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

Foster 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	$261K	Sell	1,784 -20	-1%	-$3.1K	0.01%	260
2026 Q2	$275K	Buy	1,804 +20	+1%	+$2.98K	0.01%	260
2026 Q1	$260K	Hold	1,784	–	–	0.01%	229
2025 Q4	$248K	Hold	1,784	–	–	0.01%	244
2025 Q3	$250K	Sell	1,784 -1,152	-39%	-$161K	0.01%	230
2025 Q2	$399K	Hold	2,936	–	–	0.01%	155
2025 Q1	$398K	Hold	2,936	–	–	0.01%	142
2024 Q4	$388K	Hold	2,936	–	–	0.01%	136
2024 Q3	$417K	Hold	2,936	–	–	0.02%	134
2024 Q2	$373K	Hold	2,936	–	–	0.01%	142
2024 Q1	$385K	Hold	2,936	–	–	0.02%	137
2023 Q4	$338K	Hold	2,936	–	–	0.02%	131
2023 Q3	$338K	Hold	2,936	–	–	0.02%	131
2023 Q2	$360K	Buy	2,936 +36	+1%	+$4.4K	0.02%	128
2023 Q1	$359K	Hold	2,900	–	–	0.02%	122
2022 Q4	$363K	Sell	2,900 -24	-0.8%	-$2.96K	0.03%	112
2022 Q3	$326K	Sell	2,924 -847	-22%	-$104K	0.03%	108
2022 Q2	$448K	Buy	+3,771	New	+$470K	0.03%	102

Other funds holding SDY

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

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

RPWA

Regent Peak Wealth Advisors Atlanta, Georgia $577M AUM 20.1% 1-Year Est. Return

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

SWMG

Sard Wealth Management Group Atlanta, Georgia $250M AUM 11.07% 1-Year Est. Return

CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return

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

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Foster Group's SDY Position: Q3 2026 in Review

Foster Group reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.1% in Q3 2026, selling an estimated $3.1K and leaving 1,784 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #260.

Foster Group first reported a position in SDY in Q2 2022 and has held it in 18 quarters since. The position peaked at $448K in Q2 2022. 262 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

Foster Group held 1,784 shares of State Street SPDR S&P Dividend ETF worth $261K as of Q3 2026.
Foster Group sold 20 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $3.1K.
State Street SPDR S&P Dividend ETF made up 0.01% of Foster Group's portfolio in Q3 2026, its #260 holding.
Foster Group first reported a position in State Street SPDR S&P Dividend ETF in Q2 2022 and has held it in 18 quarters since.
Foster Group's State Street SPDR S&P Dividend ETF position peaked at $448K in Q2 2022.
262 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.