Baldwin Wealth Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Baldwin Wealth Partners’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	$466K	Hold	3,180	–	–	0.03%	149
2026 Q2	$484K	Sell	3,180 -50	-2%	-$7.45K	0.03%	148
2026 Q1	$471K	Hold	3,230	–	–	0.03%	148
2025 Q4	$449K	Hold	3,230	–	–	0.03%	160
2025 Q3	$452K	Hold	3,230	–	–	0.03%	157
2025 Q2	$438K	Hold	3,230	–	–	0.03%	153
2025 Q1	$438K	Sell	3,230 -150	-4%	-$20.2K	0.03%	155
2024 Q4	$446K	Hold	3,380	–	–	0.03%	162
2024 Q3	$480K	Hold	3,380	–	–	0.03%	203
2024 Q2	$430K	Hold	3,380	–	–	0.03%	153
2024 Q1	$444K	Hold	3,380	–	–	0.03%	162
2023 Q4	$422K	Sell	3,380 -291	-8%	-$34.2K	0.03%	159
2023 Q3	$422K	Sell	3,671 -600	-14%	-$73.2K	0.04%	166
2023 Q2	$524K	Hold	4,271	–	–	0.04%	156
2023 Q1	$528K	Hold	4,271	–	–	0.05%	146
2022 Q4	$534K	Buy	+4,271	New	+$528K	0.05%	151
2018 Q2	–	Sell	-34	Closed	-$3K	–	522
2018 Q1	$3K	Hold	34	–	–	﹤0.01%	469
2017 Q4	$3K	Hold	34	–	–	﹤0.01%	453
2017 Q3	$3K	Hold	34	–	–	﹤0.01%	457
2017 Q2	$3K	Hold	34	–	–	﹤0.01%	454
2017 Q1	$3K	Hold	34	–	–	﹤0.01%	466
2016 Q4	$3K	Hold	34	–	–	﹤0.01%	483
2016 Q3	$3K	Sell	34 -240	-88%	-$20.5K	﹤0.01%	501
2016 Q2	$23K	Hold	274	–	–	﹤0.01%	326
2016 Q1	$22K	Buy	+274	New	+$20.3K	﹤0.01%	359

Other funds holding SDY

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

Marino Stram & Associates Braintree, Massachusetts $644M AUM 16.65% 1-Year Est. Return

Wolff Financial Management Kalamazoo, Michigan $494M AUM 13.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Regent Peak Wealth Advisors Atlanta, Georgia $577M AUM 20.1% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return

Baldwin Wealth Partners's SDY Position: Q3 2026 in Review

Baldwin Wealth Partners held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q3 2026 at 3,180 shares worth $466K. The position accounts for 0.03% of the portfolio, ranked #149.

Baldwin Wealth Partners first reported a position in SDY in Q1 2016 and has held it in 25 quarters since. The position peaked at $534K in Q4 2022. 574 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

Baldwin Wealth Partners held 3,180 shares of State Street SPDR S&P Dividend ETF worth $466K as of Q3 2026.
Baldwin Wealth Partners left its State Street SPDR S&P Dividend ETF share count unchanged in Q3 2026.
State Street SPDR S&P Dividend ETF made up 0.03% of Baldwin Wealth Partners's portfolio in Q3 2026, its #149 holding.
Baldwin Wealth Partners first reported a position in State Street SPDR S&P Dividend ETF in Q1 2016 and has held it in 25 quarters since.
Baldwin Wealth Partners's State Street SPDR S&P Dividend ETF position peaked at $534K in Q4 2022.
574 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.