Obermeyer Wealth Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Obermeyer Wealth Partners’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	$415K	Hold	2,830	–	–	0.02%	200
2026 Q2	$431K	Hold	2,830	–	–	0.02%	189
2026 Q1	$413K	Hold	2,830	–	–	0.02%	192
2025 Q4	$394K	Buy	2,830 +280	+11%	+$39K	0.02%	203
2025 Q3	$357K	Hold	2,550	–	–	0.02%	208
2025 Q2	$346K	Hold	2,550	–	–	0.02%	200
2025 Q1	$346K	Buy	+2,550	New	+$343K	0.02%	186
2024 Q4	–	Sell	-1,500	Closed	-$213K	–	269
2024 Q3	$213K	Buy	+1,500	New	+$203K	0.01%	244
2013 Q3	–	Sell	-1,700	Closed	-$113K	–	240
2013 Q2	$113K	Buy	+1,700	New	+$114K	0.03%	77

Other funds holding SDY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

Obermeyer Wealth Partners's SDY Position: Q3 2026 in Review

Obermeyer Wealth Partners held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q3 2026 at 2,830 shares worth $415K. The position accounts for 0.02% of the portfolio, ranked #200.

Obermeyer Wealth Partners first reported a position in SDY in Q2 2013 and has held it in 9 quarters since. The position peaked at $431K in Q2 2026. 790 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

Obermeyer Wealth Partners held 2,830 shares of State Street SPDR S&P Dividend ETF worth $415K as of Q3 2026.
Obermeyer Wealth Partners 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 Obermeyer Wealth Partners's portfolio in Q3 2026, its #200 holding.
Obermeyer Wealth Partners first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and has held it in 9 quarters since.
Obermeyer Wealth Partners's State Street SPDR S&P Dividend ETF position peaked at $431K in Q2 2026.
790 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.