Echo45 Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Echo45 Advisors’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	$419K	Buy	+2,859	New	+$442K	0.19%	62

Other funds holding SDY

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

RPWA

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

SWMG

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

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

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Echo45 Advisors's SDY Position: Q3 2026 in Review

Echo45 Advisors opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q3 2026: 2,859 shares worth $419K. The stake represents 0.19% of the portfolio and ranks #62 among its holdings.

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

Echo45 Advisors held 2,859 shares of State Street SPDR S&P Dividend ETF worth $419K as of Q3 2026.
State Street SPDR S&P Dividend ETF was a new Echo45 Advisors position in Q3 2026.
State Street SPDR S&P Dividend ETF made up 0.19% of Echo45 Advisors's portfolio in Q3 2026, its #62 holding.
228 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Echo45 Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.