Baker Tilly Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Baker Tilly Wealth Management’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	$686K	Hold	4,683	–	–	0.13%	133
2026 Q2	$713K	Buy	4,683 +1	+0%	+$149	0.15%	130
2026 Q1	$683K	Buy	+4,682	New	+$698K	0.17%	123
2025 Q4	–	Sell	-4,877	Closed	-$683K	–	294
2025 Q3	$683K	Hold	4,877	–	–	0.15%	122
2025 Q2	$662K	Hold	4,877	–	–	0.24%	98
2025 Q1	$662K	Hold	4,877	–	–	0.26%	97
2024 Q4	$644K	Buy	4,877 +17	+0.3%	+$2.37K	0.25%	94
2024 Q3	$690K	Sell	4,860 -1,060	-18%	-$143K	0.31%	82
2024 Q2	$753K	Sell	5,920 -6,675	-53%	-$860K	0.31%	81
2024 Q1	$1.65M	Sell	12,595 -808	-6%	-$101K	0.3%	78
2023 Q4	$1.67M	Hold	13,403	–	–	0.28%	81
2023 Q3	$1.54M	Hold	13,403	–	–	0.25%	85
2023 Q2	$1.64M	Sell	13,403 -3,068	-19%	-$375K	0.17%	128
2023 Q1	$2.04M	Buy	16,471 +197	+1%	+$24.8K	0.23%	100
2022 Q4	$2.04M	Buy	16,274 +18	+0.1%	+$2.22K	0.25%	93
2022 Q3	$1.81M	Buy	16,256 +32	+0.2%	+$3.94K	0.25%	90
2022 Q2	$1.93M	Sell	16,224 -4,010	-20%	-$500K	0.25%	84
2022 Q1	$2.59M	Buy	20,234 +264	+1%	+$33.4K	0.29%	73
2021 Q4	$2.58M	Buy	19,970 +11,427	+134%	+$1.42M	0.28%	71
2021 Q3	$1M	Hold	8,543	–	–	0.13%	165
2021 Q2	$1.04M	Hold	8,543	–	–	0.17%	138
2021 Q1	$1.01M	Hold	8,543	–	–	0.21%	113
2020 Q4	$905K	Buy	+8,543	New	+$864K	0.28%	89

Other funds holding SDY

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

WCM

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Baker Tilly Wealth Management's SDY Position: Q3 2026 in Review

Baker Tilly Wealth Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q3 2026 at 4,683 shares worth $686K. The position accounts for 0.13% of the portfolio, ranked #133.

Baker Tilly Wealth Management first reported a position in SDY in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.59M in Q1 2022. 57 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

Baker Tilly Wealth Management held 4,683 shares of State Street SPDR S&P Dividend ETF worth $686K as of Q3 2026.
Baker Tilly Wealth Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q3 2026.
State Street SPDR S&P Dividend ETF made up 0.13% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #133 holding.
Baker Tilly Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and has held it in 23 quarters since.
Baker Tilly Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $2.59M in Q1 2022.
57 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.