Root Financial Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Root Financial 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	$107K	Buy	+731	New	+$113K	﹤0.01%	706
2026 Q2	–	Sell	-1,137	Closed	-$166K	–	2671
2026 Q1	$166K	Buy	1,137 +14	+1%	+$2.09K	0.01%	381
2025 Q4	$156K	Hold	1,123	–	–	0.01%	340
2025 Q3	$157K	Buy	+1,123	New	+$157K	0.01%	325
2025 Q1	–	Sell	-2,061	Closed	-$272K	–	226
2024 Q4	$272K	Buy	+2,061	New	+$288K	0.03%	164

Other funds holding SDY

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Root Financial Partners's SDY Position: Q3 2026 in Review

Root Financial Partners opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q3 2026: 731 shares worth $107K. The stake represents ﹤0.01% of the portfolio and ranks #706 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SDY as recently as Q1 2026.

Root Financial Partners first reported a position in SDY in Q4 2024 and has held it in 5 quarters since. The position peaked at $272K in Q4 2024. 1,119 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

Root Financial Partners held 731 shares of State Street SPDR S&P Dividend ETF worth $107K as of Q3 2026.
State Street SPDR S&P Dividend ETF was a new Root Financial Partners position in Q3 2026.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #706 holding.
Root Financial Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 5 quarters since.
Root Financial Partners's State Street SPDR S&P Dividend ETF position peaked at $272K in Q4 2024.
1,119 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.