WCG Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDY
JIC
WCG Wealth Advisors's SDY Position: Q1 2026 in Review
WCG Wealth Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 15% in Q1 2026, buying an estimated $261K and bringing the position to 13,162 shares worth $1.92M. The position accounts for 0.05% of the portfolio, ranked #275.
WCG Wealth Advisors first reported a position in SDY in Q3 2023 and has held it in 7 quarters since. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.
- WCG Wealth Advisors held 13,162 shares of State Street SPDR S&P Dividend ETF worth $1.92M as of Q1 2026.
- WCG Wealth Advisors bought 1,751 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $261K.
- State Street SPDR S&P Dividend ETF made up 0.05% of WCG Wealth Advisors's portfolio in Q1 2026, its #275 holding.
- WCG Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q3 2023 and has held it in 7 quarters since.
- 1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.
Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.