Tower View Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Tower View Wealth 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	$31.6K	Buy	216 +1	+0.5%	+$149	0.02%	108
2025 Q4	$29.9K	Buy	215 +1	+0.5%	+$139	0.01%	99
2025 Q3	$29.9K	Buy	214 +2	+0.9%	+$279	0.02%	97
2025 Q2	$28.8K	Sell	212 -65	-23%	-$8.62K	0.01%	109
2025 Q1	$37.5K	Buy	277 +2	+0.7%	+$269	0.02%	86
2024 Q4	$36.3K	Buy	275 +2	+0.7%	+$279	0.02%	90
2024 Q3	$38.8K	Buy	273 +66	+32%	+$8.93K	0.02%	89
2024 Q2	$26.3K	Buy	207 +2	+1%	+$258	0.02%	96
2024 Q1	$27K	Buy	205 +100	+95%	+$12.5K	0.02%	98
2023 Q4	$13K	Buy	105 +1	+1%	+$117	0.01%	118
2023 Q3	$12K	Buy	104 +1	+1%	+$122	0.01%	112
2023 Q2	$13K	Hold	103	–	–	0.01%	112
2023 Q1	$13K	Buy	103 +1	+1%	+$126	0.01%	110
2022 Q4	$13K	Buy	102 +1	+1%	+$124	0.01%	113
2022 Q3	$11K	Hold	101	–	–	0.01%	115
2022 Q2	$12K	Buy	101 +1	+1%	+$125	0.01%	111
2022 Q1	$13K	Hold	100	–	–	0.01%	138
2021 Q4	$13K	Hold	100	–	–	0.01%	143
2021 Q3	$12K	Buy	+100	New	+$12.2K	0.01%	164

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

Tower View Wealth Management's SDY Position: Q1 2026 in Review

Tower View Wealth Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.47% in Q1 2026, buying an estimated $149 and bringing the position to 216 shares worth $31.6K. The position accounts for 0.02% of the portfolio, ranked #108.

Tower View Wealth Management first reported a position in SDY in Q3 2021 and has held it in 19 quarters since. The position peaked at $38.8K in Q3 2024. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Tower View Wealth Management held 216 shares of State Street SPDR S&P Dividend ETF worth $31.6K as of Q1 2026.
Tower View Wealth Management bought 1 State Street SPDR S&P Dividend ETF share in Q1 2026, an estimated $149.
State Street SPDR S&P Dividend ETF made up 0.02% of Tower View Wealth Management's portfolio in Q1 2026, its #108 holding.
Tower View Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q3 2021 and has held it in 19 quarters since.
Tower View Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $38.8K 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 Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.