Baugh & Associates
SDY icon

Baugh & Associates’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Baugh & Associates’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 		$230K Buy
3,689
+1,789
+94% +$277K 0.1% 41
2026
Q2 		$289K Hold
1,900
– – 0.13% 42
2026
Q1 		$277K Hold
1,900
– – 0.12% 42
2025
Q4 		$264K Sell
1,900
-235
-11% -$32.7K 0.13% 39
2025
Q3 		$290K Hold
2,135
– – 0.14% 37
2025
Q2 		$281K Sell
2,135
-203
-9% -$26.9K 0.15% 39
2025
Q1 		$308K Sell
2,338
-97
-4% -$13K 0.16% 37
2024
Q4 		$313K Sell
2,435
-365
-13% -$51K 0.16% 36
2024
Q3 		$359K Sell
2,800
-230
-8% -$31.1K 0.19% 33
2024
Q2 		$420K Sell
3,030
-394
-12% -$50.8K 0.22% 32
2024
Q1 		$449K Sell
3,424
-392
-10% -$49.2K 0.24% 32
2023
Q4 		$477K Sell
3,816
-274
-7% -$32.2K 0.27% 32
2023
Q3 		$470K Sell
4,090
-146
-3% -$17.8K 0.29% 33
2023
Q2 		$519K Sell
4,236
-24
-0.6% -$2.93K 0.31% 34
2023
Q1 		$527K Sell
4,260
-7
-0.2% -$881 0.34% 33
2022
Q4 		$534K Hold
4,267
– – 0.35% 33
2022
Q3 		$476K Sell
4,267
-641
-13% -$79K 0.34% 33
2022
Q2 		$583K Sell
4,908
-115
-2% -$14.3K 0.39% 33
2022
Q1 		$643K Sell
5,023
-80
-2% -$10.1K 0.38% 33
2021
Q4 		$659K Buy
+5,103
New +$635K 0.36% 34

Other funds holding SDY

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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Marino Stram & Associates
Marino Stram & Associates Braintree, Massachusetts $644M AUM 16.65% 1-Year Est. Return
Wolff Financial Management
Wolff Financial Management Kalamazoo, Michigan $494M AUM 13.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Baugh & Associates's SDY Position: Q3 2026 in Review

Baugh & Associates increased its State Street SPDR S&P Dividend ETF (SDY) stake by 94% in Q3 2026, buying an estimated $277K and bringing the position to 3,689 shares worth $230K. The position accounts for 0.1% of the portfolio, ranked #41.

Baugh & Associates first reported a position in SDY in Q4 2021 and has held it in 20 quarters since. The position peaked at $659K in Q4 2021. 610 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

  • Baugh & Associates held 3,689 shares of State Street SPDR S&P Dividend ETF worth $230K as of Q3 2026.
  • Baugh & Associates bought 1,789 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $277K.
  • State Street SPDR S&P Dividend ETF made up 0.1% of Baugh & Associates's portfolio in Q3 2026, its #41 holding.
  • Baugh & Associates first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 20 quarters since.
  • Baugh & Associates's State Street SPDR S&P Dividend ETF position peaked at $659K in Q4 2021.
  • 610 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Baugh & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.