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

Sarver Vrooman 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	$9.39K	Hold	64	–	–	0.01%	119
2026 Q2	$9.87K	Hold	64	–	–	0.01%	117
2026 Q1	$9.32K	Hold	64	–	–	0.01%	116
2025 Q4	$8.87K	Hold	64	–	–	0.01%	115
2025 Q3	$8.91K	Buy	64 +1	+2%	+$139	0.01%	114
2025 Q2	$8.62K	Hold	63	–	–	0.01%	111
2025 Q1	$8.6K	Buy	+63	New	+$8.47K	0.01%	111

Other funds holding SDY

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

JWS

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

CNBT

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

WCM

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's SDY Position: Q3 2026 in Review

Sarver Vrooman Wealth Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q3 2026 at 64 shares worth $9.39K. The position accounts for 0.01% of the portfolio, ranked #119.

Sarver Vrooman Wealth Advisors first reported a position in SDY in Q1 2025 and has held it in 7 quarters since. The position peaked at $9.87K in Q2 2026. 57 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

Sarver Vrooman Wealth Advisors held 64 shares of State Street SPDR S&P Dividend ETF worth $9.39K as of Q3 2026.
Sarver Vrooman 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 0.01% of Sarver Vrooman Wealth Advisors's portfolio in Q3 2026, its #119 holding.
Sarver Vrooman Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q1 2025 and has held it in 7 quarters since.
Sarver Vrooman Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $9.87K in Q2 2026.
57 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.