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

Howard 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	$1.21M	Sell	8,241 -106	-1%	-$16.4K	0.44%	55
2026 Q2	$1.27M	Sell	8,347 -216	-3%	-$32.2K	0.47%	52
2026 Q1	$1.25M	Sell	8,563 -277	-3%	-$41.3K	0.53%	49
2025 Q4	$1.23M	Sell	8,840 -341	-4%	-$47.4K	0.54%	49
2025 Q3	$1.29M	Sell	9,181 -33	-0.4%	-$4.6K	0.59%	51
2025 Q2	$1.25M	Sell	9,214 -94	-1%	-$12.5K	0.63%	45
2025 Q1	$1.26M	Sell	9,308 -214	-2%	-$28.8K	0.7%	40
2024 Q4	$1.26M	Buy	9,522 +19	+0.2%	+$2.65K	0.68%	43
2024 Q3	$1.35M	Sell	9,503 -113	-1%	-$15.3K	0.79%	34
2024 Q2	$1.22M	Buy	9,616 +208	+2%	+$26.8K	0.96%	26
2024 Q1	$1.23M	Sell	9,408 -655	-7%	-$82.2K	1%	24
2023 Q4	$1.26M	Sell	10,063 -37	-0.4%	-$4.34K	1.05%	23
2023 Q3	$1.16M	Sell	10,100 -43	-0.4%	-$5.25K	1.07%	23
2023 Q2	$1.24M	Sell	10,143 -159	-2%	-$19.4K	1.08%	22
2023 Q1	$1.27M	Sell	10,302 -215	-2%	-$27K	1.06%	24
2022 Q4	$1.32M	Buy	10,517 +55	+0.5%	+$6.79K	1.08%	25
2022 Q3	$1.17M	Buy	+10,462	New	+$1.29M	0.83%	35
2022 Q2	–	Sell	-10,397	Closed	-$1.33M	–	113
2022 Q1	$1.33M	Sell	10,397 -44	-0.4%	-$5.56K	0.73%	40
2021 Q4	$1.35M	Buy	10,441 +30	+0.3%	+$3.73K	0.71%	41
2021 Q3	$1.22M	Sell	10,411 -100	-1%	-$12.2K	0.68%	40
2021 Q2	$1.28M	Sell	10,511 -5	-0%	-$618	0.71%	39
2021 Q1	$1.24M	Sell	10,516 -85	-0.8%	-$9.5K	0.73%	38
2020 Q4	$1.12M	Buy	10,601 +50	+0.5%	+$5.06K	0.7%	39
2020 Q3	$974K	Sell	10,551 -420	-4%	-$39.6K	0.69%	38
2020 Q2	$1M	Buy	10,971 +235	+2%	+$20.7K	0.82%	35
2020 Q1	$857K	Sell	10,736 -404	-4%	-$39.8K	0.9%	30
2019 Q4	$1.2M	Buy	+11,140	New	+$1.17M	1%	21

Other funds holding SDY

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Marino Stram & Associates Braintree, Massachusetts $644M AUM 16.65% 1-Year Est. Return

Wolff Financial Management Kalamazoo, Michigan $494M AUM 13.25% 1-Year Est. Return

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

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

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

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

Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return

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

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

Howard Wealth Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.3% in Q3 2026, selling an estimated $16.4K and leaving 8,241 shares worth $1.21M. The position accounts for 0.44% of the portfolio, ranked #55.

Howard Wealth Management first reported a position in SDY in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.35M in Q3 2024. 548 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

Howard Wealth Management held 8,241 shares of State Street SPDR S&P Dividend ETF worth $1.21M as of Q3 2026.
Howard Wealth Management sold 106 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $16.4K.
State Street SPDR S&P Dividend ETF made up 0.44% of Howard Wealth Management's portfolio in Q3 2026, its #55 holding.
Howard Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 27 quarters since.
Howard Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $1.35M in Q3 2024.
548 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.