Ares Financial Consulting
SDY icon

Ares Financial Consulting’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Ares Financial Consulting’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 		$91.4K Buy
624
+4
+0.6% +$619 0.06% 150
2026
Q2 		$94.4K Buy
620
+4
+0.6% +$596 0.07% 153
2026
Q1 		$89.9K Buy
616
+4
+0.7% +$596 0.07% 149
2025
Q4 		$85.2K Buy
+612
New +$85.2K 0.08% 117

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Joel Isaacson & Co
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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
J. Safra Asset Management
J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

Ares Financial Consulting's SDY Position: Q3 2026 in Review

Ares Financial Consulting increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.65% in Q3 2026, buying an estimated $619 and bringing the position to 624 shares worth $91.4K. The position accounts for 0.06% of the portfolio, ranked #150.

Ares Financial Consulting first reported a position in SDY in Q4 2025 and has held it in 4 quarters since. The position peaked at $94.4K in Q2 2026. 790 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

  • Ares Financial Consulting held 624 shares of State Street SPDR S&P Dividend ETF worth $91.4K as of Q3 2026.
  • Ares Financial Consulting bought 4 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $619.
  • State Street SPDR S&P Dividend ETF made up 0.06% of Ares Financial Consulting's portfolio in Q3 2026, its #150 holding.
  • Ares Financial Consulting first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and has held it in 4 quarters since.
  • Ares Financial Consulting's State Street SPDR S&P Dividend ETF position peaked at $94.4K in Q2 2026.
  • 790 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.