Fiduciary Alliance
SDY icon

Fiduciary Alliance’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Fiduciary Alliance’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 		$245K Sell
1,674
-140
-8% -$21.7K 0.02% 444
2026
Q2 		$276K Sell
1,814
-199
-10% -$29.6K 0.02% 462
2026
Q1 		$295K Sell
2,013
-28
-1% -$4.17K 0.02% 447
2025
Q4 		$284K Sell
2,041
-102
-5% -$14.2K 0.02% 432
2025
Q3 		$300K Sell
2,143
-484
-18% -$67.5K 0.02% 415
2025
Q2 		$356K Buy
2,627
+405
+18% +$53.7K 0.03% 361
2025
Q1 		$301K Buy
2,222
+531
+31% +$71.4K 0.03% 317
2024
Q4 		$223K Sell
1,691
-102
-6% -$14.2K 0.02% 329
2024
Q3 		$255K Sell
1,793
-121
-6% -$16.4K 0.03% 219
2024
Q2 		$242K Sell
1,914
-27
-1% -$3.48K 0.04% 185
2024
Q1 		$254K Sell
1,941
-985
-34% -$124K 0.04% 165
2023
Q4 		$366K Sell
2,926
-156
-5% -$18.3K 0.07% 133
2023
Q3 		$354K Buy
3,082
+677
+28% +$82.6K 0.08% 128
2023
Q2 		$295K Buy
+2,405
New +$294K 0.06% 131
2023
Q1 		– Sell
-35
Closed -$4.33K – 731
2022
Q4 		$4.33K Buy
+35
New +$4.32K ﹤0.01% 568

Other funds holding SDY

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
J. Safra Asset Management
J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Marino Stram & Associates
Marino Stram & Associates Braintree, Massachusetts $644M AUM 16.65% 1-Year Est. Return
Wolff Financial Management
Wolff Financial Management Kalamazoo, Michigan $494M AUM 13.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Fiduciary Alliance's SDY Position: Q3 2026 in Review

Fiduciary Alliance reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 7.7% in Q3 2026, selling an estimated $21.7K and leaving 1,674 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #444.

Fiduciary Alliance first reported a position in SDY in Q4 2022 and has held it in 15 quarters since. The position peaked at $366K in Q4 2023. 640 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

  • Fiduciary Alliance held 1,674 shares of State Street SPDR S&P Dividend ETF worth $245K as of Q3 2026.
  • Fiduciary Alliance sold 140 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $21.7K.
  • State Street SPDR S&P Dividend ETF made up 0.02% of Fiduciary Alliance's portfolio in Q3 2026, its #444 holding.
  • Fiduciary Alliance first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 15 quarters since.
  • Fiduciary Alliance's State Street SPDR S&P Dividend ETF position peaked at $366K in Q4 2023.
  • 640 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.