15 Wealth Advisors LLC’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

15 Wealth Advisors LLC’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	$303K	Buy	+2,070	New	+$320K	0.08%	89

Other funds holding SDY

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

GLLW

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

RPWA

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

KIA

Koenig Investment Advisory Ashland, Oregon $137M AUM 8.53% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

15 Wealth Advisors LLC's SDY Position: Q3 2026 in Review

15 Wealth Advisors LLC opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q3 2026: 2,070 shares worth $303K. The stake represents 0.08% of the portfolio and ranks #89 among its holdings.

171 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

15 Wealth Advisors LLC held 2,070 shares of State Street SPDR S&P Dividend ETF worth $303K as of Q3 2026.
State Street SPDR S&P Dividend ETF was a new 15 Wealth Advisors LLC position in Q3 2026.
State Street SPDR S&P Dividend ETF made up 0.08% of 15 Wealth Advisors LLC's portfolio in Q3 2026, its #89 holding.
171 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on 15 Wealth Advisors LLC's 13F filing for Q3 2026, filed 14 Oct 2026.