Wrenne Financial Planning’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Wrenne Financial Planning’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	$216K	Hold	1,480	–	–	0.08%	47
2025 Q4	$206K	Hold	1,480	–	–	0.08%	49
2025 Q3	$207K	Hold	1,480	–	–	0.09%	47
2025 Q2	$201K	Hold	1,480	–	–	0.09%	46
2025 Q1	$201K	Buy	+1,480	New	+$199K	0.11%	45
2024 Q4	–	Sell	-1,480	Closed	-$210K	–	44
2024 Q3	$210K	Buy	+1,480	New	+$200K	0.13%	43

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

Wrenne Financial Planning's SDY Position: Q1 2026 in Review

Wrenne Financial Planning held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 1,480 shares worth $216K. The position accounts for 0.08% of the portfolio, ranked #47.

Wrenne Financial Planning first reported a position in SDY in Q3 2024 and has held it in 6 quarters since. 1,233 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Wrenne Financial Planning held 1,480 shares of State Street SPDR S&P Dividend ETF worth $216K as of Q1 2026.
Wrenne Financial Planning left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
State Street SPDR S&P Dividend ETF made up 0.08% of Wrenne Financial Planning's portfolio in Q1 2026, its #47 holding.
Wrenne Financial Planning first reported a position in State Street SPDR S&P Dividend ETF in Q3 2024 and has held it in 6 quarters since.
1,233 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Wrenne Financial Planning's 13F filing for Q1 2026, filed 15 May 2026.