James T. Borello RIA’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

James T. Borello RIA’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	$23.6K	Hold	161	–	–	﹤0.01%	382
2026 Q2	$24.5K	Hold	161	–	–	0.01%	364
2026 Q1	$23.5K	Sell	161 -196	-55%	-$29.2K	0.01%	335
2025 Q4	$49.7K	Hold	357	–	–	0.01%	178
2025 Q3	$50K	Hold	357	–	–	0.01%	161
2025 Q2	$48.5K	Hold	357	–	–	0.01%	144
2025 Q1	$48.4K	Hold	357	–	–	0.02%	124
2024 Q4	$47.2K	Hold	357	–	–	0.02%	110
2024 Q3	$50.7K	Buy	+357	New	+$48.3K	0.02%	96

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

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

TigerOak Management Albuquerque, New Mexico $382M AUM 25.14% 1-Year Est. Return

James T. Borello RIA's SDY Position: Q3 2026 in Review

James T. Borello RIA held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q3 2026 at 161 shares worth $23.6K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

James T. Borello RIA first reported a position in SDY in Q3 2024 and has held it in 9 quarters since. The position peaked at $50.7K in Q3 2024. 417 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

James T. Borello RIA held 161 shares of State Street SPDR S&P Dividend ETF worth $23.6K as of Q3 2026.
James T. Borello RIA left its State Street SPDR S&P Dividend ETF share count unchanged in Q3 2026.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #382 holding.
James T. Borello RIA first reported a position in State Street SPDR S&P Dividend ETF in Q3 2024 and has held it in 9 quarters since.
James T. Borello RIA's State Street SPDR S&P Dividend ETF position peaked at $50.7K in Q3 2024.
417 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.