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Toth Financial Advisory’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Toth Financial Advisory’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 		$5.86K Sell
40
-10
-20% -$1.55K ﹤0.01% 648
2026
Q2 		$7.61K Hold
50
– – ﹤0.01% 612
2026
Q1 		$7.3K Sell
50
-19
-28% -$2.83K ﹤0.01% 598
2025
Q4 		$9.6K Sell
69
-50
-42% -$6.96K ﹤0.01% 557
2025
Q3 		$16.7K Hold
119
– – ﹤0.01% 485
2025
Q2 		$16.2K Hold
119
– – ﹤0.01% 443
2025
Q1 		$16.1K Hold
119
– – ﹤0.01% 418
2024
Q4 		$15.7K Hold
119
– – ﹤0.01% 424
2024
Q3 		$16.9K Hold
119
– – ﹤0.01% 407
2024
Q2 		$15.1K Buy
119
+2
+2% +$258 ﹤0.01% 425
2024
Q1 		$15.4K Buy
+117
New +$14.7K ﹤0.01% 413

Other funds holding SDY

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CI
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

Toth Financial Advisory's SDY Position: Q3 2026 in Review

Toth Financial Advisory reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 20% in Q3 2026, selling an estimated $1.55K and leaving 40 shares worth $5.86K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

Toth Financial Advisory first reported a position in SDY in Q1 2024 and has held it in 11 quarters since. The position peaked at $16.9K in Q3 2024. 57 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

  • Toth Financial Advisory held 40 shares of State Street SPDR S&P Dividend ETF worth $5.86K as of Q3 2026.
  • Toth Financial Advisory sold 10 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $1.55K.
  • State Street SPDR S&P Dividend ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #648 holding.
  • Toth Financial Advisory first reported a position in State Street SPDR S&P Dividend ETF in Q1 2024 and has held it in 11 quarters since.
  • Toth Financial Advisory's State Street SPDR S&P Dividend ETF position peaked at $16.9K in Q3 2024.
  • 57 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.