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Stegner Investment Associates’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Stegner Investment Associates’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 		– Sell
-1,622
Closed -$226K – 31
2025
Q4 		$226K Sell
1,622
-599
-27% -$83.3K 0.12% 27
2025
Q3 		$311K Buy
+2,221
New +$310K 0.17% 24

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stegner Investment Associates's SDY Position: Q1 2026 in Review

Stegner Investment Associates sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2026, closing a stake of 1,622 shares — an estimated $226K sold.

Stegner Investment Associates first reported a position in SDY in Q3 2025 and held it in 2 quarters. The position peaked at $311K in Q3 2025. 1,240 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • Stegner Investment Associates reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • Stegner Investment Associates sold 1,622 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $226K.
  • Stegner Investment Associates first reported a position in State Street SPDR S&P Dividend ETF in Q3 2025 and held it in 2 quarters.
  • Stegner Investment Associates's State Street SPDR S&P Dividend ETF position peaked at $311K in Q3 2025.
  • 1,240 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Stegner Investment Associates's 13F filing for Q1 2026, filed 30 Apr 2026.