PW Nova Financial Services
SDY icon

PW Nova Financial Services’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

PW Nova Financial Services’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 		$329K Sell
2,248
-825
-27% -$128K 0.07% 163
2026
Q2 		$468K Sell
3,073
-35
-1% -$5.21K 0.1% 142
2026
Q1 		$454K Sell
3,108
-16
-0.5% -$2.38K 0.11% 134
2025
Q4 		$438K Buy
+3,124
New +$435K 0.17% 82

Other funds holding SDY

Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Joel Isaacson & Co
Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

PW Nova Financial Services's SDY Position: Q3 2026 in Review

PW Nova Financial Services reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 27% in Q3 2026, selling an estimated $128K and leaving 2,248 shares worth $329K. The position accounts for 0.07% of the portfolio, ranked #163.

PW Nova Financial Services first reported a position in SDY in Q4 2025 and has held it in 4 quarters since. The position peaked at $468K in Q2 2026. 1,077 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

  • PW Nova Financial Services held 2,248 shares of State Street SPDR S&P Dividend ETF worth $329K as of Q3 2026.
  • PW Nova Financial Services sold 825 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $128K.
  • State Street SPDR S&P Dividend ETF made up 0.07% of PW Nova Financial Services's portfolio in Q3 2026, its #163 holding.
  • PW Nova Financial Services first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and has held it in 4 quarters since.
  • PW Nova Financial Services's State Street SPDR S&P Dividend ETF position peaked at $468K in Q2 2026.
  • 1,077 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on PW Nova Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.