Diversified Enterprises’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Diversified Enterprises’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	$227K	Hold	1,551	–	–	0.01%	409
2026 Q2	$236K	Hold	1,551	–	–	0.01%	382
2026 Q1	$226K	Hold	1,551	–	–	0.01%	379
2025 Q4	$216K	Buy	+1,551	New	+$216K	0.01%	365

Other funds holding SDY

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Diversified Enterprises's SDY Position: Q3 2026 in Review

Diversified Enterprises held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q3 2026 at 1,551 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #409.

Diversified Enterprises first reported a position in SDY in Q4 2025 and has held it in 4 quarters since. The position peaked at $236K in Q2 2026. 564 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

Diversified Enterprises held 1,551 shares of State Street SPDR S&P Dividend ETF worth $227K as of Q3 2026.
Diversified Enterprises 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 Diversified Enterprises's portfolio in Q3 2026, its #409 holding.
Diversified Enterprises first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and has held it in 4 quarters since.
Diversified Enterprises's State Street SPDR S&P Dividend ETF position peaked at $236K in Q2 2026.
564 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.