EPG Wealth Management
SDY icon

EPG Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

EPG Wealth Management’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 		$284K Sell
1,936
-180
-9% -$27.9K 0.07% 168
2026
Q2 		$322K Buy
2,116
+100
+5% +$14.9K 0.08% 158
2026
Q1 		$294K Buy
2,016
+4
+0.2% +$596 0.08% 163
2025
Q4 		$280K Hold
2,012
– – 0.08% 167
2025
Q3 		$282K Hold
2,012
– – 0.08% 166
2025
Q2 		$273K Sell
2,012
-992
-33% -$132K 0.08% 166
2025
Q1 		$408K Buy
3,004
+6
+0.2% +$807 0.11% 175
2024
Q4 		$396K Sell
2,998
-200
-6% -$27.9K 0.1% 174
2024
Q3 		$454K Buy
+3,198
New +$433K 0.11% 172
2024
Q2 		– Sell
-3,785
Closed -$488K – 176
2024
Q1 		$497K Buy
3,785
+6
+0.2% +$753 0.12% 170
2023
Q4 		$462K Sell
3,779
-191
-5% -$22.4K 0.12% 165
2023
Q3 		$457K Buy
3,970
+8
+0.2% +$976 0.14% 155
2023
Q2 		$486K Buy
3,962
+312
+9% +$38.1K 0.14% 150
2023
Q1 		$452K Buy
3,650
+13
+0.4% +$1.64K 0.14% 148
2022
Q4 		$455K Buy
3,637
+19
+0.5% +$2.35K 0.17% 112
2022
Q3 		$403K Buy
3,618
+16
+0.4% +$1.97K 0.17% 121
2022
Q2 		$427K Sell
3,602
-500
-12% -$62.3K 0.18% 115
2022
Q1 		$526K Sell
4,102
-481
-10% -$60.8K 0.18% 111
2021
Q4 		$592K Sell
4,583
-1,996
-30% -$248K 0.21% 99
2021
Q3 		$773K Buy
6,579
+651
+11% +$79.7K 0.31% 72
2021
Q2 		$725K Buy
5,928
+22
+0.4% +$2.72K 0.31% 79
2021
Q1 		$697K Buy
5,906
+2,932
+99% +$329K 0.34% 70
2020
Q4 		$315K Buy
2,974
+323
+12% +$32.7K 0.19% 102
2020
Q3 		$245K Sell
2,651
-606
-19% -$57.2K 0.18% 108
2020
Q2 		$297K Sell
3,257
-296
-8% -$26K 0.21% 103
2020
Q1 		$283K Sell
3,553
-242
-6% -$23.9K 0.21% 91
2019
Q4 		$408K Buy
+3,795
New +$398K 0.3% 58

Other funds holding SDY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Joel Isaacson & Co
Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

EPG Wealth Management's SDY Position: Q3 2026 in Review

EPG Wealth Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 8.5% in Q3 2026, selling an estimated $27.9K and leaving 1,936 shares worth $284K. The position accounts for 0.07% of the portfolio, ranked #168.

EPG Wealth Management first reported a position in SDY in Q4 2019 and has held it in 27 quarters since. The position peaked at $773K in Q3 2021. 899 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

  • EPG Wealth Management held 1,936 shares of State Street SPDR S&P Dividend ETF worth $284K as of Q3 2026.
  • EPG Wealth Management sold 180 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $27.9K.
  • State Street SPDR S&P Dividend ETF made up 0.07% of EPG Wealth Management's portfolio in Q3 2026, its #168 holding.
  • EPG Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 27 quarters since.
  • EPG Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $773K in Q3 2021.
  • 899 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on EPG Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.