SageView Advisory Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

SageView Advisory Group’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	–	Sell	-757	Closed	-$105K	–	2093
2025 Q4	$105K	Buy	+757	New	+$105K	﹤0.01%	818
2024 Q2	–	Sell	-5,904	Closed	-$315K	–	726
2024 Q1	$315K	Buy	5,904 +1,759	+42%	+$221K	0.02%	400
2023 Q4	$517K	Sell	4,145 -7,856	-65%	-$922K	0.02%	387
2023 Q3	$1.38M	Sell	12,001 -2,593	-18%	-$316K	0.08%	165
2023 Q2	$1.79M	Buy	14,594 +2,724	+23%	+$333K	0.1%	126
2023 Q1	$1.47M	Buy	11,870 +1,013	+9%	+$127K	0.09%	146
2022 Q4	$1.36M	Buy	+10,857	New	+$1.34M	0.11%	129

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SageView Advisory Group's SDY Position: Q1 2026 in Review

SageView Advisory Group sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2026, closing a stake of 757 shares — an estimated $105K sold.

SageView Advisory Group first reported a position in SDY in Q4 2022 and held it in 7 quarters. The position peaked at $1.79M in Q2 2023. 1,240 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

SageView Advisory Group reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 757 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $105K.
SageView Advisory Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and held it in 7 quarters.
SageView Advisory Group's State Street SPDR S&P Dividend ETF position peaked at $1.79M in Q2 2023.
1,240 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.