Private Advisory Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Private Advisory Group’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	$201K	Buy	+1,375	New	+$213K	0.01%	317

Other funds holding SDY

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 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

Private Advisory Group's SDY Position: Q3 2026 in Review

Private Advisory Group opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q3 2026: 1,375 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #317 among its holdings.

1,037 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

Private Advisory Group held 1,375 shares of State Street SPDR S&P Dividend ETF worth $201K as of Q3 2026.
State Street SPDR S&P Dividend ETF was a new Private Advisory Group position in Q3 2026.
State Street SPDR S&P Dividend ETF made up 0.01% of Private Advisory Group's portfolio in Q3 2026, its #317 holding.
1,037 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Private Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.