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

Signature Wealth Management 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	$245K	Hold	1,680	–	–	0.09%	119
2025 Q4	$234K	Hold	1,680	–	–	0.1%	102
2025 Q3	$235K	Hold	1,680	–	–	0.09%	107
2025 Q2	$228K	Hold	1,680	–	–	0.09%	108
2025 Q1	$228K	Hold	1,680	–	–	0.09%	109
2024 Q4	$222K	Hold	1,680	–	–	0.09%	102
2024 Q3	$239K	Hold	1,680	–	–	0.1%	100
2024 Q2	$214K	Hold	1,680	–	–	0.09%	99
2024 Q1	$213K	Hold	1,680	–	–	0.1%	99
2023 Q4	$210K	Buy	+1,680	New	+$197K	0.1%	99
2023 Q2	$206K	Hold	1,684	–	–	0.1%	95
2023 Q1	$208K	Hold	1,684	–	–	0.1%	93
2022 Q4	$211K	Buy	+1,684	New	+$208K	0.1%	89
2022 Q2	–	Sell	-1,684	Closed	-$216K	–	95
2022 Q1	$216K	Hold	1,684	–	–	0.1%	83
2021 Q4	$217K	Buy	+1,684	New	+$210K	0.11%	80
2021 Q3	–	Sell	-1,684	Closed	-$206K	–	78
2021 Q2	$206K	Buy	+1,684	New	+$208K	0.11%	74
2021 Q1	–	Sell	-2,148	Closed	-$228K	–	78
2020 Q4	$228K	Buy	+2,148	New	+$217K	0.14%	73
2020 Q3	–	Sell	-2,448	Closed	-$223K	–	74
2020 Q2	$223K	Buy	+2,448	New	+$215K	0.17%	67
2020 Q1	–	Sell	-2,448	Closed	-$263K	–	80
2019 Q4	$263K	Buy	2,448 +357	+17%	+$37.5K	0.17%	76
2019 Q3	$215K	Hold	2,091	–	–	0.14%	75
2019 Q2	$214K	Hold	2,091	–	–	0.14%	75
2019 Q1	$208K	Sell	2,091 -189	-8%	-$18.2K	0.15%	73
2018 Q4	$204K	Hold	2,280	–	–	0.16%	73
2018 Q3	$210K	Hold	2,280	–	–	0.16%	69
2018 Q2	$211K	Hold	2,280	–	–	0.16%	66
2018 Q1	$208K	Hold	2,280	–	–	0.16%	66
2017 Q4	$215K	Buy	+2,280	New	+$214K	0.16%	65

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Signature Wealth Management Group's SDY Position: Q1 2026 in Review

Signature Wealth Management Group held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 1,680 shares worth $245K. The position accounts for 0.09% of the portfolio, ranked #119.

Signature Wealth Management Group first reported a position in SDY in Q4 2017 and has held it in 27 quarters since. The position peaked at $263K in Q4 2019. 1,240 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Signature Wealth Management Group held 1,680 shares of State Street SPDR S&P Dividend ETF worth $245K as of Q1 2026.
Signature Wealth Management 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 0.09% of Signature Wealth Management Group's portfolio in Q1 2026, its #119 holding.
Signature Wealth Management Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and has held it in 27 quarters since.
Signature Wealth Management Group's State Street SPDR S&P Dividend ETF position peaked at $263K in Q4 2019.
1,240 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.