Welch Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Welch Group’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	$441K	Buy	+3,009	New	+$466K	0.02%	210
2022 Q1	–	Sell	-24,369	Closed	-$3.15M	–	224
2021 Q4	$3.15M	Buy	+24,369	New	+$3.03M	0.18%	59
2017 Q3	–	Sell	-1,294	Closed	-$115K	–	147
2017 Q2	$115K	Buy	+1,294	New	+$115K	0.02%	151

Other funds holding SDY

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

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

Welch Group's SDY Position: Q3 2026 in Review

Welch Group opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q3 2026: 3,009 shares worth $441K. The stake represents 0.02% of the portfolio and ranks #210 among its holdings. This is a return to the name: Welch Group previously reported a position in SDY as recently as Q4 2021.

Welch Group first reported a position in SDY in Q2 2017 and has held it in 3 quarters since. The position peaked at $3.15M in Q4 2021. 548 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

Welch Group held 3,009 shares of State Street SPDR S&P Dividend ETF worth $441K as of Q3 2026.
State Street SPDR S&P Dividend ETF was a new Welch Group position in Q3 2026.
State Street SPDR S&P Dividend ETF made up 0.02% of Welch Group's portfolio in Q3 2026, its #210 holding.
Welch Group first reported a position in State Street SPDR S&P Dividend ETF in Q2 2017 and has held it in 3 quarters since.
Welch Group's State Street SPDR S&P Dividend ETF position peaked at $3.15M in Q4 2021.
548 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.