DBFM
SDY icon

Dickmeyer Boyce Financial Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Dickmeyer Boyce Financial Management’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 		$782K Buy
5,340
+10
+0.2% +$1.55K 0.4% 64
2026
Q2 		$811K Sell
5,330
-167
-3% -$24.9K 0.42% 63
2026
Q1 		$802K Buy
+5,497
New +$819K 0.47% 61

Other funds holding SDY

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Dickmeyer Boyce Financial Management's SDY Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.19% in Q3 2026, buying an estimated $1.55K and bringing the position to 5,340 shares worth $782K. The position accounts for 0.4% of the portfolio, ranked #64.

Dickmeyer Boyce Financial Management first reported a position in SDY in Q1 2026 and has held it in 3 quarters since. The position peaked at $811K in Q2 2026. 57 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 5,340 shares of State Street SPDR S&P Dividend ETF worth $782K as of Q3 2026.
  • Dickmeyer Boyce Financial Management bought 10 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $1.55K.
  • State Street SPDR S&P Dividend ETF made up 0.4% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #64 holding.
  • Dickmeyer Boyce Financial Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2026 and has held it in 3 quarters since.
  • Dickmeyer Boyce Financial Management's State Street SPDR S&P Dividend ETF position peaked at $811K in Q2 2026.
  • 57 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.