WealthBridge Capital Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

WealthBridge Capital Management’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	$640K	Sell	4,387 -85	-2%	-$12.7K	0.15%	106
2025 Q4	$622K	Buy	4,472 +250	+6%	+$34.8K	0.14%	107
2025 Q3	$591K	Sell	4,222 -42	-1%	-$5.86K	0.14%	109
2025 Q2	$579K	Buy	4,264 +144	+3%	+$19.1K	0.15%	104
2025 Q1	$559K	Hold	4,120	–	–	0.16%	101
2024 Q4	$544K	Sell	4,120 -70	-2%	-$9.78K	0.15%	105
2024 Q3	$595K	Buy	4,190 +75	+2%	+$10.1K	0.17%	98
2024 Q2	$523K	Sell	4,115 -60	-1%	-$7.73K	0.17%	96
2024 Q1	$548K	Sell	4,175 -310	-7%	-$38.9K	0.18%	92
2023 Q4	$560K	Buy	4,485 +215	+5%	+$25.2K	0.21%	83
2023 Q3	$491K	Buy	4,270 +380	+10%	+$46.4K	0.2%	90
2023 Q2	$477K	Sell	3,890 -380	-9%	-$46.4K	0.19%	94
2023 Q1	$528K	Hold	4,270	–	–	0.21%	95
2022 Q4	$534K	Sell	4,270 -155	-4%	-$19.1K	0.22%	90
2022 Q3	$525K	Hold	4,425	–	–	0.22%	91
2022 Q2	$525K	Buy	4,425 +100	+2%	+$12.5K	0.22%	91
2022 Q1	$554K	Buy	4,325 +100	+2%	+$12.6K	0.21%	98
2021 Q4	$546K	Hold	4,225	–	–	0.2%	94
2021 Q3	$497K	Buy	4,225 +180	+4%	+$22K	0.19%	99
2021 Q2	$495K	Buy	4,045 +160	+4%	+$19.8K	0.18%	98
2021 Q1	$459K	Sell	3,885 -400	-9%	-$44.8K	0.19%	94
2020 Q4	$454K	Buy	4,285 +150	+4%	+$15.2K	0.2%	87
2020 Q3	$382K	Buy	4,135 +200	+5%	+$18.9K	0.2%	87
2020 Q2	$359K	Sell	3,935 -60	-2%	-$5.27K	0.2%	82
2020 Q1	$319K	Sell	3,995 -570	-12%	-$56.2K	0.22%	80
2019 Q4	$491K	Hold	4,565	–	–	0.32%	70
2019 Q3	$468K	Buy	4,565 +470	+11%	+$47.4K	0.34%	69
2019 Q2	$367K	Sell	4,095 -470	-10%	-$47K	0.34%	67
2019 Q1	$454K	Buy	4,565 +470	+11%	+$45.2K	0.29%	65
2018 Q4	$367K	Buy	+4,095	New	+$386K	0.28%	67

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

WealthBridge Capital Management's SDY Position: Q1 2026 in Review

WealthBridge Capital Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.9% in Q1 2026, selling an estimated $12.7K and leaving 4,387 shares worth $640K. The position accounts for 0.15% of the portfolio, ranked #106.

WealthBridge Capital Management first reported a position in SDY in Q4 2018 and has held it in 30 quarters since. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

WealthBridge Capital Management held 4,387 shares of State Street SPDR S&P Dividend ETF worth $640K as of Q1 2026.
WealthBridge Capital Management sold 85 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $12.7K.
State Street SPDR S&P Dividend ETF made up 0.15% of WealthBridge Capital Management's portfolio in Q1 2026, its #106 holding.
WealthBridge Capital Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and has held it in 30 quarters since.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.