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

Premier Path 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	$259K	Sell	1,769 -4	-0.2%	-$619	0.03%	346
2026 Q2	$270K	Buy	1,773 +17	+1%	+$2.53K	0.03%	371
2026 Q1	$256K	Sell	1,756 -13	-0.7%	-$1.94K	0.03%	366
2025 Q4	$246K	Sell	1,769 -27	-2%	-$3.76K	0.03%	359
2025 Q3	$251K	Buy	1,796 +4	+0.2%	+$558	0.03%	357
2025 Q2	$243K	Buy	1,792 +2	+0.1%	+$265	0.03%	349
2025 Q1	$243K	Sell	1,790 -727	-29%	-$97.8K	0.04%	340
2024 Q4	$332K	Buy	2,517 +1,097	+77%	+$153K	0.05%	286
2024 Q3	$202K	Sell	1,420 -1,776	-56%	-$240K	0.03%	357
2024 Q2	$406K	Buy	3,196 +228	+8%	+$29.4K	0.07%	254
2024 Q1	$389K	Buy	2,968 +135	+5%	+$16.9K	0.07%	238
2023 Q4	$354K	Buy	+2,833	New	+$333K	0.08%	230

Other funds holding SDY

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

Marino Stram & Associates Braintree, Massachusetts $644M AUM 16.65% 1-Year Est. Return

Wolff Financial Management Kalamazoo, Michigan $494M AUM 13.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Regent Peak Wealth Advisors Atlanta, Georgia $577M AUM 20.1% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

TigerOak Management Albuquerque, New Mexico $382M AUM 25.14% 1-Year Est. Return

Premier Path Wealth Partners's SDY Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.23% in Q3 2026, selling an estimated $619 and leaving 1,769 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #346.

Premier Path Wealth Partners first reported a position in SDY in Q4 2023 and has held it in 12 quarters since. The position peaked at $406K in Q2 2024. 417 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

Premier Path Wealth Partners held 1,769 shares of State Street SPDR S&P Dividend ETF worth $259K as of Q3 2026.
Premier Path Wealth Partners sold 4 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $619.
State Street SPDR S&P Dividend ETF made up 0.03% of Premier Path Wealth Partners's portfolio in Q3 2026, its #346 holding.
Premier Path 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.
Premier Path Wealth Partners's State Street SPDR S&P Dividend ETF position peaked at $406K in Q2 2024.
417 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.