Serenus Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDY
JIC
Serenus Wealth Advisors's SDY Position: Q1 2026 in Review
Serenus Wealth Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.09% in Q1 2026, buying an estimated $447 and bringing the position to 3,322 shares worth $485K. The position accounts for 0.1% of the portfolio, ranked #40.
Serenus Wealth Advisors first reported a position in SDY in Q4 2024 and has held it in 6 quarters since. 1,233 funds tracked by Wall St. Rank hold SDY as of Q1 2026.
- Serenus Wealth Advisors held 3,322 shares of State Street SPDR S&P Dividend ETF worth $485K as of Q1 2026.
- Serenus Wealth Advisors bought 3 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $447.
- State Street SPDR S&P Dividend ETF made up 0.1% of Serenus Wealth Advisors's portfolio in Q1 2026, its #40 holding.
- Serenus Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 6 quarters since.
- 1,233 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.
Based on Serenus Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.