Taylor Financial Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Taylor Financial Group’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	$789K	Sell	5,408 -210	-4%	-$31.3K	0.48%	48
2025 Q4	$782K	Hold	5,618	–	–	0.46%	43
2025 Q3	$787K	Sell	5,618 -406	-7%	-$56.6K	0.45%	45
2025 Q2	$818K	Hold	6,024	–	–	0.51%	40
2025 Q1	$817K	Sell	6,024 -154	-2%	-$20.7K	0.57%	40
2024 Q4	$816K	Sell	6,178 -21	-0.3%	-$2.93K	0.57%	39
2024 Q3	$881K	Sell	6,199 -15	-0.2%	-$2.03K	0.61%	38
2024 Q2	$790K	Sell	6,214 -12	-0.2%	-$1.55K	0.61%	40
2024 Q1	$817K	Sell	6,226 -100	-2%	-$12.5K	0.62%	40
2023 Q4	$791K	Buy	+6,326	New	+$743K	0.65%	43

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

Taylor Financial Group's SDY Position: Q1 2026 in Review

Taylor Financial Group reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 3.7% in Q1 2026, selling an estimated $31.3K and leaving 5,408 shares worth $789K. The position accounts for 0.48% of the portfolio, ranked #48.

Taylor Financial Group first reported a position in SDY in Q4 2023 and has held it in 10 quarters since. The position peaked at $881K in Q3 2024. 1,233 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Taylor Financial Group held 5,408 shares of State Street SPDR S&P Dividend ETF worth $789K as of Q1 2026.
Taylor Financial Group sold 210 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $31.3K.
State Street SPDR S&P Dividend ETF made up 0.48% of Taylor Financial Group's portfolio in Q1 2026, its #48 holding.
Taylor Financial Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 10 quarters since.
Taylor Financial Group's State Street SPDR S&P Dividend ETF position peaked at $881K in Q3 2024.
1,233 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Taylor Financial Group's 13F filing for Q1 2026, filed 14 May 2026.