High Net Worth Advisory Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

High Net Worth Advisory 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	$1.29M	Buy	8,791 +7	+0.1%	+$1.08K	0.27%	82
2026 Q2	$1.34M	Buy	8,784 +7	+0.1%	+$1.04K	0.28%	82
2026 Q1	$1.28M	Buy	8,777 +8	+0.1%	+$1.19K	0.3%	78
2025 Q4	$1.22M	Buy	8,769 +17	+0.2%	+$2.36K	0.28%	80
2025 Q3	$1.23M	Sell	8,752 -194	-2%	-$27.1K	0.29%	77
2025 Q2	$1.21M	Buy	8,946 +8	+0.1%	+$1.06K	0.32%	67
2025 Q1	$1.21M	Sell	8,938 -181	-2%	-$24.3K	0.34%	70
2024 Q4	$1.2M	Buy	9,119 +9	+0.1%	+$1.26K	0.34%	67
2024 Q3	$1.29M	Buy	9,110 +6	+0.1%	+$811	0.35%	65
2024 Q2	$1.16M	Sell	9,104 -292	-3%	-$37.6K	0.35%	63
2024 Q1	$1.23M	Buy	9,396 +30	+0.3%	+$3.76K	0.39%	61
2023 Q4	$1.17M	Buy	9,366 +589	+7%	+$69.1K	0.43%	55
2023 Q3	$1.01M	Hold	8,777	–	–	0.4%	63
2023 Q2	$1.08M	Buy	8,777 +13	+0.1%	+$1.59K	0.42%	61
2023 Q1	$1.08M	Buy	8,764 +33	+0.4%	+$4.15K	0.44%	59
2022 Q4	$1.09M	Hold	8,731	–	–	0.42%	56
2022 Q3	$973K	Buy	8,731 +1	+0%	+$123	0.42%	59
2022 Q2	$1.04M	Sell	8,730 -67	-0.8%	-$8.35K	0.43%	56
2022 Q1	$1.13M	Sell	8,797 -1,064	-11%	-$134K	0.41%	58
2021 Q4	$1.27M	Buy	+9,861	New	+$1.23M	0.44%	57

Other funds holding SDY

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

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

High Net Worth Advisory Group's SDY Position: Q3 2026 in Review

High Net Worth Advisory Group increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.08% in Q3 2026, buying an estimated $1.08K and bringing the position to 8,791 shares worth $1.29M. The position accounts for 0.27% of the portfolio, ranked #82.

High Net Worth Advisory Group first reported a position in SDY in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.34M in Q2 2026. 1,119 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

High Net Worth Advisory Group held 8,791 shares of State Street SPDR S&P Dividend ETF worth $1.29M as of Q3 2026.
High Net Worth Advisory Group bought 7 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $1.08K.
State Street SPDR S&P Dividend ETF made up 0.27% of High Net Worth Advisory Group's portfolio in Q3 2026, its #82 holding.
High Net Worth Advisory Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 20 quarters since.
High Net Worth Advisory Group's State Street SPDR S&P Dividend ETF position peaked at $1.34M in Q2 2026.
1,119 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on High Net Worth Advisory Group's 13F filing for Q3 2026, filed 26 Oct 2026.