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

Kaydan 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	$590K	Sell	4,031 -873	-18%	-$135K	0.2%	63
2026 Q2	$746K	Sell	4,904 -99	-2%	-$14.7K	0.23%	56
2026 Q1	$730K	Buy	5,003 +207	+4%	+$30.8K	0.24%	54
2025 Q4	$667K	Buy	4,796 +10	+0.2%	+$1.39K	0.19%	55
2025 Q3	$670K	Sell	4,786 -4	-0.1%	-$558	0.19%	56
2025 Q2	$650K	Sell	4,790 -260	-5%	-$34.5K	0.21%	54
2025 Q1	$685K	Sell	5,050 -5	-0.1%	-$672	0.22%	49
2024 Q4	$668K	Buy	5,055 +98	+2%	+$13.7K	0.22%	50
2024 Q3	$704K	Sell	4,957 -21	-0.4%	-$2.84K	0.21%	46
2024 Q2	$633K	Sell	4,978 -371	-7%	-$47.8K	0.22%	48
2024 Q1	$702K	Buy	5,349 +231	+5%	+$29K	0.24%	43
2023 Q4	$640K	Sell	5,118 -177	-3%	-$20.8K	0.26%	47
2023 Q3	$609K	Buy	5,295 +35	+0.7%	+$4.27K	0.24%	41
2023 Q2	$645K	Sell	5,260 -100	-2%	-$12.2K	0.27%	42
2023 Q1	$663K	Buy	5,360 +97	+2%	+$12.2K	0.27%	40
2022 Q4	$658K	Buy	5,263 +305	+6%	+$37.7K	0.26%	39
2022 Q3	$553K	Buy	4,958 +817	+20%	+$101K	0.31%	40
2022 Q2	$492K	Buy	4,141 +551	+15%	+$68.7K	0.27%	49
2022 Q1	$460K	Buy	3,590 +142	+4%	+$17.9K	0.2%	59
2021 Q4	$445K	Buy	+3,448	New	+$429K	0.17%	63

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

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

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

Kaydan Wealth Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 18% in Q3 2026, selling an estimated $135K and leaving 4,031 shares worth $590K. The position accounts for 0.2% of the portfolio, ranked #63.

Kaydan Wealth Management first reported a position in SDY in Q4 2021 and has held it in 20 quarters since. The position peaked at $746K in Q2 2026. 78 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

Kaydan Wealth Management held 4,031 shares of State Street SPDR S&P Dividend ETF worth $590K as of Q3 2026.
Kaydan Wealth Management sold 873 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $135K.
State Street SPDR S&P Dividend ETF made up 0.2% of Kaydan Wealth Management's portfolio in Q3 2026, its #63 holding.
Kaydan Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 20 quarters since.
Kaydan Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $746K in Q2 2026.
78 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Kaydan Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.