DDD Partners
SDY icon

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

DDD 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 		$518K Sell
3,533
-383
-10% -$59.3K 0.03% 122
2026
Q2 		$596K Sell
3,916
-22
-0.6% -$3.28K 0.04% 98
2026
Q1 		$575K Buy
+3,938
New +$587K 0.04% 88

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Commonwealth Equity Services
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Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
J. Safra Asset Management
J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Marino Stram & Associates
Marino Stram & Associates Braintree, Massachusetts $644M AUM 16.65% 1-Year Est. Return

DDD Partners's SDY Position: Q3 2026 in Review

DDD Partners reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 9.8% in Q3 2026, selling an estimated $59.3K and leaving 3,533 shares worth $518K. The position accounts for 0.03% of the portfolio, ranked #122.

DDD Partners first reported a position in SDY in Q1 2026 and has held it in 3 quarters since. The position peaked at $596K in Q2 2026. 745 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

  • DDD Partners held 3,533 shares of State Street SPDR S&P Dividend ETF worth $518K as of Q3 2026.
  • DDD Partners sold 383 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $59.3K.
  • State Street SPDR S&P Dividend ETF made up 0.03% of DDD Partners's portfolio in Q3 2026, its #122 holding.
  • DDD Partners first reported a position in State Street SPDR S&P Dividend ETF in Q1 2026 and has held it in 3 quarters since.
  • DDD Partners's State Street SPDR S&P Dividend ETF position peaked at $596K in Q2 2026.
  • 745 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on DDD Partners's 13F filing for Q3 2026, filed 2 Nov 2026.