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Signal Advisors Wealth’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Signal Advisors Wealth’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 		$759K Sell
5,201
-1,243
-19% -$185K 0.05% 289
2025
Q4 		$897K Buy
6,444
+2,593
+67% +$361K 0.07% 213
2025
Q3 		$539K Buy
+3,851
New +$537K 0.05% 260

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Signal Advisors Wealth's SDY Position: Q1 2026 in Review

Signal Advisors Wealth reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 19% in Q1 2026, selling an estimated $185K and leaving 5,201 shares worth $759K. The position accounts for 0.05% of the portfolio, ranked #289.

Signal Advisors Wealth first reported a position in SDY in Q3 2025 and has held it in 3 quarters since. The position peaked at $897K in Q4 2025. 1,233 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • Signal Advisors Wealth held 5,201 shares of State Street SPDR S&P Dividend ETF worth $759K as of Q1 2026.
  • Signal Advisors Wealth sold 1,243 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $185K.
  • State Street SPDR S&P Dividend ETF made up 0.05% of Signal Advisors Wealth's portfolio in Q1 2026, its #289 holding.
  • Signal Advisors Wealth first reported a position in State Street SPDR S&P Dividend ETF in Q3 2025 and has held it in 3 quarters since.
  • Signal Advisors Wealth's State Street SPDR S&P Dividend ETF position peaked at $897K in Q4 2025.
  • 1,233 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.