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

Atlantic 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 Q3	$29.3K	Buy	+200	New	+$31K	0.02%	151

Other funds holding SDY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Atlantic Private Wealth's SDY Position: Q3 2026 in Review

Atlantic Private Wealth opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q3 2026: 200 shares worth $29.3K. The stake represents 0.02% of the portfolio and ranks #151 among its holdings.

936 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

Atlantic Private Wealth held 200 shares of State Street SPDR S&P Dividend ETF worth $29.3K as of Q3 2026.
State Street SPDR S&P Dividend ETF was a new Atlantic Private Wealth position in Q3 2026.
State Street SPDR S&P Dividend ETF made up 0.02% of Atlantic Private Wealth's portfolio in Q3 2026, its #151 holding.
936 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Atlantic Private Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.