (SDY) stake by 1.2% in Q1 2026, buying an estimated $2.09K and bringing the position to 1,137 shares worth $166K. The position accounts for 0.01% of the portfolio, ranked #381.

Root Financial Partners first reported a position in SDY in Q4 2024 and has held it in 4 quarters since. The position peaked at $272K in Q4 2024. 1,234 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Root Financial Partners held 1,137 shares of State Street SPDR S&P Dividend ETF worth $166K as of Q1 2026.
Root Financial Partners bought 14 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $2.09K.
State Street SPDR S&P Dividend ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #381 holding.
Root Financial Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 4 quarters since.
Root Financial Partners's State Street SPDR S&P Dividend ETF position peaked at $272K in Q4 2024.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.