TFC Financial Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

TFC Financial Management’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	–	Sell	-373	Closed	-$51.9K	–	1058
2025 Q4	$51.9K	Hold	373	–	–	0.01%	270
2025 Q3	$52.2K	Sell	373 -775	-68%	-$108K	0.01%	267
2025 Q2	$156K	Hold	1,148	–	–	0.02%	150
2025 Q1	$156K	Sell	1,148 -752	-40%	-$101K	0.02%	143
2024 Q4	$251K	Hold	1,900	–	–	0.04%	113
2024 Q3	$270K	Buy	+1,900	New	+$257K	0.04%	113
2023 Q2	–	Sell	-42	Closed	-$5.14K	–	736
2023 Q1	$5.14K	Buy	42 +1	+2%	+$126	﹤0.01%	400
2022 Q4	$5.17K	Hold	41	–	–	﹤0.01%	331
2022 Q3	$5K	Hold	41	–	–	﹤0.01%	350
2022 Q2	$5K	Hold	41	–	–	﹤0.01%	339
2022 Q1	$5K	Hold	41	–	–	﹤0.01%	350
2021 Q4	$5K	Hold	41	–	–	﹤0.01%	395
2021 Q3	$5K	Hold	41	–	–	﹤0.01%	391
2021 Q2	$5K	Hold	41	–	–	﹤0.01%	378
2021 Q1	$5K	Hold	41	–	–	﹤0.01%	366
2020 Q4	$4K	Hold	41	–	–	﹤0.01%	380
2020 Q3	$4K	Buy	+41	New	+$3.87K	﹤0.01%	356

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

TFC Financial Management's SDY Position: Q1 2026 in Review

TFC Financial Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2026, closing a stake of 373 shares — an estimated $51.9K sold.

TFC Financial Management first reported a position in SDY in Q3 2020 and held it in 17 quarters. The position peaked at $270K in Q3 2024. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

TFC Financial Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2026 after selling out during the quarter.
TFC Financial Management sold 373 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $51.9K.
TFC Financial Management first reported a position in State Street SPDR S&P Dividend ETF in Q3 2020 and held it in 17 quarters.
TFC Financial Management's State Street SPDR S&P Dividend ETF position peaked at $270K in Q3 2024.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.