Cove Private Wealth’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Cove Private Wealth’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	$3.71M	Buy	25,310 +11,601	+85%	+$1.8M	0.65%	30
2026 Q2	$2.09M	Buy	13,709 +294	+2%	+$43.8K	0.4%	44
2026 Q1	$1.96M	Buy	13,415 +5,597	+72%	+$834K	0.44%	44
2025 Q4	$1.09M	Hold	7,818	–	–	0.32%	70
2025 Q3	$1.09M	Hold	7,818	–	–	0.35%	69
2025 Q2	$1.06M	Buy	7,818 +680	+10%	+$90.2K	0.37%	67
2025 Q1	$968K	Hold	7,138	–	–	0.51%	54
2024 Q4	$943K	Buy	+7,138	New	+$997K	0.57%	45

Other funds holding SDY

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

Marino Stram & Associates Braintree, Massachusetts $644M AUM 16.65% 1-Year Est. Return

Wolff Financial Management Kalamazoo, Michigan $494M AUM 13.25% 1-Year Est. Return

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

Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return

Cove Private Wealth's SDY Position: Q3 2026 in Review

Cove Private Wealth increased its State Street SPDR S&P Dividend ETF (SDY) stake by 85% in Q3 2026, buying an estimated $1.8M and bringing the position to 25,310 shares worth $3.71M. The position accounts for 0.65% of the portfolio, ranked #30.

Cove Private Wealth first reported a position in SDY in Q4 2024 and has held it in 8 quarters since. 559 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

Cove Private Wealth held 25,310 shares of State Street SPDR S&P Dividend ETF worth $3.71M as of Q3 2026.
Cove Private Wealth bought 11,601 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $1.8M.
State Street SPDR S&P Dividend ETF made up 0.65% of Cove Private Wealth's portfolio in Q3 2026, its #30 holding.
Cove Private Wealth first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 8 quarters since.
559 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Cove Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.