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

Sard Wealth Management 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	$14M	Buy	96,139 +255	+0.3%	+$38K	7.63%	6
2025 Q4	$13.3M	Buy	95,884 +2,112	+2%	+$294K	7.32%	5
2025 Q3	$13.1M	Buy	93,772 +497	+0.5%	+$69.3K	7.49%	5
2025 Q2	$12.7M	Buy	93,275 +2,092	+2%	+$277K	7.8%	5
2025 Q1	$12.4M	Buy	91,183 +2,198	+2%	+$296K	8.29%	5
2024 Q4	$11.8M	Sell	88,985 -1,004	-1%	-$140K	7.89%	5
2024 Q3	$12.8M	Sell	89,989 -480	-0.5%	-$64.9K	8.45%	5
2024 Q2	$11.5M	Sell	90,469 -8,201	-8%	-$1.06M	8.08%	5
2024 Q1	$12.9M	Buy	98,670 +523	+0.5%	+$65.6K	11.7%	2
2023 Q4	$12.3M	Buy	+98,147	New	+$11.5M	12.38%	2

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

Sard Wealth Management Group's SDY Position: Q1 2026 in Review

Sard Wealth Management Group increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.27% in Q1 2026, buying an estimated $38K and bringing the position to 96,139 shares worth $14M. The position accounts for 7.63% of the portfolio, ranked #6.

Sard Wealth Management Group first reported a position in SDY in Q4 2023 and has held it in 10 quarters since. 1,234 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Sard Wealth Management Group held 96,139 shares of State Street SPDR S&P Dividend ETF worth $14M as of Q1 2026.
Sard Wealth Management Group bought 255 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $38K.
State Street SPDR S&P Dividend ETF made up 7.63% of Sard Wealth Management Group's portfolio in Q1 2026, its #6 holding.
Sard Wealth Management Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 10 quarters since.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Sard Wealth Management Group's 13F filing for Q1 2026, filed 10 Apr 2026.