Noble Wealth Management PBC’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Noble Wealth Management PBC’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	$35.3K	Hold	241	–	–	0.02%	301
2026 Q2	$36.7K	Hold	241	–	–	0.02%	316
2026 Q1	$35.2K	Hold	241	–	–	0.02%	299
2025 Q4	$33.5K	Hold	241	–	–	0.02%	309
2025 Q3	$33.8K	Buy	+241	New	+$33.6K	0.02%	291
2025 Q1	$32.7K	Hold	241	–	–	0.02%	252
2024 Q4	$31.8K	Buy	+241	New	+$33.7K	0.02%	232

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

Noble Wealth Management PBC's SDY Position: Q3 2026 in Review

Noble Wealth Management PBC held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q3 2026 at 241 shares worth $35.3K. The position accounts for 0.02% of the portfolio, ranked #301.

Noble Wealth Management PBC first reported a position in SDY in Q4 2024 and has held it in 7 quarters since. The position peaked at $36.7K in Q2 2026. 57 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

Noble Wealth Management PBC held 241 shares of State Street SPDR S&P Dividend ETF worth $35.3K as of Q3 2026.
Noble Wealth Management PBC left its State Street SPDR S&P Dividend ETF share count unchanged in Q3 2026.
State Street SPDR S&P Dividend ETF made up 0.02% of Noble Wealth Management PBC's portfolio in Q3 2026, its #301 holding.
Noble Wealth Management PBC first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Noble Wealth Management PBC's State Street SPDR S&P Dividend ETF position peaked at $36.7K in Q2 2026.
57 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.