Advisory Solutions Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Advisory Solutions 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 Q3	$466K	Buy	3,183 +1,666	+110%	+$258K	0.1%	173
2026 Q2	$231K	Buy	+1,517	New	+$226K	0.08%	174

Other funds holding SDY

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Advisory Solutions Group's SDY Position: Q3 2026 in Review

Advisory Solutions Group increased its State Street SPDR S&P Dividend ETF (SDY) stake by 110% in Q3 2026, buying an estimated $258K and bringing the position to 3,183 shares worth $466K. The position accounts for 0.1% of the portfolio, ranked #173.

Advisory Solutions Group first reported a position in SDY in Q2 2026 and has held it in 2 quarters since. 1,119 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

Advisory Solutions Group held 3,183 shares of State Street SPDR S&P Dividend ETF worth $466K as of Q3 2026.
Advisory Solutions Group bought 1,666 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $258K.
State Street SPDR S&P Dividend ETF made up 0.1% of Advisory Solutions Group's portfolio in Q3 2026, its #173 holding.
Advisory Solutions Group first reported a position in State Street SPDR S&P Dividend ETF in Q2 2026 and has held it in 2 quarters since.
1,119 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.