Sage Mountain Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Sage Mountain 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	$1.31M	Hold	8,985	–	–	0.09%	83
2025 Q4	$1.25M	Sell	8,985 -845	-9%	-$118K	0.07%	142
2025 Q3	$1.38M	Hold	9,830	–	–	0.08%	129
2025 Q2	$1.33M	Sell	9,830 -219	-2%	-$29K	0.09%	109
2025 Q1	$1.36M	Buy	10,049 +196	+2%	+$26.4K	0.1%	93
2024 Q4	$1.3M	Hold	9,853	–	–	0.1%	94
2024 Q3	$1.4M	Hold	9,853	–	–	0.12%	88
2024 Q2	$1.25M	Sell	9,853 -138	-1%	-$17.8K	0.12%	82
2024 Q1	$1.31M	Buy	9,991 +138	+1%	+$17.3K	0.14%	73
2023 Q4	$1.23M	Hold	9,853	–	–	0.14%	70
2023 Q3	$1.13M	Sell	9,853 -4,047	-29%	-$494K	0.16%	67
2023 Q2	$1.7M	Hold	13,900	–	–	0.24%	52
2023 Q1	$1.72M	Hold	13,900	–	–	0.28%	46
2022 Q4	$1.74M	Hold	13,900	–	–	0.4%	27
2022 Q3	$1.55M	Hold	13,900	–	–	0.41%	27
2022 Q2	$1.65M	Hold	13,900	–	–	0.29%	48
2022 Q1	$1.78M	Hold	13,900	–	–	0.28%	49
2021 Q4	$1.79M	Hold	13,900	–	–	0.22%	61
2021 Q3	$1.63M	Buy	13,900 +2,350	+20%	+$288K	0.24%	67
2021 Q2	$1.41M	Hold	11,550	–	–	0.23%	71
2021 Q1	$1.36M	Buy	11,550 +11,050	+2,210%	+$1.24M	0.29%	54
2020 Q4	$53K	Buy	+500	New	+$50.6K	0.02%	228

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

Sage Mountain Advisors's SDY Position: Q1 2026 in Review

Sage Mountain Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 8,985 shares worth $1.31M. The position accounts for 0.09% of the portfolio, ranked #83.

Sage Mountain Advisors first reported a position in SDY in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.79M in Q4 2021. 1,234 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Sage Mountain Advisors held 8,985 shares of State Street SPDR S&P Dividend ETF worth $1.31M as of Q1 2026.
Sage Mountain 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 0.09% of Sage Mountain Advisors's portfolio in Q1 2026, its #83 holding.
Sage Mountain Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and has held it in 22 quarters since.
Sage Mountain Advisors's State Street SPDR S&P Dividend ETF position peaked at $1.79M 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 Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.