Matthew Hamilton Rosenberg’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Matthew Hamilton Rosenberg’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	$40.7K	Hold	278	–	–	0.01%	478
2026 Q2	$42.3K	Hold	278	–	–	0.01%	456
2026 Q1	$40.6K	Hold	278	–	–	0.01%	451
2025 Q4	$38.7K	Hold	278	–	–	0.01%	458
2025 Q3	$38.9K	Hold	278	–	–	0.01%	456
2025 Q2	$37.7K	Hold	278	–	–	0.01%	480
2025 Q1	$37.7K	Hold	278	–	–	0.01%	468
2024 Q4	$36.7K	Hold	278	–	–	0.01%	464
2024 Q3	$39.5K	Hold	278	–	–	0.01%	462
2024 Q2	$35K	Hold	278	–	–	0.01%	470
2024 Q1	$36.3K	Sell	278 -155	-36%	-$19.4K	0.01%	469
2023 Q4	$54.1K	Hold	433	–	–	0.02%	417
2023 Q3	$49.8K	Hold	433	–	–	0.02%	421
2023 Q2	$53.1K	Hold	433	–	–	0.02%	421
2023 Q1	$53.6K	Hold	433	–	–	0.02%	448
2022 Q4	$54.2K	Hold	433	–	–	0.02%	439
2022 Q3	$48K	Hold	433	–	–	0.02%	449
2022 Q2	$52K	Buy	433 +278	+179%	+$34.7K	0.02%	446
2022 Q1	$20K	Buy	+155	New	+$19.6K	0.01%	562

Other funds holding SDY

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

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

WCM

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Matthew Hamilton Rosenberg's SDY Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q3 2026 at 278 shares worth $40.7K. The position accounts for 0.01% of the portfolio, ranked #478.

Matthew Hamilton Rosenberg first reported a position in SDY in Q1 2022 and has held it in 19 quarters since. The position peaked at $54.2K in Q4 2022. 57 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

Matthew Hamilton Rosenberg held 278 shares of State Street SPDR S&P Dividend ETF worth $40.7K as of Q3 2026.
Matthew Hamilton Rosenberg left its State Street SPDR S&P Dividend ETF share count unchanged in Q3 2026.
State Street SPDR S&P Dividend ETF made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #478 holding.
Matthew Hamilton Rosenberg first reported a position in State Street SPDR S&P Dividend ETF in Q1 2022 and has held it in 19 quarters since.
Matthew Hamilton Rosenberg's State Street SPDR S&P Dividend ETF position peaked at $54.2K in Q4 2022.
57 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.