Wealth Advisory Solutions’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDY
JIC
Wealth Advisory Solutions's SDY Position: Q1 2026 in Review
Wealth Advisory Solutions increased its State Street SPDR S&P Dividend ETF (SDY) stake by 21% in Q1 2026, buying an estimated $102K and bringing the position to 3,956 shares worth $577K. The position accounts for 0.13% of the portfolio, ranked #87.
Wealth Advisory Solutions first reported a position in SDY in Q4 2019 and has held it in 19 quarters since. 1,233 funds tracked by Wall St. Rank hold SDY as of Q1 2026.
- Wealth Advisory Solutions held 3,956 shares of State Street SPDR S&P Dividend ETF worth $577K as of Q1 2026.
- Wealth Advisory Solutions bought 687 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $102K.
- State Street SPDR S&P Dividend ETF made up 0.13% of Wealth Advisory Solutions's portfolio in Q1 2026, its #87 holding.
- Wealth Advisory Solutions first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 19 quarters since.
- 1,233 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.
Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.