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YHB Investment Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

YHB Investment Advisors’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 		$445K Sell
3,039
-10
-0.3% -$1.55K 0.03% 229
2026
Q2 		$464K Sell
3,049
-235
-7% -$35K 0.03% 222
2026
Q1 		$479K Sell
3,284
-66
-2% -$9.83K 0.03% 218
2025
Q4 		$466K Sell
3,350
-375
-10% -$52.2K 0.03% 218
2025
Q3 		$522K Sell
3,725
-145
-4% -$20.2K 0.04% 205
2025
Q2 		$525K Sell
3,870
-110
-3% -$14.6K 0.04% 205
2025
Q1 		$540K Buy
3,980
+51
+1% +$6.86K 0.05% 197
2024
Q4 		$519K Sell
3,929
-62
-2% -$8.66K 0.04% 198
2024
Q3 		$567K Sell
3,991
-258
-6% -$34.9K 0.05% 193
2024
Q2 		$540K Buy
4,249
+239
+6% +$30.8K 0.05% 189
2024
Q1 		$526K Sell
4,010
-1,242
-24% -$156K 0.05% 188
2023
Q4 		$656K Sell
5,252
-1,310
-20% -$154K 0.06% 165
2023
Q3 		$755K Sell
6,562
-331
-5% -$40.4K 0.07% 154
2023
Q2 		$845K Buy
6,893
+183
+3% +$22.4K 0.08% 152
2023
Q1 		$830K Buy
6,710
+576
+9% +$72.5K 0.08% 152
2022
Q4 		$767K Buy
6,134
+303
+5% +$37.4K 0.08% 157
2022
Q3 		$650K Buy
5,831
+102
+2% +$12.6K 0.07% 169
2022
Q2 		$680K Buy
5,729
+209
+4% +$26.1K 0.07% 168
2022
Q1 		$707K Buy
5,520
+1,038
+23% +$131K 0.06% 175
2021
Q4 		$579K Buy
4,482
+796
+22% +$99.1K 0.05% 201
2021
Q3 		$433K Sell
3,686
-214
-5% -$26.2K 0.04% 205
2021
Q2 		$477K Buy
3,900
+524
+16% +$64.8K 0.04% 204
2021
Q1 		$410K Buy
3,376
+265
+9% +$29.7K 0.04% 210
2020
Q4 		$330K Buy
3,111
+519
+20% +$52.5K 0.03% 222
2020
Q3 		$240K Buy
+2,592
New +$244K 0.03% 234

Other funds holding SDY

GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

YHB Investment Advisors's SDY Position: Q3 2026 in Review

YHB Investment Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.33% in Q3 2026, selling an estimated $1.55K and leaving 3,039 shares worth $445K. The position accounts for 0.03% of the portfolio, ranked #229.

YHB Investment Advisors first reported a position in SDY in Q3 2020 and has held it in 25 quarters since. The position peaked at $845K in Q2 2023. 63 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

  • YHB Investment Advisors held 3,039 shares of State Street SPDR S&P Dividend ETF worth $445K as of Q3 2026.
  • YHB Investment Advisors sold 10 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $1.55K.
  • State Street SPDR S&P Dividend ETF made up 0.03% of YHB Investment Advisors's portfolio in Q3 2026, its #229 holding.
  • YHB Investment Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q3 2020 and has held it in 25 quarters since.
  • YHB Investment Advisors's State Street SPDR S&P Dividend ETF position peaked at $845K in Q2 2023.
  • 63 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.