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

Clark 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	$38.1K	Buy	260 +2	+0.8%	+$310	0.02%	144
2026 Q2	$39.3K	Buy	258 +1	+0.4%	+$149	0.02%	132
2026 Q1	$37.5K	Buy	257 +2	+0.8%	+$298	0.03%	124
2025 Q4	$35.5K	Hold	255	–	–	0.02%	127
2025 Q3	$35.5K	Buy	255 +3	+1%	+$418	0.02%	127
2025 Q2	$34.2K	Buy	252 +2	+0.8%	+$265	0.02%	113
2025 Q1	$33.9K	Buy	250 +2	+0.8%	+$269	0.03%	117
2024 Q4	$32.8K	Buy	+248	New	+$34.6K	0.03%	103

Other funds holding SDY

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

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

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

Clark Wealth Partners increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.78% in Q3 2026, buying an estimated $310 and bringing the position to 260 shares worth $38.1K. The position accounts for 0.02% of the portfolio, ranked #144.

Clark Wealth Partners first reported a position in SDY in Q4 2024 and has held it in 8 quarters since. The position peaked at $39.3K in Q2 2026. 1,119 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

Clark Wealth Partners held 260 shares of State Street SPDR S&P Dividend ETF worth $38.1K as of Q3 2026.
Clark Wealth Partners bought 2 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $310.
State Street SPDR S&P Dividend ETF made up 0.02% of Clark Wealth Partners's portfolio in Q3 2026, its #144 holding.
Clark Wealth Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 8 quarters since.
Clark Wealth Partners's State Street SPDR S&P Dividend ETF position peaked at $39.3K in Q2 2026.
1,119 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.