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

Shared Vision Wealth 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	$343K	Hold	2,351	–	–	0.14%	78
2025 Q4	$345K	Sell	2,351 -302	-11%	-$42K	0.14%	74
2025 Q3	$371K	Hold	2,653	–	–	0.16%	69
2025 Q2	$363K	Hold	2,653	–	–	0.18%	60
2025 Q1	$360K	Hold	2,653	–	–	0.2%	56
2024 Q4	$350K	Hold	2,653	–	–	0.18%	54
2024 Q3	$377K	Hold	2,653	–	–	0.2%	54
2024 Q2	$337K	Hold	2,653	–	–	0.2%	57
2024 Q1	$348K	Hold	2,653	–	–	0.22%	54
2023 Q4	$332K	Buy	+2,653	New	+$311K	0.22%	55

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

Shared Vision Wealth Group's SDY Position: Q1 2026 in Review

Shared Vision Wealth Group held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 2,351 shares worth $343K. The position accounts for 0.14% of the portfolio, ranked #78.

Shared Vision Wealth Group first reported a position in SDY in Q4 2023 and has held it in 10 quarters since. The position peaked at $377K in Q3 2024. 1,234 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Shared Vision Wealth Group held 2,351 shares of State Street SPDR S&P Dividend ETF worth $343K as of Q1 2026.
Shared Vision Wealth Group left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
State Street SPDR S&P Dividend ETF made up 0.14% of Shared Vision Wealth Group's portfolio in Q1 2026, its #78 holding.
Shared Vision Wealth Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 10 quarters since.
Shared Vision Wealth Group's State Street SPDR S&P Dividend ETF position peaked at $377K in Q3 2024.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.