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

Ehrlich Financial Group’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	$772K	Sell	5,271 -19	-0.4%	-$2.94K	0.4%	51
2026 Q2	$805K	Sell	5,290 -131	-2%	-$19.5K	0.41%	54
2026 Q1	$791K	Buy	5,421 +829	+18%	+$124K	0.45%	56
2025 Q4	$639K	Sell	4,592 -110	-2%	-$15.3K	0.36%	58
2025 Q3	$658K	Sell	4,702 -35	-0.7%	-$4.88K	0.39%	57
2025 Q2	$643K	Sell	4,737 -182	-4%	-$24.1K	0.42%	53
2025 Q1	$667K	Sell	4,919 -36	-0.7%	-$4.84K	0.49%	50
2024 Q4	$655K	Buy	4,955 +408	+9%	+$57K	0.47%	47
2024 Q3	$646K	Buy	4,547 +1	+0%	+$135	0.46%	45
2024 Q2	$578K	Sell	4,546 -483	-10%	-$62.2K	0.46%	43
2024 Q1	$660K	Buy	5,029 +451	+10%	+$56.6K	0.56%	39
2023 Q4	$572K	Buy	+4,578	New	+$537K	0.57%	49

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

Ehrlich Financial Group's SDY Position: Q3 2026 in Review

Ehrlich Financial Group reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.36% in Q3 2026, selling an estimated $2.94K and leaving 5,271 shares worth $772K. The position accounts for 0.4% of the portfolio, ranked #51.

Ehrlich Financial Group first reported a position in SDY in Q4 2023 and has held it in 12 quarters since. The position peaked at $805K in Q2 2026. 574 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

Ehrlich Financial Group held 5,271 shares of State Street SPDR S&P Dividend ETF worth $772K as of Q3 2026.
Ehrlich Financial Group sold 19 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $2.94K.
State Street SPDR S&P Dividend ETF made up 0.4% of Ehrlich Financial Group's portfolio in Q3 2026, its #51 holding.
Ehrlich Financial Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 12 quarters since.
Ehrlich Financial Group's State Street SPDR S&P Dividend ETF position peaked at $805K in Q2 2026.
574 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.