S.E.E.D. Planning Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

S.E.E.D. Planning 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	$394K	Hold	2,687	–	–	0.1%	79
2026 Q2	$409K	Hold	2,687	–	–	0.11%	79
2026 Q1	$392K	Hold	2,687	–	–	0.11%	68
2025 Q4	$374K	Sell	2,687 -123	-4%	-$17.1K	0.11%	62
2025 Q3	$394K	Buy	2,810 +123	+5%	+$17.2K	0.11%	62
2025 Q2	$365K	Hold	2,687	–	–	0.11%	65
2025 Q1	$365K	Hold	2,687	–	–	0.12%	66
2024 Q4	$355K	Hold	2,687	–	–	0.12%	71
2024 Q3	$382K	Hold	2,687	–	–	0.13%	66
2024 Q2	$342K	Hold	2,687	–	–	0.12%	65
2024 Q1	$353K	Hold	2,687	–	–	0.13%	66
2023 Q4	$336K	Hold	2,687	–	–	0.14%	67
2023 Q3	$309K	Hold	2,687	–	–	0.12%	64
2023 Q2	$329K	Hold	2,687	–	–	0.12%	65
2023 Q1	$332K	Hold	2,687	–	–	0.13%	67
2022 Q4	$336K	Buy	+2,687	New	+$332K	0.15%	63

Other funds holding SDY

GLLW

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

CIM

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

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

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

FCM

Fell Capital Management Newport Beach, California $116M AUM 17.16% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

S.E.E.D. Planning Group's SDY Position: Q3 2026 in Review

S.E.E.D. Planning Group held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q3 2026 at 2,687 shares worth $394K. The position accounts for 0.1% of the portfolio, ranked #79.

S.E.E.D. Planning Group first reported a position in SDY in Q4 2022 and has held it in 16 quarters since. The position peaked at $409K in Q2 2026. 78 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

S.E.E.D. Planning Group held 2,687 shares of State Street SPDR S&P Dividend ETF worth $394K as of Q3 2026.
S.E.E.D. Planning Group left its State Street SPDR S&P Dividend ETF share count unchanged in Q3 2026.
State Street SPDR S&P Dividend ETF made up 0.1% of S.E.E.D. Planning Group's portfolio in Q3 2026, its #79 holding.
S.E.E.D. Planning Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 16 quarters since.
S.E.E.D. Planning Group's State Street SPDR S&P Dividend ETF position peaked at $409K in Q2 2026.
78 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q3 2026, filed 7 Oct 2026.