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

DecisionPoint 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	$4.42K	Hold	30	–	–	﹤0.01%	292
2026 Q2	$4.59K	Hold	30	–	–	﹤0.01%	242
2026 Q1	$4.38K	Hold	30	–	–	﹤0.01%	230
2025 Q4	$4.18K	Hold	30	–	–	﹤0.01%	267
2025 Q3	$4.2K	Sell	30 -108	-78%	-$15.1K	﹤0.01%	183
2025 Q2	$19.1K	Buy	+138	New	+$18.3K	﹤0.01%	123
2024 Q2	–	Sell	-1	Closed	-$128	–	274
2024 Q1	$128	Buy	+1	New	+$125	﹤0.01%	264

Other funds holding SDY

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

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

DecisionPoint Financial's SDY Position: Q3 2026 in Review

DecisionPoint Financial held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q3 2026 at 30 shares worth $4.42K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

DecisionPoint Financial first reported a position in SDY in Q1 2024 and has held it in 7 quarters since. The position peaked at $19.1K in Q2 2025. 523 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

DecisionPoint Financial held 30 shares of State Street SPDR S&P Dividend ETF worth $4.42K as of Q3 2026.
DecisionPoint Financial left its State Street SPDR S&P Dividend ETF share count unchanged in Q3 2026.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #292 holding.
DecisionPoint Financial first reported a position in State Street SPDR S&P Dividend ETF in Q1 2024 and has held it in 7 quarters since.
DecisionPoint Financial's State Street SPDR S&P Dividend ETF position peaked at $19.1K in Q2 2025.
523 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

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