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

Downshift 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	$17.4K	Buy	+119	New	+$18.4K	0.01%	254

Other funds holding SDY

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

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

Sard Wealth Management Group Atlanta, Georgia $250M AUM 11.07% 1-Year Est. Return

CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return

NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return

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

Downshift Financial's SDY Position: Q3 2026 in Review

Downshift Financial opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q3 2026: 119 shares worth $17.4K. The stake represents 0.01% of the portfolio and ranks #254 among its holdings.

336 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

Downshift Financial held 119 shares of State Street SPDR S&P Dividend ETF worth $17.4K as of Q3 2026.
State Street SPDR S&P Dividend ETF was a new Downshift Financial position in Q3 2026.
State Street SPDR S&P Dividend ETF made up 0.01% of Downshift Financial's portfolio in Q3 2026, its #254 holding.
336 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

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