True Link Financial Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

True Link Financial 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	$219K	Hold	1,500	–	–	0.01%	90
2025 Q4	$209K	Hold	1,500	–	–	0.01%	112
2025 Q3	$210K	Sell	1,500 -122	-8%	-$17K	0.01%	91
2025 Q2	$220K	Sell	1,622 -1,750	-52%	-$232K	0.02%	83
2025 Q1	$458K	Buy	3,372 +1,157	+52%	+$156K	0.03%	56
2024 Q4	$293K	Hold	2,215	–	–	0.02%	53
2024 Q3	$315K	Hold	2,215	–	–	0.03%	52
2024 Q2	$282K	Buy	+2,215	New	+$285K	0.03%	54

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

True Link Financial Advisors's SDY Position: Q1 2026 in Review

True Link Financial Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 1,500 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #90.

True Link Financial Advisors first reported a position in SDY in Q2 2024 and has held it in 8 quarters since. The position peaked at $458K in Q1 2025. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

True Link Financial Advisors held 1,500 shares of State Street SPDR S&P Dividend ETF worth $219K as of Q1 2026.
True Link Financial Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
State Street SPDR S&P Dividend ETF made up 0.01% of True Link Financial Advisors's portfolio in Q1 2026, its #90 holding.
True Link Financial Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q2 2024 and has held it in 8 quarters since.
True Link Financial Advisors's State Street SPDR S&P Dividend ETF position peaked at $458K in Q1 2025.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.