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

River Wealth Advisors’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	$421K	Hold	2,874	–	–	0.05%	152
2026 Q2	$437K	Hold	2,874	–	–	0.05%	169
2026 Q1	$419K	Hold	2,874	–	–	0.05%	162
2025 Q4	$400K	Sell	2,874 -25	-0.9%	-$3.48K	0.04%	162
2025 Q3	$406K	Hold	2,899	–	–	0.05%	163
2025 Q2	$393K	Hold	2,899	–	–	0.05%	168
2025 Q1	$393K	Hold	2,899	–	–	0.05%	160
2024 Q4	$383K	Hold	2,899	–	–	0.05%	169
2024 Q3	$412K	Hold	2,899	–	–	0.05%	159
2024 Q2	$369K	Sell	2,899 -179	-6%	-$23.1K	0.05%	160
2024 Q1	$404K	Hold	3,078	–	–	0.06%	153
2023 Q4	$385K	Sell	3,078 -1	-0%	-$117	0.06%	155
2023 Q3	$354K	Sell	3,079 -636	-17%	-$77.6K	0.06%	159
2023 Q2	$455K	Sell	3,715 -138	-4%	-$16.9K	0.08%	151
2023 Q1	$477K	Sell	3,853 -286	-7%	-$36K	0.09%	148
2022 Q4	$518K	Sell	4,139 -338	-8%	-$41.7K	0.1%	143
2022 Q3	$499K	Sell	4,477 -30	-0.7%	-$3.7K	0.11%	138
2022 Q2	$535K	Hold	4,507	–	–	0.1%	142
2022 Q1	$577K	Sell	4,507 -119	-3%	-$15K	0.09%	142
2021 Q4	$597K	Hold	4,626	–	–	0.09%	144
2021 Q3	$544K	Buy	4,626 +586	+15%	+$71.8K	0.09%	146
2021 Q2	$494K	Buy	4,040 +8	+0.2%	+$989	0.09%	149
2021 Q1	$476K	Hold	4,032	–	–	0.09%	150
2020 Q4	$427K	Hold	4,032	–	–	0.09%	152
2020 Q3	$373K	Hold	4,032	–	–	0.1%	151
2020 Q2	$368K	Buy	4,032 +398	+11%	+$35K	0.11%	137
2020 Q1	$290K	Hold	3,634	–	–	0.12%	134
2019 Q4	$391K	Sell	3,634 -41	-1%	-$4.3K	0.13%	129
2019 Q3	$377K	Hold	3,675	–	–	0.14%	127
2019 Q2	$371K	Buy	+3,675	New	+$367K	0.14%	130
2019 Q1	–	Sell	-1,076	Closed	-$96K	–	423
2018 Q4	$96K	Hold	1,076	–	–	0.04%	192
2018 Q3	$105K	Hold	1,076	–	–	0.04%	204
2018 Q2	$100K	Buy	+1,076	New	+$99.1K	0.04%	200

Other funds holding SDY

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

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

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

River Wealth Advisors's SDY Position: Q3 2026 in Review

River Wealth Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q3 2026 at 2,874 shares worth $421K. The position accounts for 0.05% of the portfolio, ranked #152.

River Wealth Advisors first reported a position in SDY in Q2 2018 and has held it in 33 quarters since. The position peaked at $597K in Q4 2021. 866 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

River Wealth Advisors held 2,874 shares of State Street SPDR S&P Dividend ETF worth $421K as of Q3 2026.
River Wealth Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q3 2026.
State Street SPDR S&P Dividend ETF made up 0.05% of River Wealth Advisors's portfolio in Q3 2026, its #152 holding.
River Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q2 2018 and has held it in 33 quarters since.
River Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $597K in Q4 2021.
866 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on River Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.