Almanack Investment Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Almanack Investment Partners’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 Q2	$1.64M	Buy	+10,789	New	+$1.61M	0.21%	71
2025 Q3	–	Sell	-3,641	Closed	-$494K	–	235
2025 Q2	$494K	Buy	+3,641	New	+$483K	0.08%	120
2022 Q3	–	Sell	-13,859	Closed	-$1.65M	–	909
2022 Q2	$1.65M	Sell	13,859 -910	-6%	-$113K	0.16%	91
2022 Q1	$1.89M	Sell	14,769 -5,253	-26%	-$664K	0.16%	97
2021 Q4	$2.58M	Sell	20,022 -421	-2%	-$52.4K	0.21%	72
2021 Q3	$2.4M	Buy	20,443 +93	+0.5%	+$11.4K	0.21%	78
2021 Q2	$2.49M	Sell	20,350 -717	-3%	-$88.6K	0.24%	71
2021 Q1	$2.49M	Sell	21,067 -5,681	-21%	-$637K	0.25%	71
2020 Q4	$2.83M	Sell	26,748 -115	-0.4%	-$11.6K	0.32%	56
2020 Q3	$2.8M	Buy	+26,863	New	+$2.53M	0.35%	51
2020 Q2	–	Sell	-5,625	Closed	-$449K	–	284
2020 Q1	$449K	Hold	5,625	–	–	0.1%	133
2019 Q4	$605K	Sell	5,625 -487	-8%	-$51.1K	0.12%	90
2019 Q3	$627K	Hold	6,112	–	–	0.12%	97
2019 Q2	$617K	Buy	+6,112	New	+$611K	0.14%	82
2018 Q4	–	Sell	-3,962	Closed	-$386K	–	256
2018 Q3	$386K	Sell	3,962 -1,264	-24%	-$123K	0.1%	105
2018 Q2	$484K	Sell	5,226 -1,029	-16%	-$94.7K	0.22%	40
2018 Q1	$570K	Sell	6,255 -1,195	-16%	-$112K	0.22%	39
2017 Q4	$704K	Buy	+7,450	New	+$698K	0.28%	41

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Almanack Investment Partners's SDY Position: Q2 2026 in Review

Almanack Investment Partners opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q2 2026: 10,789 shares worth $1.64M. The stake represents 0.21% of the portfolio and ranks #71 among its holdings. This is a return to the name: Almanack Investment Partners previously reported a position in SDY as recently as Q2 2025.

Almanack Investment Partners first reported a position in SDY in Q4 2017 and has held it in 18 quarters since. The position peaked at $2.83M in Q4 2020. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Almanack Investment Partners held 10,789 shares of State Street SPDR S&P Dividend ETF worth $1.64M as of Q2 2026.
State Street SPDR S&P Dividend ETF was a new Almanack Investment Partners position in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.21% of Almanack Investment Partners's portfolio in Q2 2026, its #71 holding.
Almanack Investment Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and has held it in 18 quarters since.
Almanack Investment Partners's State Street SPDR S&P Dividend ETF position peaked at $2.83M in Q4 2020.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.