STACKSTONE WEALTH, LLC’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

STACKSTONE WEALTH, LLC’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 Q3	$1.11M	Buy	+7,601	New	+$1.18M	0.11%	172

Other funds holding SDY

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

RPWA

Regent Peak Wealth Advisors Atlanta, Georgia $577M AUM 20.1% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

SWMG

Sard Wealth Management Group Atlanta, Georgia $250M AUM 11.07% 1-Year Est. Return

CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

STACKSTONE WEALTH, LLC's SDY Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q3 2026: 7,601 shares worth $1.11M. The stake represents 0.11% of the portfolio and ranks #172 among its holdings.

270 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

STACKSTONE WEALTH, LLC held 7,601 shares of State Street SPDR S&P Dividend ETF worth $1.11M as of Q3 2026.
State Street SPDR S&P Dividend ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
State Street SPDR S&P Dividend ETF made up 0.11% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #172 holding.
270 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.