Strata Wealth Advisors
SDY icon

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

Strata 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 		$234K Hold
1,600
– – 0.06% 94
2026
Q2 		$243K Hold
1,600
– – 0.06% 90
2026
Q1 		$234K Hold
1,600
– – 0.06% 82
2025
Q4 		$223K Sell
1,600
-61
-4% -$8.49K 0.06% 84
2025
Q3 		$233K Buy
+1,661
New +$232K 0.06% 86

Other funds holding SDY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Joel Isaacson & Co
Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
J. Safra Asset Management
J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

Strata Wealth Advisors's SDY Position: Q3 2026 in Review

Strata Wealth Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q3 2026 at 1,600 shares worth $234K. The position accounts for 0.06% of the portfolio, ranked #94.

Strata Wealth Advisors first reported a position in SDY in Q3 2025 and has held it in 5 quarters since. The position peaked at $243K in Q2 2026. 790 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

  • Strata Wealth Advisors held 1,600 shares of State Street SPDR S&P Dividend ETF worth $234K as of Q3 2026.
  • Strata 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 0.06% of Strata Wealth Advisors's portfolio in Q3 2026, its #94 holding.
  • Strata Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q3 2025 and has held it in 5 quarters since.
  • Strata Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $243K in Q2 2026.
  • 790 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Strata Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.