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

Western Wealth 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	$3.38M	Buy	23,133 +1,762	+8%	+$263K	0.13%	169
2025 Q4	$2.97M	Buy	21,371 +868	+4%	+$121K	0.14%	154
2025 Q3	$2.87M	Buy	20,503 +375	+2%	+$52.3K	0.15%	133
2025 Q2	$2.73M	Sell	20,128 -302	-1%	-$40K	0.16%	128
2025 Q1	$2.77M	Sell	20,430 -256	-1%	-$34.4K	0.18%	112
2024 Q4	$2.73M	Buy	20,686 +2,968	+17%	+$414K	0.18%	110
2024 Q3	$2.52M	Sell	17,718 -126	-0.7%	-$17K	0.14%	146
2024 Q2	$2.27M	Sell	17,844 -882	-5%	-$114K	0.17%	121
2024 Q1	$2.46M	Sell	18,726 -153	-0.8%	-$19.2K	0.19%	111
2023 Q4	$2.36M	Sell	18,879 -2,618	-12%	-$307K	0.17%	128
2023 Q3	$2.47M	Sell	21,497 -34,818	-62%	-$4.25M	0.21%	103
2023 Q2	$6.9M	Sell	56,315 -605	-1%	-$73.9K	0.59%	31
2023 Q1	$7.04M	Buy	56,920 +1,507	+3%	+$190K	0.66%	27
2022 Q4	$6.93M	Sell	55,413 -46,628	-46%	-$5.76M	0.71%	24
2022 Q3	$11.4M	Buy	102,041 +17,025	+20%	+$2.1M	0.65%	26
2022 Q2	$10.1M	Buy	85,016 +16,682	+24%	+$2.08M	0.58%	29
2022 Q1	$8.76M	Buy	68,334 +51,185	+298%	+$6.47M	0.42%	44
2021 Q4	$2.22M	Buy	+17,149	New	+$2.13M	0.22%	105
2021 Q2	$1.97M	Buy	16,095 +417	+3%	+$51.5K	0.2%	116
2021 Q1	$1.85M	Sell	15,678 -992	-6%	-$111K	0.25%	92
2020 Q4	$1.77M	Buy	16,670 +920	+6%	+$93.1K	0.26%	95
2020 Q3	$1.46M	Sell	15,750 -868	-5%	-$81.9K	0.24%	102
2020 Q2	$1.52M	Buy	16,618 +3,112	+23%	+$274K	0.28%	90
2020 Q1	$1.08M	Buy	13,506 +1,064	+9%	+$105K	0.25%	96
2019 Q4	$1.34M	Buy	12,442 +2,120	+21%	+$223K	0.2%	115
2019 Q3	$1.06M	Sell	10,322 -13	-0.1%	-$1.31K	0.22%	111
2019 Q2	$1.04M	Sell	10,335 -1,490	-13%	-$149K	0.14%	126
2019 Q1	$1.18M	Buy	11,825 +899	+8%	+$86.4K	0.26%	92
2018 Q4	$980K	Buy	+10,926	New	+$1.03M	0.26%	91

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

Western Wealth Management's SDY Position: Q1 2026 in Review

Western Wealth Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 8.2% in Q1 2026, buying an estimated $263K and bringing the position to 23,133 shares worth $3.38M. The position accounts for 0.13% of the portfolio, ranked #169.

Western Wealth Management first reported a position in SDY in Q4 2018 and has held it in 29 quarters since. The position peaked at $11.4M in Q3 2022. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Western Wealth Management held 23,133 shares of State Street SPDR S&P Dividend ETF worth $3.38M as of Q1 2026.
Western Wealth Management bought 1,762 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $263K.
State Street SPDR S&P Dividend ETF made up 0.13% of Western Wealth Management's portfolio in Q1 2026, its #169 holding.
Western Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and has held it in 29 quarters since.
Western Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $11.4M in Q3 2022.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.