Allied Private Wealth’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Allied Private Wealth’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 Q2	$92.1K	Buy	+600	New	+$89.4K	0.06%	181

Other funds holding SDY

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Shrier Wealth Management Los Angeles, California $296M AUM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

TL Private Wealth Southlake, Texas $273M AUM 15.23% 1-Year Est. Return

Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return