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

Scissortail Wealth Management’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	-3,792	Closed	-$528K	–	121
2025 Q4	$528K	Buy	+3,792	New	+$528K	0.12%	74
2024 Q1	–	Sell	-3,133	Closed	-$390K	–	193
2023 Q4	$390K	Buy	+3,133	New	+$368K	0.12%	116
2022 Q3	–	Sell	-17,665	Closed	-$2.28M	–	138
2022 Q2	$2.28M	Buy	+17,665	New	+$2.2M	0.88%	39
2022 Q1	–	Sell	-17,665	Closed	-$2.28M	–	137
2021 Q4	$2.28M	Buy	+17,665	New	+$2.2M	0.88%	39

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

Scissortail Wealth Management's SDY Position: Q1 2026 in Review

Scissortail Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2026, closing a stake of 3,792 shares — an estimated $528K sold.

Scissortail Wealth Management first reported a position in SDY in Q4 2021 and held it in 4 quarters. The position peaked at $2.28M in Q2 2022. 1,241 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Scissortail Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2026 after selling out during the quarter.
Scissortail Wealth Management sold 3,792 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $528K.
Scissortail Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and held it in 4 quarters.
Scissortail Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $2.28M in Q2 2022.
1,241 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Scissortail Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.