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

Armstrong Advisory 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 		$969K Sell
6,614
-185
-3% -$28.6K 0.06% 95
2026
Q2 		$1.03M Sell
6,799
-129
-2% -$19.2K 0.06% 94
2026
Q1 		$1.01M Buy
6,928
+1
+0% +$149 0.07% 90
2025
Q4 		$964K Buy
6,927
+2
+0% +$278 0.07% 88
2025
Q3 		$970K Buy
6,925
+1
+0% +$139 0.07% 83
2025
Q2 		$940K Sell
6,924
-556
-7% -$73.7K 0.07% 75
2025
Q1 		$988K Hold
7,480
– – 0.08% 63
2024
Q4 		$988K Sell
7,480
-335
-4% -$46.8K 0.08% 63
2024
Q3 		$1.11M Sell
7,815
-154
-2% -$20.8K 0.09% 56
2024
Q2 		$1.01M Sell
7,969
-648
-8% -$83.5K 0.09% 56
2024
Q1 		$1.08M Hold
8,617
– – 0.1% 53
2023
Q4 		$1.08M Sell
8,617
-361
-4% -$42.4K 0.1% 53
2023
Q3 		$1.03M Buy
8,978
+313
+4% +$38.2K 0.11% 50
2023
Q2 		$1.06M Buy
8,665
+1
+0% +$122 0.11% 51
2023
Q1 		$1.07M Sell
8,664
-110
-1% -$13.8K 0.13% 47
2022
Q4 		$1.1M Buy
+8,774
New +$1.08M 0.14% 59

Other funds holding SDY

GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
KIA
Koenig Investment Advisory Ashland, Oregon $137M AUM 8.53% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
FCM
Fell Capital Management Newport Beach, California $116M AUM 17.16% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

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

Armstrong Advisory Group reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 2.7% in Q3 2026, selling an estimated $28.6K and leaving 6,614 shares worth $969K. The position accounts for 0.06% of the portfolio, ranked #95.

Armstrong Advisory Group first reported a position in SDY in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.11M in Q3 2024. 78 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

  • Armstrong Advisory Group held 6,614 shares of State Street SPDR S&P Dividend ETF worth $969K as of Q3 2026.
  • Armstrong Advisory Group sold 185 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $28.6K.
  • State Street SPDR S&P Dividend ETF made up 0.06% of Armstrong Advisory Group's portfolio in Q3 2026, its #95 holding.
  • Armstrong Advisory Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 16 quarters since.
  • Armstrong Advisory Group's State Street SPDR S&P Dividend ETF position peaked at $1.11M in Q3 2024.
  • 78 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.