CRA Financial Services
SDY icon

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

CRA Financial Services’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 		$13.1M Sell
89,444
-2,351
-3% -$364K 1.45% 17
2026
Q2 		$14M Sell
91,795
-1,796
-2% -$268K 1.61% 17
2026
Q1 		$13.7M Sell
93,591
-5,593
-6% -$833K 1.77% 15
2025
Q4 		$13.8M Sell
99,184
-1,535
-2% -$214K 1.81% 15
2025
Q3 		$14.1M Sell
100,719
-1,516
-1% -$211K 1.93% 13
2025
Q2 		$13.9M Sell
102,235
-1,164
-1% -$154K 2.12% 12
2025
Q1 		$14M Sell
103,399
-4,552
-4% -$612K 2.4% 9
2024
Q4 		$14.3M Sell
107,951
-4,442
-4% -$620K 2.45% 10
2024
Q3 		$16M Sell
112,393
-2,222
-2% -$301K 2.93% 8
2024
Q2 		$14.6M Sell
114,615
-2,150
-2% -$277K 2.94% 8
2024
Q1 		$15.3M Sell
116,765
-1,356
-1% -$170K 3.33% 8
2023
Q4 		$14.8M Sell
118,121
-2,147
-2% -$252K 3.61% 7
2023
Q3 		$13.8M Sell
120,268
-1,074
-0.9% -$131K 3.81% 6
2023
Q2 		$14.9M Sell
121,342
-1,636
-1% -$200K 4.02% 6
2023
Q1 		$15.2M Sell
122,978
-187
-0.2% -$23.5K 4.52% 4
2022
Q4 		$15.4M Buy
123,165
+269
+0.2% +$33.2K 5.04% 3
2022
Q3 		$13.7M Sell
122,896
-459
-0.4% -$56.5K 4.93% 4
2022
Q2 		$14.6M Buy
123,355
+3,010
+3% +$375K 5.02% 4
2022
Q1 		$15.4M Sell
120,345
-1,145
-0.9% -$145K 4.64% 6
2021
Q4 		$15.7M Sell
121,490
-232
-0.2% -$28.9K 4.66% 5
2021
Q3 		$14.3M Buy
121,722
+165
+0.1% +$20.2K 4.84% 5
2021
Q2 		$14.9M Buy
121,557
+474
+0.4% +$58.6K 5.17% 3
2021
Q1 		$14.3M Buy
121,083
+1,287
+1% +$144K 5.53% 3
2020
Q4 		$12.7M Sell
119,796
-2,166
-2% -$219K 5.33% 3
2020
Q3 		$11.3M Sell
121,962
-636
-0.5% -$60K 5.39% 3
2020
Q2 		$11.2M Sell
122,598
-6,373
-5% -$560K 5.9% 3
2020
Q1 		$10.3M Sell
128,971
-724
-0.6% -$71.4K 6.59% 3
2019
Q4 		$14M Buy
129,695
+2,227
+2% +$234K 7.61% 1
2019
Q3 		$13.1M Buy
127,468
+5,069
+4% +$511K 7.91% 1
2019
Q2 		$12.3M Buy
122,399
+51,185
+72% +$5.12M 7.42% 1
2019
Q1 		$7.08M Buy
71,214
+2,997
+4% +$288K 4.61% 5
2018
Q4 		$6.11M Buy
+68,217
New +$6.43M 4.41% 5

Other funds holding SDY

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Marino Stram & Associates
Marino Stram & Associates Braintree, Massachusetts $644M AUM 16.65% 1-Year Est. Return
Wolff Financial Management
Wolff Financial Management Kalamazoo, Michigan $494M AUM 13.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
Regent Peak Wealth Advisors
Regent Peak Wealth Advisors Atlanta, Georgia $577M AUM 20.1% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
TM
TigerOak Management Albuquerque, New Mexico $382M AUM 25.14% 1-Year Est. Return

CRA Financial Services's SDY Position: Q3 2026 in Review

CRA Financial Services reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 2.6% in Q3 2026, selling an estimated $364K and leaving 89,444 shares worth $13.1M. The position accounts for 1.45% of the portfolio, ranked #17.

CRA Financial Services first reported a position in SDY in Q4 2018 and has held it in 32 quarters since. The position peaked at $16M in Q3 2024. 417 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

  • CRA Financial Services held 89,444 shares of State Street SPDR S&P Dividend ETF worth $13.1M as of Q3 2026.
  • CRA Financial Services sold 2,351 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $364K.
  • State Street SPDR S&P Dividend ETF made up 1.45% of CRA Financial Services's portfolio in Q3 2026, its #17 holding.
  • CRA Financial Services first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and has held it in 32 quarters since.
  • CRA Financial Services's State Street SPDR S&P Dividend ETF position peaked at $16M in Q3 2024.
  • 417 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on CRA Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.