Nations Financial Group
SDY icon

Nations Financial Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Nations Financial 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 		$859K Sell
5,860
-346
-6% -$53.6K 0.04% 421
2026
Q2 		$944K Buy
6,206
+3
+0% +$447 0.05% 392
2026
Q1 		$905K Buy
6,203
+29
+0.5% +$4.32K 0.05% 393
2025
Q4 		$859K Buy
6,174
+3,466
+128% +$482K 0.05% 389
2025
Q3 		$379K Sell
2,708
-32
-1% -$4.46K 0.02% 540
2025
Q2 		$372K Buy
2,740
+3
+0.1% +$398 0.03% 511
2025
Q1 		$371K Buy
2,737
+392
+17% +$52.7K 0.03% 492
2024
Q4 		$310K Buy
2,345
+168
+8% +$23.5K 0.02% 545
2024
Q3 		$309K Sell
2,177
-356
-14% -$48.1K 0.02% 559
2024
Q2 		$322K Buy
2,533
+142
+6% +$18.3K 0.03% 513
2024
Q1 		$314K Buy
2,391
+2
+0.1% +$251 0.03% 520
2023
Q4 		$299K Buy
2,389
+412
+21% +$48.4K 0.03% 515
2023
Q3 		$227K Buy
1,977
+85
+4% +$10.4K 0.02% 553
2023
Q2 		$232K Buy
1,892
+205
+12% +$25K 0.02% 562
2023
Q1 		$209K Buy
+1,687
New +$212K 0.02% 569

Other funds holding SDY

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Joel Isaacson & Co
Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Nations Financial Group's SDY Position: Q3 2026 in Review

Nations Financial Group reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 5.6% in Q3 2026, selling an estimated $53.6K and leaving 5,860 shares worth $859K. The position accounts for 0.04% of the portfolio, ranked #421.

Nations Financial Group first reported a position in SDY in Q1 2023 and has held it in 15 quarters since. The position peaked at $944K in Q2 2026. 1,119 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

  • Nations Financial Group held 5,860 shares of State Street SPDR S&P Dividend ETF worth $859K as of Q3 2026.
  • Nations Financial Group sold 346 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $53.6K.
  • State Street SPDR S&P Dividend ETF made up 0.04% of Nations Financial Group's portfolio in Q3 2026, its #421 holding.
  • Nations Financial Group first reported a position in State Street SPDR S&P Dividend ETF in Q1 2023 and has held it in 15 quarters since.
  • Nations Financial Group's State Street SPDR S&P Dividend ETF position peaked at $944K in Q2 2026.
  • 1,119 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.