IAG Wealth Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

IAG Wealth Partners’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	$119K	Hold	815	–	–	0.01%	159
2026 Q2	$124K	Hold	815	–	–	0.01%	156
2026 Q1	$119K	Hold	815	–	–	0.01%	156
2025 Q4	$113K	Hold	815	–	–	0.01%	147
2025 Q3	$114K	Hold	815	–	–	0.01%	151
2025 Q2	$111K	Hold	815	–	–	0.01%	144
2025 Q1	$111K	Hold	815	–	–	0.02%	132
2024 Q4	$108K	Hold	815	–	–	0.02%	131
2024 Q3	$116K	Hold	815	–	–	0.02%	118
2024 Q2	$104K	Hold	815	–	–	0.02%	119
2024 Q1	$107K	Sell	815 -81	-9%	-$10.2K	0.02%	116
2023 Q4	$112K	Hold	896	–	–	0.03%	107
2023 Q3	$103K	Hold	896	–	–	0.03%	104
2023 Q2	$110K	Buy	896 +81	+10%	+$9.9K	0.03%	110
2023 Q1	$101K	Hold	815	–	–	0.03%	102
2022 Q4	$102K	Hold	815	–	–	0.03%	96
2022 Q3	$91K	Sell	815 -99	-11%	-$12.2K	0.03%	91
2022 Q2	$108K	Hold	914	–	–	0.04%	87
2022 Q1	$117K	Hold	914	–	–	0.04%	87
2021 Q4	$118K	Hold	914	–	–	0.04%	79
2021 Q3	$108K	Hold	914	–	–	0.04%	76
2021 Q2	$112K	Hold	914	–	–	0.04%	72
2021 Q1	$108K	Hold	914	–	–	0.04%	70
2020 Q4	$97K	Sell	914 -135	-13%	-$13.7K	0.04%	76
2020 Q3	$97K	Buy	1,049 +13	+1%	+$1.23K	0.04%	74
2020 Q2	$95K	Hold	1,036	–	–	0.05%	70
2020 Q1	$83K	Hold	1,036	–	–	0.06%	74
2019 Q4	$112K	Buy	+1,036	New	+$109K	0.07%	62

Other funds holding SDY

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

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

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

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return

IAG Wealth Partners's SDY Position: Q3 2026 in Review

IAG Wealth Partners held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q3 2026 at 815 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #159.

IAG Wealth Partners first reported a position in SDY in Q4 2019 and has held it in 28 quarters since. The position peaked at $124K in Q2 2026. 839 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

IAG Wealth Partners held 815 shares of State Street SPDR S&P Dividend ETF worth $119K as of Q3 2026.
IAG Wealth Partners left its State Street SPDR S&P Dividend ETF share count unchanged in Q3 2026.
State Street SPDR S&P Dividend ETF made up 0.01% of IAG Wealth Partners's portfolio in Q3 2026, its #159 holding.
IAG Wealth Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 28 quarters since.
IAG Wealth Partners's State Street SPDR S&P Dividend ETF position peaked at $124K in Q2 2026.
839 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.