Straight Path Wealth Management
SDY icon

Straight Path Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Straight Path Wealth Management’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 		$273K Sell
1,863
-15
-0.8% -$2.32K 0.06% 115
2026
Q2 		$286K Sell
1,878
-55
-3% -$8.19K 0.07% 107
2026
Q1 		$282K Hold
1,933
– – 0.08% 99
2025
Q4 		$269K Buy
+1,933
New +$269K 0.07% 103

Other funds holding SDY

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
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
TM
TigerOak Management Albuquerque, New Mexico $382M AUM 25.14% 1-Year Est. Return

Straight Path Wealth Management's SDY Position: Q3 2026 in Review

Straight Path Wealth Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.8% in Q3 2026, selling an estimated $2.32K and leaving 1,863 shares worth $273K. The position accounts for 0.06% of the portfolio, ranked #115.

Straight Path Wealth Management first reported a position in SDY in Q4 2025 and has held it in 4 quarters since. The position peaked at $286K in Q2 2026. 417 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

  • Straight Path Wealth Management held 1,863 shares of State Street SPDR S&P Dividend ETF worth $273K as of Q3 2026.
  • Straight Path Wealth Management sold 15 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $2.32K.
  • State Street SPDR S&P Dividend ETF made up 0.06% of Straight Path Wealth Management's portfolio in Q3 2026, its #115 holding.
  • Straight Path Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and has held it in 4 quarters since.
  • Straight Path Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $286K in Q2 2026.
  • 417 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Straight Path Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.