United Advisor Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

United Advisor 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	$339K	Hold	2,324	–	–	0.04%	368
2025 Q4	$323K	Sell	2,324 -210	-8%	-$29.2K	0.04%	359
2025 Q3	$355K	Sell	2,534 -143	-5%	-$19.9K	0.05%	328
2025 Q2	$363K	Buy	2,677 +12	+0.5%	+$1.59K	0.06%	282
2025 Q1	$362K	Buy	2,665 +72	+3%	+$9.68K	0.07%	246
2024 Q4	$343K	Sell	2,593 -38	-1%	-$5.31K	0.07%	266
2024 Q3	$374K	Sell	2,631 -111	-4%	-$15K	0.08%	240
2024 Q2	$349K	Buy	2,742 +1,205	+78%	+$155K	0.11%	180
2024 Q1	$202K	Buy	+1,537	New	+$193K	0.08%	208

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

United Advisor Group's SDY Position: Q1 2026 in Review

United Advisor Group held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 2,324 shares worth $339K. The position accounts for 0.04% of the portfolio, ranked #368.

United Advisor Group first reported a position in SDY in Q1 2024 and has held it in 9 quarters since. The position peaked at $374K in Q3 2024. 1,234 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

United Advisor Group held 2,324 shares of State Street SPDR S&P Dividend ETF worth $339K as of Q1 2026.
United Advisor Group left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
State Street SPDR S&P Dividend ETF made up 0.04% of United Advisor Group's portfolio in Q1 2026, its #368 holding.
United Advisor Group first reported a position in State Street SPDR S&P Dividend ETF in Q1 2024 and has held it in 9 quarters since.
United Advisor Group's State Street SPDR S&P Dividend ETF position peaked at $374K in Q3 2024.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.