Precedent Wealth Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDY
TM
Precedent Wealth Partners's SDY Position: Q3 2026 in Review
Precedent Wealth Partners increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.59% in Q3 2026, buying an estimated $57.6K and bringing the position to 63,746 shares worth $9.34M. The position accounts for 1.43% of the portfolio, ranked #18.
Precedent Wealth Partners first reported a position in SDY in Q4 2023 and has held it in 12 quarters since. The position peaked at $11M in Q3 2025. 417 funds tracked by Wall St. Rank hold SDY as of Q3 2026.
- Precedent Wealth Partners held 63,746 shares of State Street SPDR S&P Dividend ETF worth $9.34M as of Q3 2026.
- Precedent Wealth Partners bought 372 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $57.6K.
- State Street SPDR S&P Dividend ETF made up 1.43% of Precedent Wealth Partners's portfolio in Q3 2026, its #18 holding.
- Precedent Wealth Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 12 quarters since.
- Precedent Wealth Partners's State Street SPDR S&P Dividend ETF position peaked at $11M in Q3 2025.
- 417 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.
Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.