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

Wealth Effects’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	$220K	Hold	1,510	–	–	0.08%	202
2025 Q4	$210K	Hold	1,510	–	–	0.07%	195
2025 Q3	$211K	Hold	1,510	–	–	0.07%	200
2025 Q2	$205K	Hold	1,510	–	–	0.08%	190
2025 Q1	$205K	Buy	+1,510	New	+$203K	0.09%	178
2024 Q4	–	Sell	-1,510	Closed	-$214K	–	226
2024 Q3	$214K	Buy	+1,510	New	+$204K	0.08%	188

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

Wealth Effects's SDY Position: Q1 2026 in Review

Wealth Effects held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 1,510 shares worth $220K. The position accounts for 0.08% of the portfolio, ranked #202.

Wealth Effects first reported a position in SDY in Q3 2024 and has held it in 6 quarters since. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Wealth Effects held 1,510 shares of State Street SPDR S&P Dividend ETF worth $220K as of Q1 2026.
Wealth Effects left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
State Street SPDR S&P Dividend ETF made up 0.08% of Wealth Effects's portfolio in Q1 2026, its #202 holding.
Wealth Effects first reported a position in State Street SPDR S&P Dividend ETF in Q3 2024 and has held it in 6 quarters since.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.