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Strategic Family Wealth Counselors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Strategic Family Wealth Counselors’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 		$8.92M Sell
61,113
-541
-0.9% -$80.6K 2.34% 15
2025
Q4 		$8.96M Sell
61,654
-1,143
-2% -$159K 2.01% 15
2025
Q3 		$8.79M Buy
62,797
+1,205
+2% +$168K 2.26% 13
2025
Q2 		$8.36M Buy
61,592
+2,435
+4% +$323K 2.38% 13
2025
Q1 		$8.03M Buy
59,157
+933
+2% +$125K 2.61% 13
2024
Q4 		$7.69M Sell
58,224
-356
-0.6% -$49.7K 2.5% 12
2024
Q3 		$8.32M Buy
58,580
+3,039
+5% +$411K 2.91% 12
2024
Q2 		$7.06M Buy
55,541
+1,037
+2% +$134K 2.69% 12
2024
Q1 		$7.15M Buy
54,504
+1,009
+2% +$127K 2.83% 12
2023
Q4 		$6.69M Buy
53,495
+3,196
+6% +$375K 2.8% 11
2023
Q3 		$5.78M Buy
50,299
+819
+2% +$100K 2.78% 13
2023
Q2 		$6.07M Buy
49,480
+634
+1% +$77.4K 2.79% 14
2023
Q1 		$6.04M Buy
48,846
+750
+2% +$94.4K 2.86% 11
2022
Q4 		$6.02M Buy
48,096
+1,700
+4% +$210K 2.98% 10
2022
Q3 		$5.17M Buy
46,396
+1,365
+3% +$168K 2.54% 14
2022
Q2 		$5.34M Buy
45,031
+334
+0.7% +$41.6K 2.56% 14
2022
Q1 		$5.73M Buy
44,697
+4,519
+11% +$571K 2.31% 14
2021
Q4 		$5.19M Buy
40,178
+1,655
+4% +$206K 1.66% 18
2021
Q3 		$4.53M Buy
38,523
+2,697
+8% +$330K 1.55% 18
2021
Q2 		$4.38M Sell
35,826
-679
-2% -$83.9K 1.43% 17
2021
Q1 		$4.31M Buy
36,505
+973
+3% +$109K 1.62% 17
2020
Q4 		$3.76M Sell
35,532
-28
-0.1% -$2.83K 1.94% 14
2020
Q3 		$3.29M Buy
35,560
+523
+1% +$49.3K 1.84% 15
2020
Q2 		$3.19M Sell
35,037
-1,640
-4% -$144K 2.01% 16
2020
Q1 		$2.93M Buy
36,677
+2,977
+9% +$294K 2.19% 17
2019
Q4 		$3.63M Sell
33,700
-1,030
-3% -$108K 2.93% 13
2019
Q3 		$3.56M Sell
34,730
-905
-3% -$91.2K 2.69% 13
2019
Q2 		$3.6M Buy
35,635
+356
+1% +$35.6K 2.78% 12
2019
Q1 		$3.51M Buy
35,279
+1,267
+4% +$122K 2.84% 12
2018
Q4 		$3.04M Buy
+34,012
New +$3.21M 3.45% 9

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 $3.45B AUM 27.72% 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

Strategic Family Wealth Counselors's SDY Position: Q1 2026 in Review

Strategic Family Wealth Counselors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.88% in Q1 2026, selling an estimated $80.6K and leaving 61,113 shares worth $8.92M. The position accounts for 2.34% of the portfolio, ranked #15.

Strategic Family Wealth Counselors first reported a position in SDY in Q4 2018 and has held it in 30 quarters since. The position peaked at $8.96M in Q4 2025. 1,237 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • Strategic Family Wealth Counselors held 61,113 shares of State Street SPDR S&P Dividend ETF worth $8.92M as of Q1 2026.
  • Strategic Family Wealth Counselors sold 541 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $80.6K.
  • State Street SPDR S&P Dividend ETF made up 2.34% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #15 holding.
  • Strategic Family Wealth Counselors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and has held it in 30 quarters since.
  • Strategic Family Wealth Counselors's State Street SPDR S&P Dividend ETF position peaked at $8.96M in Q4 2025.
  • 1,237 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.