Wealth Advisory Solutions
SDY icon

Wealth Advisory Solutions’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Wealth Advisory Solutions’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 		$644K Sell
4,398
-1
-0% -$155 0.13% 90
2026
Q2 		$669K Buy
4,399
+443
+11% +$66K 0.14% 84
2026
Q1 		$577K Buy
3,956
+687
+21% +$102K 0.13% 87
2025
Q4 		$455K Buy
3,269
+20
+0.6% +$2.78K 0.11% 93
2025
Q3 		$455K Buy
3,249
+665
+26% +$92.8K 0.11% 98
2025
Q2 		$351K Buy
2,584
+78
+3% +$10.3K 0.09% 108
2025
Q1 		$340K Sell
2,506
-25
-1% -$3.36K 0.09% 108
2024
Q4 		$334K Buy
2,531
+24
+1% +$3.35K 0.09% 97
2024
Q3 		$356K Buy
2,507
+42
+2% +$5.68K 0.1% 93
2024
Q2 		$313K Buy
2,465
+31
+1% +$3.99K 0.09% 100
2024
Q1 		$319K Buy
2,434
+55
+2% +$6.9K 0.08% 105
2023
Q4 		$297K Sell
2,379
-2,072
-47% -$243K 0.1% 70
2023
Q3 		$536K Buy
+4,451
New +$543K 0.1% 92
2023
Q2 		– Sell
-1,852
Closed -$229K – 125
2023
Q1 		$229K Buy
1,852
+60
+3% +$7.55K 0.06% 118
2022
Q4 		$224K Buy
+1,792
New +$221K 0.06% 121
2021
Q3 		$519K Buy
4,414
+480
+12% +$58.8K 0.12% 108
2021
Q2 		$481K Buy
+3,934
New +$486K 0.11% 108
2021
Q1 		– Sell
-3,303
Closed -$349K – 189
2020
Q4 		$349K Buy
3,303
+240
+8% +$24.3K 0.09% 113
2020
Q3 		$283K Buy
3,063
+525
+21% +$49.5K 0.08% 150
2020
Q2 		$231K Buy
+2,538
New +$223K 0.06% 160
2020
Q1 		– Sell
-2,765
Closed -$297K – 191
2019
Q4 		$297K Buy
+2,765
New +$290K 0.08% 149

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
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
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Sard Wealth Management Group
Sard Wealth Management Group Atlanta, Georgia $250M AUM 11.07% 1-Year Est. Return

Wealth Advisory Solutions's SDY Position: Q3 2026 in Review

Wealth Advisory Solutions reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.02% in Q3 2026, selling an estimated $155 and leaving 4,398 shares worth $644K. The position accounts for 0.13% of the portfolio, ranked #90.

Wealth Advisory Solutions first reported a position in SDY in Q4 2019 and has held it in 21 quarters since. The position peaked at $669K in Q2 2026. 366 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

  • Wealth Advisory Solutions held 4,398 shares of State Street SPDR S&P Dividend ETF worth $644K as of Q3 2026.
  • Wealth Advisory Solutions sold 1 State Street SPDR S&P Dividend ETF share in Q3 2026, an estimated $155.
  • State Street SPDR S&P Dividend ETF made up 0.13% of Wealth Advisory Solutions's portfolio in Q3 2026, its #90 holding.
  • Wealth Advisory Solutions first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 21 quarters since.
  • Wealth Advisory Solutions's State Street SPDR S&P Dividend ETF position peaked at $669K in Q2 2026.
  • 366 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.