High Point Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDY
High Point Wealth Management's SDY Position: Q3 2026 in Review
High Point Wealth Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q3 2026 at 150 shares worth $22K. The position accounts for 0.02% of the portfolio, ranked #195.
High Point Wealth Management first reported a position in SDY in Q1 2026 and has held it in 3 quarters since. The position peaked at $22.8K in Q2 2026. 899 funds tracked by Wall St. Rank hold SDY as of Q3 2026.
- High Point Wealth Management held 150 shares of State Street SPDR S&P Dividend ETF worth $22K as of Q3 2026.
- High Point 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 0.02% of High Point Wealth Management's portfolio in Q3 2026, its #195 holding.
- High Point Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2026 and has held it in 3 quarters since.
- High Point Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $22.8K in Q2 2026.
- 899 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.
Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.