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

SHP 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	$235K	Sell	1,610 -23	-1%	-$3.43K	0.02%	239
2025 Q4	$227K	Buy	+1,633	New	+$227K	0.02%	235

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 $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 $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

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

SHP Wealth Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.4% in Q1 2026, selling an estimated $3.43K and leaving 1,610 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #239.

SHP Wealth Management first reported a position in SDY in Q4 2025 and has held it in 2 quarters since. 1,239 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

SHP Wealth Management held 1,610 shares of State Street SPDR S&P Dividend ETF worth $235K as of Q1 2026.
SHP Wealth Management sold 23 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $3.43K.
State Street SPDR S&P Dividend ETF made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #239 holding.
SHP Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and has held it in 2 quarters since.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.