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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

M3 Advisory Group's SDY Position: Q1 2026 in Review

M3 Advisory Group increased its State Street SPDR S&P Dividend ETF (SDY) stake by 1.3% in Q1 2026, buying an estimated $7.15K and bringing the position to 3,696 shares worth $539K. The position accounts for 0.33% of the portfolio, ranked #56.

M3 Advisory Group first reported a position in SDY in Q4 2023 and has held it in 10 quarters since. 1,233 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • M3 Advisory Group held 3,696 shares of State Street SPDR S&P Dividend ETF worth $539K as of Q1 2026.
  • M3 Advisory Group bought 48 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $7.15K.
  • State Street SPDR S&P Dividend ETF made up 0.33% of M3 Advisory Group's portfolio in Q1 2026, its #56 holding.
  • M3 Advisory Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,233 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.