Decision Investments’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Decision Investments’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	$728K	Sell	4,967 -80	-2%	-$12.4K	0.66%	32
2026 Q2	$768K	Sell	5,047 -200	-4%	-$29.8K	0.7%	29
2026 Q1	$766K	Hold	5,247	–	–	0.87%	27
2025 Q4	$730K	Buy	+5,247	New	+$730K	0.8%	28

Other funds holding SDY

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

CIM

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

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

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

KIA

Koenig Investment Advisory Ashland, Oregon $137M AUM 8.53% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

FCM

Fell Capital Management Newport Beach, California $116M AUM 17.16% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Decision Investments's SDY Position: Q3 2026 in Review

Decision Investments reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.6% in Q3 2026, selling an estimated $12.4K and leaving 4,967 shares worth $728K. The position accounts for 0.66% of the portfolio, ranked #32.

Decision Investments first reported a position in SDY in Q4 2025 and has held it in 4 quarters since. The position peaked at $768K in Q2 2026. 78 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

Decision Investments held 4,967 shares of State Street SPDR S&P Dividend ETF worth $728K as of Q3 2026.
Decision Investments sold 80 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $12.4K.
State Street SPDR S&P Dividend ETF made up 0.66% of Decision Investments's portfolio in Q3 2026, its #32 holding.
Decision Investments first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and has held it in 4 quarters since.
Decision Investments's State Street SPDR S&P Dividend ETF position peaked at $768K in Q2 2026.
78 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Decision Investments's 13F filing for Q3 2026, filed 7 Oct 2026.