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Intelligence Driven Advisers’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Intelligence Driven Advisers’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 		$341K Buy
2,325
+14
+0.6% +$2.17K 0.06% 96
2026
Q2 		$352K Buy
2,311
+14
+0.6% +$2.09K 0.06% 94
2026
Q1 		$335K Buy
2,297
+13
+0.6% +$1.94K 0.06% 89
2025
Q4 		$318K Buy
2,284
+101
+5% +$14.1K 0.05% 96
2025
Q3 		$306K Buy
2,183
+14
+0.6% +$1.95K 0.04% 91
2025
Q2 		$294K Buy
2,169
+15
+0.7% +$1.99K 0.04% 89
2025
Q1 		$292K Sell
2,154
-40
-2% -$5.38K 0.06% 73
2024
Q4 		$290K Buy
2,194
+69
+3% +$9.64K 0.05% 76
2024
Q3 		$302K Buy
2,125
+12
+0.6% +$1.62K 0.04% 85
2024
Q2 		$269K Buy
+2,113
New +$272K 0.04% 87

Other funds holding SDY

GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
KIA
Koenig Investment Advisory Ashland, Oregon $137M AUM 8.53% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
FCM
Fell Capital Management Newport Beach, California $116M AUM 17.16% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Intelligence Driven Advisers's SDY Position: Q3 2026 in Review

Intelligence Driven Advisers increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.61% in Q3 2026, buying an estimated $2.17K and bringing the position to 2,325 shares worth $341K. The position accounts for 0.06% of the portfolio, ranked #96.

Intelligence Driven Advisers first reported a position in SDY in Q2 2024 and has held it in 10 quarters since. The position peaked at $352K in Q2 2026. 78 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

  • Intelligence Driven Advisers held 2,325 shares of State Street SPDR S&P Dividend ETF worth $341K as of Q3 2026.
  • Intelligence Driven Advisers bought 14 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $2.17K.
  • State Street SPDR S&P Dividend ETF made up 0.06% of Intelligence Driven Advisers's portfolio in Q3 2026, its #96 holding.
  • Intelligence Driven Advisers first reported a position in State Street SPDR S&P Dividend ETF in Q2 2024 and has held it in 10 quarters since.
  • Intelligence Driven Advisers's State Street SPDR S&P Dividend ETF position peaked at $352K in Q2 2026.
  • 78 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.