Wallace Advisory Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Wallace Advisory 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	$256K	Buy	1,753 +4	+0.2%	+$596	0.27%	103
2025 Q4	$243K	Buy	1,749 +10	+0.6%	+$1.39K	0.26%	110
2025 Q3	$236K	Buy	1,739 +5	+0.3%	+$697	0.19%	143
2025 Q2	$235K	Buy	1,734 +4	+0.2%	+$530	0.17%	159
2025 Q1	$229K	Buy	1,730 +5	+0.3%	+$672	0.16%	162
2024 Q4	$245K	Buy	1,725 +4	+0.2%	+$559	0.17%	154
2024 Q3	$219K	Hold	1,721	–	–	0.16%	163
2024 Q2	$219K	Buy	1,721 +8	+0.5%	+$1.03K	0.16%	164
2024 Q1	$214K	Sell	1,713 -105	-6%	-$13.2K	0.16%	157
2023 Q4	$209K	Buy	1,818 +5	+0.3%	+$587	0.16%	150
2023 Q3	$222K	Sell	1,813 -3,703	-67%	-$452K	0.16%	156
2023 Q2	$682K	Hold	5,516	–	–	0.52%	40
2023 Q1	$682K	Buy	5,516 +23	+0.4%	+$2.89K	0.52%	40
2022 Q4	$687K	Buy	+5,493	New	+$678K	0.54%	42

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

Wallace Advisory Group's SDY Position: Q1 2026 in Review

Wallace Advisory Group increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.23% in Q1 2026, buying an estimated $596 and bringing the position to 1,753 shares worth $256K. The position accounts for 0.27% of the portfolio, ranked #103.

Wallace Advisory Group first reported a position in SDY in Q4 2022 and has held it in 14 quarters since. The position peaked at $687K in Q4 2022. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Wallace Advisory Group held 1,753 shares of State Street SPDR S&P Dividend ETF worth $256K as of Q1 2026.
Wallace Advisory Group bought 4 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $596.
State Street SPDR S&P Dividend ETF made up 0.27% of Wallace Advisory Group's portfolio in Q1 2026, its #103 holding.
Wallace Advisory Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 14 quarters since.
Wallace Advisory Group's State Street SPDR S&P Dividend ETF position peaked at $687K in Q4 2022.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.