Apella Capital’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDY
Apella Capital's SDY Position: Q3 2026 in Review
Apella Capital increased its State Street SPDR S&P Dividend ETF (SDY) stake by 7.6% in Q3 2026, buying an estimated $39.8K and bringing the position to 3,653 shares worth $538K. The position accounts for 0.01% of the portfolio, ranked #495.
Apella Capital first reported a position in SDY in Q4 2025 and has held it in 4 quarters since. The position peaked at $545K in Q1 2026. 1,119 funds tracked by Wall St. Rank hold SDY as of Q3 2026.
- Apella Capital held 3,653 shares of State Street SPDR S&P Dividend ETF worth $538K as of Q3 2026.
- Apella Capital bought 257 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $39.8K.
- State Street SPDR S&P Dividend ETF made up 0.01% of Apella Capital's portfolio in Q3 2026, its #495 holding.
- Apella Capital first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and has held it in 4 quarters since.
- Apella Capital's State Street SPDR S&P Dividend ETF position peaked at $545K in Q1 2026.
- 1,119 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.
Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.