Seamount Financial Group
SDY icon

Seamount Financial Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Seamount Financial 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 		– Sell
-7,845
Closed -$1.19M – 147
2026
Q2 		$1.19M Buy
7,845
+45
+0.6% +$6.7K 0.48% 47
2026
Q1 		$1.14M Buy
7,800
+91
+1% +$13.6K 0.51% 46
2025
Q4 		$1.07M Sell
7,709
-528
-6% -$73.5K 0.49% 46
2025
Q3 		$1.15M Sell
8,237
-600
-7% -$83.7K 0.54% 44
2025
Q2 		$1.2M Buy
8,837
+940
+12% +$125K 0.62% 41
2025
Q1 		$1.07M Sell
7,897
-50
-0.6% -$6.72K 0.73% 37
2024
Q4 		$1.05M Buy
7,947
+590
+8% +$82.4K 0.73% 35
2024
Q3 		$1.04M Buy
7,357
+308
+4% +$41.7K 0.79% 32
2024
Q2 		$896K Buy
7,049
+179
+3% +$23.1K 0.73% 34
2024
Q1 		$902K Buy
6,870
+200
+3% +$25.1K 0.79% 33
2023
Q4 		$834K Buy
+6,670
New +$783K 0.8% 33

Other funds holding SDY

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Marino Stram & Associates
Marino Stram & Associates Braintree, Massachusetts $644M AUM 16.65% 1-Year Est. Return
Wolff Financial Management
Wolff Financial Management Kalamazoo, Michigan $494M AUM 13.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
Regent Peak Wealth Advisors
Regent Peak Wealth Advisors Atlanta, Georgia $577M AUM 20.1% 1-Year Est. Return
Capital Advisors Ltd
Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return

Seamount Financial Group's SDY Position: Q3 2026 in Review

Seamount Financial Group sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2026, closing a stake of 7,845 shares — an estimated $1.19M sold.

Seamount Financial Group first reported a position in SDY in Q4 2023 and held it in 11 quarters. The position peaked at $1.2M in Q2 2025. 574 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

  • Seamount Financial Group reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2026 after selling out during the quarter.
  • Seamount Financial Group sold 7,845 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $1.19M.
  • Seamount Financial Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and held it in 11 quarters.
  • Seamount Financial Group's State Street SPDR S&P Dividend ETF position peaked at $1.2M in Q2 2025.
  • 574 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

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