Wealthspire Advisors (New York)’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Wealthspire Advisors (New York)’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	$7.96M	Buy	54,537 +315	+0.6%	+$46.9K	0.06%	131
2025 Q4	$7.55M	Sell	54,222 -1,906	-3%	-$265K	0.06%	132
2025 Q3	$7.86M	Buy	56,128 +2,721	+5%	+$380K	0.04%	133
2025 Q2	$7.25M	Sell	53,407 -4,073	-7%	-$540K	0.04%	138
2025 Q1	$7.8M	Buy	57,480 +1,845	+3%	+$248K	0.05%	131
2024 Q4	$7.35M	Sell	55,635 -4,103	-7%	-$573K	0.07%	125
2024 Q3	$8.49M	Buy	59,738 +7,120	+14%	+$963K	0.09%	117
2024 Q2	$6.69M	Sell	52,618 -2,465	-4%	-$318K	0.09%	99
2024 Q1	$7.23M	Sell	55,083 -4,409	-7%	-$553K	0.1%	94
2023 Q4	$7.43M	Sell	59,492 -65,889	-53%	-$7.74M	0.11%	88
2023 Q3	$14.4M	Sell	125,381 -6,209	-5%	-$758K	0.24%	51
2023 Q2	$16.1M	Sell	131,590 -16,115	-11%	-$1.97M	0.26%	50
2023 Q1	$18.3M	Buy	147,705 +7,346	+5%	+$924K	0.31%	48
2022 Q4	$17.6M	Sell	140,359 -2,328	-2%	-$288K	0.32%	48
2022 Q3	$15.9M	Buy	142,687 +2,470	+2%	+$304K	0.33%	49
2022 Q2	$16.6M	Sell	140,217 -7,155	-5%	-$892K	0.35%	47
2022 Q1	$18.9M	Sell	147,372 -14,455	-9%	-$1.83M	0.42%	34
2021 Q4	$20.9M	Sell	161,827 -18,664	-10%	-$2.32M	0.46%	31
2021 Q3	$21.2M	Sell	180,491 -22,126	-11%	-$2.71M	0.44%	37
2021 Q2	$24.8M	Buy	202,617 +79,687	+65%	+$9.85M	0.65%	23
2021 Q1	$14.5M	Buy	122,930 +8,637	+8%	+$968K	0.34%	38
2020 Q4	$12.1M	Buy	114,293 +60,671	+113%	+$6.14M	0.36%	38
2020 Q3	$4.96M	Buy	53,622 +8,952	+20%	+$844K	0.29%	42
2020 Q2	$4.07M	Sell	44,670 -30,958	-41%	-$2.72M	0.28%	39
2020 Q1	$6.04M	Buy	75,628 +10,154	+16%	+$1M	0.25%	58
2019 Q4	$7.04M	Sell	65,474 -536	-0.8%	-$56.3K	0.51%	20
2019 Q3	$6.77M	Sell	66,010 -2,656	-4%	-$268K	0.55%	20
2019 Q2	$6.93M	Buy	68,666 +12,066	+21%	+$1.21M	0.6%	18
2019 Q1	$5.63M	Sell	56,600 -15,567	-22%	-$1.5M	0.52%	17
2018 Q4	$6.46M	Buy	+72,167	New	+$6.81M	0.62%	16

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 $3.45B AUM 27.72% 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

Wealthspire Advisors (New York)'s SDY Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.58% in Q1 2026, buying an estimated $46.9K and bringing the position to 54,537 shares worth $7.96M. The position accounts for 0.06% of the portfolio, ranked #131.

Wealthspire Advisors (New York) first reported a position in SDY in Q4 2018 and has held it in 30 quarters since. The position peaked at $24.8M in Q2 2021. 1,238 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Wealthspire Advisors (New York) held 54,537 shares of State Street SPDR S&P Dividend ETF worth $7.96M as of Q1 2026.
Wealthspire Advisors (New York) bought 315 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $46.9K.
State Street SPDR S&P Dividend ETF made up 0.06% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #131 holding.
Wealthspire Advisors (New York) first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and has held it in 30 quarters since.
Wealthspire Advisors (New York)'s State Street SPDR S&P Dividend ETF position peaked at $24.8M in Q2 2021.
1,238 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.