Accurate Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDY
Accurate Wealth Management's SDY Position: Q3 2026 in Review
Accurate Wealth Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 9.1% in Q3 2026, selling an estimated $24.8K and leaving 1,593 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #521.
Accurate Wealth Management first reported a position in SDY in Q4 2022 and has held it in 4 quarters since. The position peaked at $379K in Q4 2022. 899 funds tracked by Wall St. Rank hold SDY as of Q3 2026.
- Accurate Wealth Management held 1,593 shares of State Street SPDR S&P Dividend ETF worth $240K as of Q3 2026.
- Accurate Wealth Management sold 160 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $24.8K.
- State Street SPDR S&P Dividend ETF made up 0.02% of Accurate Wealth Management's portfolio in Q3 2026, its #521 holding.
- Accurate Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 4 quarters since.
- Accurate Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $379K in Q4 2022.
- 899 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.
Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.