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

Farther Finance 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	$3.08M	Sell	21,036 -258	-1%	-$39.9K	0.02%	595
2026 Q2	$3.24M	Sell	21,294 -454	-2%	-$67.6K	0.03%	534
2026 Q1	$3.17M	Buy	21,748 +3,207	+17%	+$478K	0.03%	486
2025 Q4	$2.58M	Buy	18,541 +6,765	+57%	+$941K	0.03%	497
2025 Q3	$1.65M	Buy	11,776 +5,563	+90%	+$776K	0.02%	528
2025 Q2	$843K	Sell	6,213 -254	-4%	-$33.7K	0.02%	669
2025 Q1	$877K	Buy	6,467 +273	+4%	+$36.7K	0.02%	561
2024 Q4	$818K	Buy	6,194 +1,726	+39%	+$241K	0.03%	433
2024 Q3	$635K	Buy	4,468 +2,220	+99%	+$300K	0.02%	503
2024 Q2	$283K	Buy	2,248 +1,775	+375%	+$229K	0.01%	691
2024 Q1	$61.8K	Sell	473 -496	-51%	-$62.2K	﹤0.01%	1105
2023 Q4	$121K	Buy	969 +126	+15%	+$14.8K	0.01%	727
2023 Q3	$96.9K	Buy	843 +3	+0.4%	+$366	0.02%	570
2023 Q2	$103K	Sell	840 -179	-18%	-$21.9K	0.02%	450
2023 Q1	$126K	Buy	1,019 +266	+35%	+$33.5K	0.04%	348
2022 Q4	$94.2K	Buy	+753	New	+$93K	0.04%	338

Other funds holding SDY

CIM

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

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

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

WCM

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

PVAMC

PPS&V Asset Management Consultants Portage, Michigan $185M AUM 18.16% 1-Year Est. Return

Farther Finance Advisors's SDY Position: Q3 2026 in Review

Farther Finance Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.2% in Q3 2026, selling an estimated $39.9K and leaving 21,036 shares worth $3.08M. The position accounts for 0.02% of the portfolio, ranked #595.

Farther Finance Advisors first reported a position in SDY in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.24M in Q2 2026. 57 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

Farther Finance Advisors held 21,036 shares of State Street SPDR S&P Dividend ETF worth $3.08M as of Q3 2026.
Farther Finance Advisors sold 258 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $39.9K.
State Street SPDR S&P Dividend ETF made up 0.02% of Farther Finance Advisors's portfolio in Q3 2026, its #595 holding.
Farther Finance Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 16 quarters since.
Farther Finance Advisors's State Street SPDR S&P Dividend ETF position peaked at $3.24M in Q2 2026.
57 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.