Central Valley Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Central Valley Advisors’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	–	Sell	-3,939	Closed	-$600K	–	188
2026 Q2	$600K	Sell	3,939 -121	-3%	-$18K	0.15%	109
2026 Q1	$592K	Buy	+4,060	New	+$605K	0.16%	103
2024 Q3	–	Sell	-618	Closed	-$860K	–	163
2024 Q2	$860K	Sell	618 -3,451	-85%	-$445K	0.37%	52
2024 Q1	$534K	Sell	4,069 -1	-0%	-$125	0.28%	74
2023 Q4	$509K	Buy	+4,070	New	+$478K	0.3%	77

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Central Valley Advisors's SDY Position: Q3 2026 in Review

Central Valley Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2026, closing a stake of 3,939 shares — an estimated $600K sold.

Central Valley Advisors first reported a position in SDY in Q4 2023 and held it in 5 quarters. The position peaked at $860K in Q2 2024. 899 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

Central Valley Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2026 after selling out during the quarter.
Central Valley Advisors sold 3,939 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $600K.
Central Valley Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and held it in 5 quarters.
Central Valley Advisors's State Street SPDR S&P Dividend ETF position peaked at $860K in Q2 2024.
899 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.