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Stratos Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Stratos Wealth Advisors’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 		$852K Sell
5,835
-89
-2% -$13.3K 0.05% 287
2025
Q4 		$824K Sell
5,924
-308
-5% -$42.9K 0.04% 338
2025
Q3 		$873K Sell
6,232
-84
-1% -$11.7K 0.04% 343
2025
Q2 		$857K Buy
6,316
+25
+0.4% +$3.31K 0.05% 338
2025
Q1 		$854K Buy
6,291
+23
+0.4% +$3.09K 0.05% 327
2024
Q4 		$828K Sell
6,268
-51
-0.8% -$7.12K 0.04% 363
2024
Q3 		$898K Sell
6,319
-414
-6% -$56K 0.04% 378
2024
Q2 		$856K Sell
6,733
-234
-3% -$30.1K 0.04% 357
2024
Q1 		$914K Sell
6,967
-38
-0.5% -$4.77K 0.05% 345
2023
Q4 		$875K Sell
7,005
-110
-2% -$12.9K 0.05% 352
2023
Q3 		$818K Buy
7,115
+133
+2% +$16.2K 0.05% 347
2023
Q2 		$856K Sell
6,982
-115
-2% -$14K 0.06% 335
2023
Q1 		$878K Buy
7,097
+27
+0.4% +$3.4K 0.07% 316
2022
Q4 		$885K Buy
7,070
+470
+7% +$58.1K 0.07% 300
2022
Q3 		$736K Sell
6,600
-663
-9% -$81.7K 0.08% 290
2022
Q2 		$862K Sell
7,263
-82
-1% -$10.2K 0.08% 287
2022
Q1 		$941K Sell
7,345
-338
-4% -$42.7K 0.08% 285
2021
Q4 		$992K Buy
7,683
+359
+5% +$44.7K 0.07% 283
2021
Q3 		$861K Buy
7,324
+35
+0.5% +$4.29K 0.07% 276
2021
Q2 		$891K Buy
7,289
+179
+3% +$22.1K 0.08% 255
2021
Q1 		$839K Buy
7,110
+223
+3% +$25K 0.09% 240
2020
Q4 		$730K Buy
6,887
+461
+7% +$46.6K 0.1% 201
2020
Q3 		$594K Sell
6,426
-376
-6% -$35.5K 0.14% 158
2020
Q2 		$620K Sell
6,802
-1,667
-20% -$147K 0.19% 121
2020
Q1 		$676K Buy
8,469
+1,207
+17% +$119K 0.48% 59
2019
Q4 		$781K Buy
7,262
+22
+0.3% +$2.31K 0.44% 56
2019
Q3 		$743K Buy
7,240
+826
+13% +$83.3K 0.28% 89
2019
Q2 		$647K Sell
6,414
-117
-2% -$11.7K 0.26% 89
2019
Q1 		$649K Sell
6,531
-339
-5% -$32.6K 0.35% 77
2018
Q4 		$615K Buy
+6,870
New +$648K 0.41% 71

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 $3.02B AUM 21.81% 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

Stratos Wealth Advisors's SDY Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.5% in Q1 2026, selling an estimated $13.3K and leaving 5,835 shares worth $852K. The position accounts for 0.05% of the portfolio, ranked #287.

Stratos Wealth Advisors first reported a position in SDY in Q4 2018 and has held it in 30 quarters since. The position peaked at $992K in Q4 2021. 1,235 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • Stratos Wealth Advisors held 5,835 shares of State Street SPDR S&P Dividend ETF worth $852K as of Q1 2026.
  • Stratos Wealth Advisors sold 89 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $13.3K.
  • State Street SPDR S&P Dividend ETF made up 0.05% of Stratos Wealth Advisors's portfolio in Q1 2026, its #287 holding.
  • Stratos Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and has held it in 30 quarters since.
  • Stratos Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $992K in Q4 2021.
  • 1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.