Veridan Wealth’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Veridan Wealth’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	$401K	Buy	2,748 +16	+0.6%	+$2.38K	0.15%	58
2025 Q4	$380K	Buy	2,732 +20	+0.7%	+$2.78K	0.13%	61
2025 Q3	$380K	Buy	+2,712	New	+$378K	0.13%	58
2025 Q1	$395K	Sell	2,911 -7	-0.2%	-$941	0.18%	55
2024 Q4	$391K	Buy	+2,918	New	+$408K	0.18%	60
2024 Q2	$371K	Buy	+2,733	New	+$352K	0.15%	58

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

Veridan Wealth's SDY Position: Q1 2026 in Review

Veridan Wealth increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.59% in Q1 2026, buying an estimated $2.38K and bringing the position to 2,748 shares worth $401K. The position accounts for 0.15% of the portfolio, ranked #58.

Veridan Wealth first reported a position in SDY in Q2 2024 and has held it in 6 quarters since. 1,233 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Veridan Wealth held 2,748 shares of State Street SPDR S&P Dividend ETF worth $401K as of Q1 2026.
Veridan Wealth bought 16 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $2.38K.
State Street SPDR S&P Dividend ETF made up 0.15% of Veridan Wealth's portfolio in Q1 2026, its #58 holding.
Veridan Wealth first reported a position in State Street SPDR S&P Dividend ETF in Q2 2024 and has held it in 6 quarters since.
1,233 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Veridan Wealth's 13F filing for Q1 2026, filed 15 May 2026.