Strategic Blueprint’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Strategic Blueprint’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	$661K	Sell	4,531 -230	-5%	-$34.3K	0.04%	355
2025 Q4	$663K	Sell	4,761 -5,767	-55%	-$802K	0.04%	351
2025 Q3	$1.47M	Buy	10,528 +33	+0.3%	+$4.6K	0.06%	259
2025 Q2	$1.42M	Sell	10,495 -3,276	-24%	-$434K	0.07%	244
2025 Q1	$1.87M	Buy	13,771 +284	+2%	+$38.2K	0.1%	186
2024 Q4	$1.78M	Buy	13,487 +6,363	+89%	+$889K	0.11%	173
2024 Q3	$1.01M	Sell	7,124 -715	-9%	-$96.7K	0.06%	253
2024 Q2	$997K	Sell	7,839 -704	-8%	-$90.7K	0.07%	241
2024 Q1	$1.12M	Sell	8,543 -3,090	-27%	-$388K	0.08%	229
2023 Q4	$1.45M	Sell	11,633 -1,178	-9%	-$138K	0.12%	165
2023 Q3	$1.47M	Buy	12,811 +3,270	+34%	+$399K	0.14%	155
2023 Q2	$1.17M	Sell	9,541 -1,310	-12%	-$160K	0.11%	172
2023 Q1	$1.34M	Buy	10,851 +3,028	+39%	+$381K	0.14%	157
2022 Q4	$979K	Buy	7,823 +1,888	+32%	+$233K	0.11%	184
2022 Q3	$662K	Buy	5,935 +4,068	+218%	+$501K	0.08%	238
2022 Q2	$222K	Buy	1,867 +131	+8%	+$16.3K	0.03%	446
2022 Q1	$222K	Buy	+1,736	New	+$219K	0.03%	453
2021 Q3	–	Sell	-3,273	Closed	-$400K	–	1146
2021 Q2	$400K	Buy	+3,273	New	+$405K	0.06%	260
2019 Q4	–	Sell	-94	Closed	-$10K	–	360
2019 Q3	$10K	Buy	+94	New	+$9.48K	0.01%	299

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

Strategic Blueprint's SDY Position: Q1 2026 in Review

Strategic Blueprint reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 4.8% in Q1 2026, selling an estimated $34.3K and leaving 4,531 shares worth $661K. The position accounts for 0.04% of the portfolio, ranked #355.

Strategic Blueprint first reported a position in SDY in Q3 2019 and has held it in 19 quarters since. The position peaked at $1.87M in Q1 2025. 1,233 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Strategic Blueprint held 4,531 shares of State Street SPDR S&P Dividend ETF worth $661K as of Q1 2026.
Strategic Blueprint sold 230 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $34.3K.
State Street SPDR S&P Dividend ETF made up 0.04% of Strategic Blueprint's portfolio in Q1 2026, its #355 holding.
Strategic Blueprint first reported a position in State Street SPDR S&P Dividend ETF in Q3 2019 and has held it in 19 quarters since.
Strategic Blueprint's State Street SPDR S&P Dividend ETF position peaked at $1.87M in Q1 2025.
1,233 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.