Sigma Planning Corp’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Sigma Planning Corp’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	$1.44M	Buy	9,882 +312	+3%	+$46.5K	0.04%	434
2025 Q4	$1.33M	Sell	9,570 -298	-3%	-$41.5K	0.04%	443
2025 Q3	$1.38M	Buy	9,868 +119	+1%	+$16.6K	0.04%	423
2025 Q2	$1.32M	Buy	9,749 +5	+0.1%	+$663	0.04%	415
2025 Q1	$1.32M	Sell	9,744 -133	-1%	-$17.9K	0.04%	392
2024 Q4	$1.3M	Sell	9,877 -4,593	-32%	-$641K	0.04%	403
2024 Q3	$2.06M	Sell	14,470 -1,031	-7%	-$139K	0.06%	282
2024 Q2	$1.97M	Buy	15,501 +104	+0.7%	+$13.4K	0.06%	297
2024 Q1	$2.02M	Buy	15,397 +114	+0.7%	+$14.3K	0.06%	319
2023 Q4	$1.91M	Sell	15,283 -19,132	-56%	-$2.25M	0.15%	144
2023 Q3	$3.96M	Sell	34,415 -9,611	-22%	-$1.17M	0.15%	141
2023 Q2	$5.4M	Sell	44,026 -12,572	-22%	-$1.54M	0.19%	103
2023 Q1	$7M	Buy	56,598 +23,604	+72%	+$2.97M	0.23%	92
2022 Q4	$4.13M	Sell	32,994 -4,997	-13%	-$617K	0.15%	150
2022 Q3	$4.24M	Buy	37,991 +2,469	+7%	+$304K	0.16%	138
2022 Q2	$4.22M	Buy	35,522 +7,126	+25%	+$889K	0.15%	143
2022 Q1	$3.64M	Buy	28,396 +5,238	+23%	+$662K	0.11%	192
2021 Q4	$2.99M	Buy	23,158 +1,787	+8%	+$222K	0.08%	247
2021 Q3	$2.51M	Buy	21,371 +201	+0.9%	+$24.6K	0.08%	276
2021 Q2	$2.59M	Buy	21,170 +499	+2%	+$61.7K	0.08%	275
2021 Q1	$2.44M	Sell	20,671 -983	-5%	-$110K	0.08%	273
2020 Q4	$2.29M	Buy	21,654 +40	+0.2%	+$4.05K	0.08%	258
2020 Q3	$2M	Sell	21,614 -3,858	-15%	-$364K	0.08%	246
2020 Q2	$2.32M	Buy	25,472 +3,315	+15%	+$291K	0.1%	208
2020 Q1	$1.77M	Buy	22,157 +2,863	+15%	+$282K	0.11%	197
2019 Q4	$2.08M	Buy	19,294 +43	+0.2%	+$4.51K	0.09%	233
2019 Q3	$1.98M	Buy	19,251 +145	+0.8%	+$14.6K	0.09%	231
2019 Q2	$1.93M	Sell	19,106 -3,772	-16%	-$377K	0.1%	217
2019 Q1	$2.27M	Sell	22,878 -2,471	-10%	-$237K	0.13%	178
2018 Q4	$2.27M	Buy	25,349 +527	+2%	+$49.7K	0.17%	135
2018 Q3	$2.43M	Buy	24,822 +1,207	+5%	+$117K	0.14%	153
2018 Q2	$2.19M	Buy	23,615 +1,746	+8%	+$161K	0.15%	164
2018 Q1	$1.99M	Sell	21,869 -4,180	-16%	-$391K	0.15%	166
2017 Q4	$2.46M	Sell	26,049 -114	-0.4%	-$10.7K	0.19%	134
2017 Q3	$2.39M	Buy	26,163 +1,173	+5%	+$105K	0.2%	130
2017 Q2	$2.22M	Buy	24,990 +478	+2%	+$42.4K	0.21%	125
2017 Q1	$2.16M	Buy	24,512 +9,373	+62%	+$819K	0.21%	120
2016 Q4	$1.29M	Sell	15,139 -7,894	-34%	-$663K	0.14%	173
2016 Q3	$1.94M	Buy	23,033 +1,304	+6%	+$111K	0.23%	101
2016 Q2	$1.82M	Buy	21,729 +12,352	+132%	+$1M	0.24%	99
2016 Q1	$750K	Buy	9,377 +843	+10%	+$62.5K	0.1%	228
2015 Q4	$628K	Sell	8,534 -728	-8%	-$55.5K	0.09%	261
2015 Q3	$668K	Sell	9,262 -37,695	-80%	-$2.84M	0.11%	224
2015 Q2	$3.58M	Buy	46,957 +1,216	+3%	+$95.3K	0.49%	37
2015 Q1	$3.58M	Buy	45,741 +7,219	+19%	+$566K	0.47%	35
2014 Q4	$3.04M	Buy	+38,522	New	+$3.01M	0.4%	54

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

Sigma Planning Corp's SDY Position: Q1 2026 in Review

Sigma Planning Corp increased its State Street SPDR S&P Dividend ETF (SDY) stake by 3.3% in Q1 2026, buying an estimated $46.5K and bringing the position to 9,882 shares worth $1.44M. The position accounts for 0.04% of the portfolio, ranked #434.

Sigma Planning Corp first reported a position in SDY in Q4 2014 and has held it in 46 quarters since. The position peaked at $7M in Q1 2023. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Sigma Planning Corp held 9,882 shares of State Street SPDR S&P Dividend ETF worth $1.44M as of Q1 2026.
Sigma Planning Corp bought 312 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $46.5K.
State Street SPDR S&P Dividend ETF made up 0.04% of Sigma Planning Corp's portfolio in Q1 2026, its #434 holding.
Sigma Planning Corp first reported a position in State Street SPDR S&P Dividend ETF in Q4 2014 and has held it in 46 quarters since.
Sigma Planning Corp's State Street SPDR S&P Dividend ETF position peaked at $7M in Q1 2023.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.