M3 Advisory Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

M3 Advisory 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 Q2	$568K	Buy	3,733 +37	+1%	+$5.51K	0.29%	62
2026 Q1	$539K	Buy	3,696 +48	+1%	+$7.15K	0.33%	56
2025 Q4	$508K	Buy	3,648 +9	+0.2%	+$1.25K	0.31%	59
2025 Q3	$510K	Buy	3,639 +15	+0.4%	+$2.09K	0.32%	63
2025 Q2	$492K	Buy	3,624 +9	+0.2%	+$1.19K	0.34%	60
2025 Q1	$491K	Sell	3,615 -19	-0.5%	-$2.56K	0.39%	55
2024 Q4	$480K	Sell	3,634 -19	-0.5%	-$2.65K	0.34%	65
2024 Q3	$519K	Buy	3,653 +76	+2%	+$10.3K	0.38%	60
2024 Q2	$455K	Buy	3,577 +134	+4%	+$17.3K	0.37%	63
2024 Q1	$452K	Buy	3,443 +218	+7%	+$27.3K	0.41%	54
2023 Q4	$403K	Buy	+3,225	New	+$379K	0.47%	49

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

M3 Advisory Group's SDY Position: Q2 2026 in Review

M3 Advisory Group increased its State Street SPDR S&P Dividend ETF (SDY) stake by 1% in Q2 2026, buying an estimated $5.51K and bringing the position to 3,733 shares worth $568K. The position accounts for 0.29% of the portfolio, ranked #62.

M3 Advisory Group first reported a position in SDY in Q4 2023 and has held it in 11 quarters since. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

M3 Advisory Group held 3,733 shares of State Street SPDR S&P Dividend ETF worth $568K as of Q2 2026.
M3 Advisory Group bought 37 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $5.51K.
State Street SPDR S&P Dividend ETF made up 0.29% of M3 Advisory Group's portfolio in Q2 2026, its #62 holding.
M3 Advisory Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 11 quarters since.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.