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NorthAvenue LLC’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

NorthAvenue LLC’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
Q2 		$20.4K Hold
134
– – 0.01% 115
2026
Q1 		$19.6K Hold
134
– – 0.02% 99
2025
Q4 		$18.6K Buy
+134
New +$18.6K 0.02% 104

Other funds holding SDY

WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
RPWA
Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

NorthAvenue LLC's SDY Position: Q2 2026 in Review

NorthAvenue LLC held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 134 shares worth $20.4K. The position accounts for 0.01% of the portfolio, ranked #115.

NorthAvenue LLC first reported a position in SDY in Q4 2025 and has held it in 3 quarters since. 306 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • NorthAvenue LLC held 134 shares of State Street SPDR S&P Dividend ETF worth $20.4K as of Q2 2026.
  • NorthAvenue LLC left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P Dividend ETF made up 0.01% of NorthAvenue LLC's portfolio in Q2 2026, its #115 holding.
  • NorthAvenue LLC first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • 306 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.