Dynamic Wealth Strategies’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Dynamic Wealth Strategies’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	$118K	Hold	807	–	–	0.06%	111
2026 Q2	$123K	Hold	807	–	–	0.07%	111
2026 Q1	$118K	Buy	807 +707	+707%	+$105K	0.07%	110
2025 Q4	$13.9K	Hold	100	–	–	0.01%	192
2025 Q3	$14K	Hold	100	–	–	0.01%	188
2025 Q2	$13.6K	Hold	100	–	–	0.01%	185
2025 Q1	$13.6K	Buy	+100	New	+$13.4K	0.01%	185
2024 Q4	–	Sell	-100	Closed	-$14K	–	200
2024 Q3	$14K	Hold	100	–	–	0.01%	184
2024 Q2	$13K	Hold	100	–	–	0.01%	189
2024 Q1	$13K	Hold	100	–	–	0.01%	194
2023 Q4	$12.5K	Buy	+100	New	+$11.7K	0.01%	191

Other funds holding SDY

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

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

Dynamic Wealth Strategies's SDY Position: Q3 2026 in Review

Dynamic Wealth Strategies held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q3 2026 at 807 shares worth $118K. The position accounts for 0.06% of the portfolio, ranked #111.

Dynamic Wealth Strategies first reported a position in SDY in Q4 2023 and has held it in 11 quarters since. The position peaked at $123K in Q2 2026. 1,073 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

Dynamic Wealth Strategies held 807 shares of State Street SPDR S&P Dividend ETF worth $118K as of Q3 2026.
Dynamic Wealth Strategies left its State Street SPDR S&P Dividend ETF share count unchanged in Q3 2026.
State Street SPDR S&P Dividend ETF made up 0.06% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #111 holding.
Dynamic Wealth Strategies first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 11 quarters since.
Dynamic Wealth Strategies's State Street SPDR S&P Dividend ETF position peaked at $123K in Q2 2026.
1,073 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.