55 North Private Wealth’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$267K Sell
1,755
-31
-2% -$4.62K 0.05% 201
2026
Q1
$261K Buy
1,786
+3
+0.2% +$447 0.07% 160
2025
Q4
$248K Buy
+1,783
New +$248K 0.07% 152

Other funds holding SDY

55 North Private Wealth's SDY Position: Q2 2026 in Review

55 North Private Wealth reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.7% in Q2 2026, selling an estimated $4.62K and leaving 1,755 shares worth $267K. The position accounts for 0.05% of the portfolio, ranked #201.

55 North Private Wealth first reported a position in SDY in Q4 2025 and has held it in 3 quarters since. 1,234 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • 55 North Private Wealth held 1,755 shares of State Street SPDR S&P Dividend ETF worth $267K as of Q2 2026.
  • 55 North Private Wealth sold 31 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $4.62K.
  • State Street SPDR S&P Dividend ETF made up 0.05% of 55 North Private Wealth's portfolio in Q2 2026, its #201 holding.
  • 55 North Private Wealth first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.