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

Strategic Wealth Partners’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	$29.2K	Buy	+200	New	+$29.8K	﹤0.01%	623
2025 Q3	–	Sell	-90	Closed	-$12.2K	–	1380
2025 Q2	$12.2K	Buy	+90	New	+$11.9K	﹤0.01%	750
2018 Q3	–	Sell	-67	Closed	-$6K	–	690
2018 Q2	$6K	Hold	67	–	–	﹤0.01%	621
2018 Q1	$6K	Buy	+67	New	+$6.26K	﹤0.01%	623

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 Wealth Partners's SDY Position: Q1 2026 in Review

Strategic Wealth Partners opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q1 2026: 200 shares worth $29.2K. The stake represents ﹤0.01% of the portfolio and ranks #623 among its holdings. This is a return to the name: Strategic Wealth Partners previously reported a position in SDY as recently as Q2 2025.

Strategic Wealth Partners first reported a position in SDY in Q1 2018 and has held it in 4 quarters since. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Strategic Wealth Partners held 200 shares of State Street SPDR S&P Dividend ETF worth $29.2K as of Q1 2026.
State Street SPDR S&P Dividend ETF was a new Strategic Wealth Partners position in Q1 2026.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #623 holding.
Strategic Wealth Partners first reported a position in State Street SPDR S&P Dividend ETF in Q1 2018 and has held it in 4 quarters since.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.