Tower View Wealth Management
SDY icon

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

Tower View 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 		$32.1K Buy
219
+1
+0.5% +$155 0.01% 112
2026
Q2 		$33.2K Buy
218
+2
+0.9% +$298 0.01% 113
2026
Q1 		$31.6K Buy
216
+1
+0.5% +$149 0.02% 108
2025
Q4 		$29.9K Buy
215
+1
+0.5% +$139 0.01% 99
2025
Q3 		$29.9K Buy
214
+2
+0.9% +$279 0.02% 97
2025
Q2 		$28.8K Sell
212
-65
-23% -$8.62K 0.01% 109
2025
Q1 		$37.5K Buy
277
+2
+0.7% +$269 0.02% 86
2024
Q4 		$36.3K Buy
275
+2
+0.7% +$279 0.02% 90
2024
Q3 		$38.8K Buy
273
+66
+32% +$8.93K 0.02% 89
2024
Q2 		$26.3K Buy
207
+2
+1% +$258 0.02% 96
2024
Q1 		$27K Buy
205
+100
+95% +$12.5K 0.02% 98
2023
Q4 		$13K Buy
105
+1
+1% +$117 0.01% 118
2023
Q3 		$12K Buy
104
+1
+1% +$122 0.01% 112
2023
Q2 		$13K Hold
103
– – 0.01% 112
2023
Q1 		$13K Buy
103
+1
+1% +$126 0.01% 110
2022
Q4 		$13K Buy
102
+1
+1% +$124 0.01% 113
2022
Q3 		$11K Hold
101
– – 0.01% 115
2022
Q2 		$12K Buy
101
+1
+1% +$125 0.01% 111
2022
Q1 		$13K Hold
100
– – 0.01% 138
2021
Q4 		$13K Hold
100
– – 0.01% 143
2021
Q3 		$12K Buy
+100
New +$12.2K 0.01% 164

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

Tower View Wealth Management's SDY Position: Q3 2026 in Review

Tower View Wealth Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.46% in Q3 2026, buying an estimated $155 and bringing the position to 219 shares worth $32.1K. The position accounts for 0.01% of the portfolio, ranked #112.

Tower View Wealth Management first reported a position in SDY in Q3 2021 and has held it in 21 quarters since. The position peaked at $38.8K in Q3 2024. 417 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

  • Tower View Wealth Management held 219 shares of State Street SPDR S&P Dividend ETF worth $32.1K as of Q3 2026.
  • Tower View Wealth Management bought 1 State Street SPDR S&P Dividend ETF share in Q3 2026, an estimated $155.
  • State Street SPDR S&P Dividend ETF made up 0.01% of Tower View Wealth Management's portfolio in Q3 2026, its #112 holding.
  • Tower View Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q3 2021 and has held it in 21 quarters since.
  • Tower View Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $38.8K in Q3 2024.
  • 417 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

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