Three Bearings Fiduciary Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Three Bearings Fiduciary 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 Q2	$770K	Sell	5,060 -140	-3%	-$20.9K	0.69%	33
2026 Q1	$759K	Hold	5,200	–	–	0.73%	30
2025 Q4	$773K	Buy	+5,200	New	+$724K	0.72%	31

Other funds holding SDY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Three Bearings Fiduciary Advisors's SDY Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 2.7% in Q2 2026, selling an estimated $20.9K and leaving 5,060 shares worth $770K. The position accounts for 0.69% of the portfolio, ranked #33.

Three Bearings Fiduciary Advisors first reported a position in SDY in Q4 2025 and has held it in 3 quarters since. The position peaked at $773K in Q4 2025. 863 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Three Bearings Fiduciary Advisors held 5,060 shares of State Street SPDR S&P Dividend ETF worth $770K as of Q2 2026.
Three Bearings Fiduciary Advisors sold 140 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $20.9K.
State Street SPDR S&P Dividend ETF made up 0.69% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #33 holding.
Three Bearings Fiduciary Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and has held it in 3 quarters since.
Three Bearings Fiduciary Advisors's State Street SPDR S&P Dividend ETF position peaked at $773K in Q4 2025.
863 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.