Vise Technologies’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Vise Technologies’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	$581K	Hold	4,176	–	–	0.01%	804
2025 Q4	$581K	Buy	4,176 +2,171	+108%	+$302K	0.01%	809
2025 Q3	$281K	Sell	2,005 -151	-7%	-$21.1K	0.01%	928
2025 Q2	$293K	Buy	+2,156	New	+$286K	0.01%	848
2024 Q4	$252K	Sell	1,909 -2	-0.1%	-$279	0.02%	674
2024 Q3	$271K	Hold	1,911	–	–	0.03%	476
2024 Q2	$243K	Buy	+1,911	New	+$246K	0.04%	360
2024 Q1	–	Sell	-2,302	Closed	-$288K	–	399
2023 Q4	$288K	Hold	2,302	–	–	0.06%	279
2023 Q3	$265K	Buy	2,302 +535	+30%	+$65.3K	0.07%	264
2023 Q2	$217K	Buy	+1,767	New	+$216K	0.05%	310

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

Vise Technologies's SDY Position: Q1 2026 in Review

Vise Technologies held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 4,176 shares worth $581K. The position accounts for 0.01% of the portfolio, ranked #804.

Vise Technologies first reported a position in SDY in Q2 2023 and has held it in 10 quarters since. 1,233 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Vise Technologies held 4,176 shares of State Street SPDR S&P Dividend ETF worth $581K as of Q1 2026.
Vise Technologies 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 Vise Technologies's portfolio in Q1 2026, its #804 holding.
Vise Technologies first reported a position in State Street SPDR S&P Dividend ETF in Q2 2023 and has held it in 10 quarters since.
1,233 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.