Friday Financial
SDY icon

Friday Financial’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Friday Financial’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 		$361K Buy
2,447
+545
+29% +$84.4K 0.07% 89
2026
Q2 		$296K Hold
1,902
– – 0.08% 89
2026
Q1 		$278K Hold
1,902
– – 0.1% 81
2025
Q4 		$265K Hold
1,902
– – 0.09% 83
2025
Q3 		$266K Hold
1,902
– – 0.11% 85
2025
Q2 		$258K Hold
1,902
– – 0.13% 77
2025
Q1 		$259K Hold
1,902
– – 0.15% 64
2024
Q4 		$251K Buy
+1,902
New +$266K 0.17% 57

Other funds holding SDY

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 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
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
Regent Peak Wealth Advisors
Regent Peak Wealth Advisors Atlanta, Georgia $577M AUM 20.1% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
TM
TigerOak Management Albuquerque, New Mexico $382M AUM 25.14% 1-Year Est. Return

Friday Financial's SDY Position: Q3 2026 in Review

Friday Financial increased its State Street SPDR S&P Dividend ETF (SDY) stake by 29% in Q3 2026, buying an estimated $84.4K and bringing the position to 2,447 shares worth $361K. The position accounts for 0.07% of the portfolio, ranked #89.

Friday Financial first reported a position in SDY in Q4 2024 and has held it in 8 quarters since. 417 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

  • Friday Financial held 2,447 shares of State Street SPDR S&P Dividend ETF worth $361K as of Q3 2026.
  • Friday Financial bought 545 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $84.4K.
  • State Street SPDR S&P Dividend ETF made up 0.07% of Friday Financial's portfolio in Q3 2026, its #89 holding.
  • Friday Financial first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 8 quarters since.
  • 417 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Friday Financial's 13F filing for Q3 2026, filed 9 Oct 2026.