Meriwether Wealth & Planning’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Meriwether Wealth & Planning’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	$142K	Buy	+967	New	+$150K	0.06%	144

Other funds holding SDY

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Marino Stram & Associates Braintree, Massachusetts $644M AUM 16.65% 1-Year Est. Return

Wolff Financial Management Kalamazoo, Michigan $494M AUM 13.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Regent Peak Wealth Advisors Atlanta, Georgia $577M AUM 20.1% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

TigerOak Management Albuquerque, New Mexico $382M AUM 25.14% 1-Year Est. Return

Meriwether Wealth & Planning's SDY Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q3 2026: 967 shares worth $142K. The stake represents 0.06% of the portfolio and ranks #144 among its holdings.

417 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

Meriwether Wealth & Planning held 967 shares of State Street SPDR S&P Dividend ETF worth $142K as of Q3 2026.
State Street SPDR S&P Dividend ETF was a new Meriwether Wealth & Planning position in Q3 2026.
State Street SPDR S&P Dividend ETF made up 0.06% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #144 holding.
417 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.