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

Pines Wealth Management’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	$1.78M	Sell	12,131 -204	-2%	-$31.6K	0.51%	48
2026 Q2	$1.88M	Sell	12,335 -2,264	-16%	-$337K	0.54%	43
2026 Q1	$2.13M	Buy	14,599 +388	+3%	+$57.8K	0.69%	30
2025 Q4	$1.98M	Buy	14,211 +505	+4%	+$70.3K	0.64%	32
2025 Q3	$1.92M	Sell	13,706 -1,763	-11%	-$246K	0.65%	33
2025 Q2	$2.15M	Sell	15,469 -73	-0.5%	-$9.7K	0.76%	29
2025 Q1	$1.89M	Sell	15,542 -97	-0.6%	-$13K	0.87%	25
2024 Q4	$2.01M	Buy	+15,639	New	+$2.18M	0.88%	27

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Pines Wealth Management's SDY Position: Q3 2026 in Review

Pines Wealth Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.7% in Q3 2026, selling an estimated $31.6K and leaving 12,131 shares worth $1.78M. The position accounts for 0.51% of the portfolio, ranked #48.

Pines Wealth Management first reported a position in SDY in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.15M in Q2 2025. 899 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

Pines Wealth Management held 12,131 shares of State Street SPDR S&P Dividend ETF worth $1.78M as of Q3 2026.
Pines Wealth Management sold 204 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $31.6K.
State Street SPDR S&P Dividend ETF made up 0.51% of Pines Wealth Management's portfolio in Q3 2026, its #48 holding.
Pines Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 8 quarters since.
Pines Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $2.15M in Q2 2025.
899 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

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