Altus Wealth Group
SDY icon

Altus Wealth Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Altus Wealth 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 		$872K Buy
5,955
+54
+0.9% +$8.36K 0.33% 50
2026
Q2 		$898K Sell
5,901
-37
-0.6% -$5.51K 0.32% 60
2026
Q1 		$867K Sell
5,938
-2,863
-33% -$427K 0.36% 59
2025
Q4 		$1.22M Sell
8,801
-870
-9% -$121K 0.49% 37
2025
Q3 		$1.35M Buy
9,671
+111
+1% +$15.5K 0.56% 37
2025
Q2 		$1.3M Buy
9,560
+64
+0.7% +$8.49K 0.57% 37
2025
Q1 		$1.29M Sell
9,496
-33,176
-78% -$4.46M 0.6% 34
2024
Q4 		$5.64M Sell
42,672
-1,723
-4% -$241K 2.49% 10
2024
Q3 		$6.31M Sell
44,395
-6,496
-13% -$879K 2.7% 11
2024
Q2 		$6.47M Sell
50,891
-15,824
-24% -$2.04M 3.24% 7
2024
Q1 		$8.76M Sell
66,715
-8,562
-11% -$1.07M 4.39% 4
2023
Q4 		$9.41M Sell
75,277
-1,662
-2% -$195K 5.21% 2
2023
Q3 		$8.85M Buy
76,939
+307
+0.4% +$37.5K 5.61% 2
2023
Q2 		$9.39M Buy
76,632
+1,192
+2% +$146K 5.77% 2
2023
Q1 		$9.33M Sell
75,440
-30
-0% -$3.77K 6.29% 2
2022
Q4 		$9.44M Buy
75,470
+15,706
+26% +$1.94M 7.17% 2
2022
Q3 		$7.02M Hold
59,764
– – 6.98% 2
2022
Q2 		$7.02M Sell
59,764
-10,541
-15% -$1.31M 6.98% 2
2022
Q1 		$9.01M Sell
70,305
-6,080
-8% -$768K 7.38% 2
2021
Q4 		$9.9M Buy
76,385
+16,621
+28% +$2.07M 8.14% 2
2021
Q3 		$7.02M Sell
59,764
-5,943
-9% -$728K 6.98% 2
2021
Q2 		$8.04M Buy
65,707
+552
+0.8% +$68.2K 7.85% 2
2021
Q1 		$8.16M Buy
65,155
+2,296
+4% +$257K 8.11% 2
2020
Q4 		$6.66M Buy
+62,859
New +$6.36M 6.37% 2

Other funds holding SDY

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Marino Stram & Associates
Marino Stram & Associates Braintree, Massachusetts $644M AUM 16.65% 1-Year Est. Return
Wolff Financial Management
Wolff Financial Management Kalamazoo, Michigan $494M AUM 13.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
Regent Peak Wealth Advisors
Regent Peak Wealth Advisors Atlanta, Georgia $577M AUM 20.1% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
TM
TigerOak Management Albuquerque, New Mexico $382M AUM 25.14% 1-Year Est. Return

Altus Wealth Group's SDY Position: Q3 2026 in Review

Altus Wealth Group increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.92% in Q3 2026, buying an estimated $8.36K and bringing the position to 5,955 shares worth $872K. The position accounts for 0.33% of the portfolio, ranked #50.

Altus Wealth Group first reported a position in SDY in Q4 2020 and has held it in 24 quarters since. The position peaked at $9.9M in Q4 2021. 417 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

  • Altus Wealth Group held 5,955 shares of State Street SPDR S&P Dividend ETF worth $872K as of Q3 2026.
  • Altus Wealth Group bought 54 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $8.36K.
  • State Street SPDR S&P Dividend ETF made up 0.33% of Altus Wealth Group's portfolio in Q3 2026, its #50 holding.
  • Altus Wealth Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and has held it in 24 quarters since.
  • Altus Wealth Group's State Street SPDR S&P Dividend ETF position peaked at $9.9M in Q4 2021.
  • 417 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.