KFA Private Wealth Group
SDY icon

KFA Private Wealth Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

KFA Private Wealth Group’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 		$364K Buy
2,485
+3
+0.1% +$464 0.09% 104
2026
Q2 		$378K Sell
2,482
-46
-2% -$6.85K 0.09% 101
2026
Q1 		$369K Buy
2,528
+520
+26% +$77.5K 0.09% 110
2025
Q4 		$279K Sell
2,008
-8
-0.4% -$1.11K 0.07% 128
2025
Q3 		$282K Buy
2,016
+78
+4% +$10.9K 0.08% 117
2025
Q2 		$263K Buy
1,938
+4
+0.2% +$530 0.08% 115
2025
Q1 		$262K Buy
1,934
+4
+0.2% +$538 0.09% 95
2024
Q4 		$255K Sell
1,930
-193
-9% -$27K 0.11% 76
2024
Q3 		$301K Buy
2,123
+4
+0.2% +$541 0.14% 64
2024
Q2 		$270K Buy
2,119
+4
+0.2% +$515 0.14% 65
2024
Q1 		$278K Buy
+2,115
New +$265K 0.09% 83

Other funds holding SDY

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Marino Stram & Associates
Marino Stram & Associates Braintree, Massachusetts $644M AUM 16.65% 1-Year Est. Return
Wolff Financial Management
Wolff Financial Management Kalamazoo, Michigan $494M AUM 13.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
Regent Peak Wealth Advisors
Regent Peak Wealth Advisors Atlanta, Georgia $577M AUM 20.1% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
TM
TigerOak Management Albuquerque, New Mexico $382M AUM 25.14% 1-Year Est. Return

KFA Private Wealth Group's SDY Position: Q3 2026 in Review

KFA Private Wealth Group increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.12% in Q3 2026, buying an estimated $464 and bringing the position to 2,485 shares worth $364K. The position accounts for 0.09% of the portfolio, ranked #104.

KFA Private Wealth Group first reported a position in SDY in Q1 2024 and has held it in 11 quarters since. The position peaked at $378K in Q2 2026. 417 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

  • KFA Private Wealth Group held 2,485 shares of State Street SPDR S&P Dividend ETF worth $364K as of Q3 2026.
  • KFA Private Wealth Group bought 3 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $464.
  • State Street SPDR S&P Dividend ETF made up 0.09% of KFA Private Wealth Group's portfolio in Q3 2026, its #104 holding.
  • KFA Private Wealth Group first reported a position in State Street SPDR S&P Dividend ETF in Q1 2024 and has held it in 11 quarters since.
  • KFA Private Wealth Group's State Street SPDR S&P Dividend ETF position peaked at $378K in Q2 2026.
  • 417 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.