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

Forza 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	$1.03M	Hold	7,000	–	–	0.3%	73
2026 Q2	$1.07M	Hold	7,000	–	–	0.33%	71
2026 Q1	$1.02M	Hold	7,000	–	–	0.36%	67
2025 Q4	$974K	Hold	7,000	–	–	0.35%	71
2025 Q3	$980K	Hold	7,000	–	–	0.38%	63
2025 Q2	$950K	Buy	+7,000	New	+$928K	0.39%	64

Other funds holding SDY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

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

Forza Wealth Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q3 2026 at 7,000 shares worth $1.03M. The position accounts for 0.3% of the portfolio, ranked #73.

Forza Wealth Management first reported a position in SDY in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.07M in Q2 2026. 790 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

Forza Wealth Management held 7,000 shares of State Street SPDR S&P Dividend ETF worth $1.03M as of Q3 2026.
Forza Wealth Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q3 2026.
State Street SPDR S&P Dividend ETF made up 0.3% of Forza Wealth Management's portfolio in Q3 2026, its #73 holding.
Forza Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2025 and has held it in 6 quarters since.
Forza Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $1.07M in Q2 2026.
790 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.