Wood Tarver Financial Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Wood Tarver Financial Group’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	$603K	Sell	4,134 -100	-2%	-$14.9K	0.17%	82
2025 Q4	$589K	Sell	4,234 -1,407	-25%	-$196K	0.17%	83
2025 Q3	$790K	Sell	5,641 -152	-3%	-$21.2K	0.23%	68
2025 Q2	$786K	Sell	5,793 -85	-1%	-$11.3K	0.24%	61
2025 Q1	$798K	Sell	5,878 -553	-9%	-$74.4K	0.26%	58
2024 Q4	$849K	Buy	+6,431	New	+$898K	0.28%	54

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

Wood Tarver Financial Group's SDY Position: Q1 2026 in Review

Wood Tarver Financial Group reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 2.4% in Q1 2026, selling an estimated $14.9K and leaving 4,134 shares worth $603K. The position accounts for 0.17% of the portfolio, ranked #82.

Wood Tarver Financial Group first reported a position in SDY in Q4 2024 and has held it in 6 quarters since. The position peaked at $849K in Q4 2024. 1,234 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Wood Tarver Financial Group held 4,134 shares of State Street SPDR S&P Dividend ETF worth $603K as of Q1 2026.
Wood Tarver Financial Group sold 100 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $14.9K.
State Street SPDR S&P Dividend ETF made up 0.17% of Wood Tarver Financial Group's portfolio in Q1 2026, its #82 holding.
Wood Tarver Financial Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 6 quarters since.
Wood Tarver Financial Group's State Street SPDR S&P Dividend ETF position peaked at $849K in Q4 2024.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.