WealthShield Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

WealthShield Partners’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	$195K	Sell	1,335 -49	-4%	-$7.3K	0.02%	352
2025 Q4	$191K	Sell	1,384 -4	-0.3%	-$557	0.02%	351
2025 Q3	$194K	Buy	1,388 +1	+0.1%	+$139	0.02%	346
2025 Q2	$188K	Buy	1,387 +18	+1%	+$2.39K	0.02%	333
2025 Q1	$186K	Buy	1,369 +21	+2%	+$2.82K	0.02%	327
2024 Q4	$178K	Hold	1,348	–	–	0.03%	293
2024 Q3	$191K	Buy	1,348 +6	+0.4%	+$811	0.03%	298
2024 Q2	$171K	Buy	1,342 +11	+0.8%	+$1.42K	0.03%	286
2024 Q1	$175K	Buy	1,331 +1	+0.1%	+$125	0.03%	280
2023 Q4	$166K	Buy	1,330 +65	+5%	+$7.63K	0.03%	288
2023 Q3	$145K	Buy	1,265 +179	+16%	+$21.8K	0.02%	310
2023 Q2	$133K	Buy	1,086 +18	+2%	+$2.2K	0.02%	314
2023 Q1	$132K	Buy	+1,068	New	+$134K	0.02%	309
2021 Q3	–	Sell	-2,830	Closed	-$346K	–	644
2021 Q2	$346K	Sell	2,830 -595	-17%	-$73.5K	0.05%	193
2021 Q1	$404K	Sell	3,425 -5,895	-63%	-$661K	0.07%	173
2020 Q4	$987K	Buy	9,320 +9,235	+10,865%	+$934K	0.18%	101
2020 Q3	$8K	Hold	85	–	–	﹤0.01%	357
2020 Q2	$8K	Buy	+85	New	+$7.47K	﹤0.01%	298
2018 Q1	–	Sell	-378	Closed	-$36K	–	260
2017 Q4	$36K	Buy	+378	New	+$35.4K	0.02%	163

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

WealthShield Partners's SDY Position: Q1 2026 in Review

WealthShield Partners reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 3.5% in Q1 2026, selling an estimated $7.3K and leaving 1,335 shares worth $195K. The position accounts for 0.02% of the portfolio, ranked #352.

WealthShield Partners first reported a position in SDY in Q4 2017 and has held it in 19 quarters since. The position peaked at $987K in Q4 2020. 1,235 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

WealthShield Partners held 1,335 shares of State Street SPDR S&P Dividend ETF worth $195K as of Q1 2026.
WealthShield Partners sold 49 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $7.3K.
State Street SPDR S&P Dividend ETF made up 0.02% of WealthShield Partners's portfolio in Q1 2026, its #352 holding.
WealthShield Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and has held it in 19 quarters since.
WealthShield Partners's State Street SPDR S&P Dividend ETF position peaked at $987K in Q4 2020.
1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.