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

Clune & 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	$293K	Sell	2,000 -180	-8%	-$27.9K	0.04%	133
2026 Q2	$332K	Sell	2,180 -334	-13%	-$49.8K	0.05%	139
2026 Q1	$367K	Buy	+2,514	New	+$375K	0.07%	127

Other funds holding SDY

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

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

Sard Wealth Management Group Atlanta, Georgia $250M AUM 11.07% 1-Year Est. Return

CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return

NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return

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

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

Clune & Associates reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 8.3% in Q3 2026, selling an estimated $27.9K and leaving 2,000 shares worth $293K. The position accounts for 0.04% of the portfolio, ranked #133.

Clune & Associates first reported a position in SDY in Q1 2026 and has held it in 3 quarters since. The position peaked at $367K in Q1 2026. 344 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

Clune & Associates held 2,000 shares of State Street SPDR S&P Dividend ETF worth $293K as of Q3 2026.
Clune & Associates sold 180 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $27.9K.
State Street SPDR S&P Dividend ETF made up 0.04% of Clune & Associates's portfolio in Q3 2026, its #133 holding.
Clune & Associates first reported a position in State Street SPDR S&P Dividend ETF in Q1 2026 and has held it in 3 quarters since.
Clune & Associates's State Street SPDR S&P Dividend ETF position peaked at $367K in Q1 2026.
344 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.