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Savvy Advisors Inc’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Savvy Advisors Inc’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 		$2.94M Buy
20,166
+1,165
+6% +$174K 0.08% 191
2025
Q4 		$2.64M Buy
+19,001
New +$2.64M 0.09% 183

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Savvy Advisors Inc's SDY Position: Q1 2026 in Review

Savvy Advisors Inc increased its State Street SPDR S&P Dividend ETF (SDY) stake by 6.1% in Q1 2026, buying an estimated $174K and bringing the position to 20,166 shares worth $2.94M. The position accounts for 0.08% of the portfolio, ranked #191.

Savvy Advisors Inc first reported a position in SDY in Q4 2025 and has held it in 2 quarters since. 1,234 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • Savvy Advisors Inc held 20,166 shares of State Street SPDR S&P Dividend ETF worth $2.94M as of Q1 2026.
  • Savvy Advisors Inc bought 1,165 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $174K.
  • State Street SPDR S&P Dividend ETF made up 0.08% of Savvy Advisors Inc's portfolio in Q1 2026, its #191 holding.
  • Savvy Advisors Inc first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.