Convergence Financial’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Convergence Financial’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	$212K	Buy	+1,445	New	+$224K	0.03%	256

Other funds holding SDY

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

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

Convergence Financial's SDY Position: Q3 2026 in Review

Convergence Financial opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q3 2026: 1,445 shares worth $212K. The stake represents 0.03% of the portfolio and ranks #256 among its holdings.

1,010 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

Convergence Financial held 1,445 shares of State Street SPDR S&P Dividend ETF worth $212K as of Q3 2026.
State Street SPDR S&P Dividend ETF was a new Convergence Financial position in Q3 2026.
State Street SPDR S&P Dividend ETF made up 0.03% of Convergence Financial's portfolio in Q3 2026, its #256 holding.
1,010 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Convergence Financial's 13F filing for Q3 2026, filed 27 Oct 2026.