Values Added Financial’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Values Added Financial’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	$476K	Hold	3,252	–	–	0.17%	82
2026 Q2	$495K	Hold	3,252	–	–	0.18%	82
2026 Q1	$475K	Hold	3,252	–	–	0.2%	75
2025 Q4	$453K	Hold	3,252	–	–	0.19%	76
2025 Q3	$455K	Hold	3,252	–	–	0.2%	75
2025 Q2	$441K	Sell	3,252 -60	-2%	-$7.96K	0.21%	78
2025 Q1	$449K	Hold	3,312	–	–	0.25%	71
2024 Q4	$438K	Buy	+3,312	New	+$463K	0.25%	71

Other funds holding SDY

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Marino Stram & Associates Braintree, Massachusetts $644M AUM 16.65% 1-Year Est. Return

Wolff Financial Management Kalamazoo, Michigan $494M AUM 13.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Regent Peak Wealth Advisors Atlanta, Georgia $577M AUM 20.1% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return

Values Added Financial's SDY Position: Q3 2026 in Review

Values Added Financial held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q3 2026 at 3,252 shares worth $476K. The position accounts for 0.17% of the portfolio, ranked #82.

Values Added Financial first reported a position in SDY in Q4 2024 and has held it in 8 quarters since. The position peaked at $495K in Q2 2026. 574 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

Values Added Financial held 3,252 shares of State Street SPDR S&P Dividend ETF worth $476K as of Q3 2026.
Values Added Financial left its State Street SPDR S&P Dividend ETF share count unchanged in Q3 2026.
State Street SPDR S&P Dividend ETF made up 0.17% of Values Added Financial's portfolio in Q3 2026, its #82 holding.
Values Added Financial first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 8 quarters since.
Values Added Financial's State Street SPDR S&P Dividend ETF position peaked at $495K in Q2 2026.
574 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.