Alpha Cubed Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $916K | Sell |
6,583
-584
| -8% | -$81.3K | 0.03% | 123 |
|
|
2025
Q3 | $1M | Sell |
7,167
-2,696
| -27% | -$376K | 0.04% | 121 |
|
|
2025
Q2 | $1.34M | Buy |
9,863
+741
| +8% | +$98.3K | 0.05% | 107 |
|
|
2025
Q1 | $1.24M | Sell |
9,122
-409
| -4% | -$55K | 0.06% | 112 |
|
|
2024
Q4 | $1.26M | Sell |
9,531
-2,490
| -21% | -$348K | 0.06% | 103 |
|
|
2024
Q3 | $1.71M | Sell |
12,021
-33,916
| -74% | -$4.59M | 0.08% | 92 |
|
|
2024
Q2 | $5.84M | Sell |
45,937
-1,462
| -3% | -$188K | 0.28% | 62 |
|
|
2024
Q1 | $6.22M | Sell |
47,399
-1,006
| -2% | -$126K | 0.33% | 61 |
|
|
2023
Q4 | $6.05M | Sell |
48,405
-3,224
| -6% | -$378K | 0.34% | 66 |
|
|
2023
Q3 | $5.94M | Sell |
51,629
-2,860
| -5% | -$349K | 0.4% | 60 |
|
|
2023
Q2 | $6.68M | Sell |
54,489
-2,068
| -4% | -$253K | 0.45% | 56 |
|
|
2023
Q1 | $7M | Sell |
56,557
-6,535
| -10% | -$822K | 0.51% | 54 |
|
|
2022
Q4 | $7.89M | Buy |
63,092
+36,040
| +133% | +$4.45M | 0.6% | 50 |
|
|
2022
Q3 | $3.02M | Sell |
27,052
-28
| -0.1% | -$3.45K | 0.24% | 74 |
|
|
2022
Q2 | $3.21M | Sell |
27,080
-3,007
| -10% | -$375K | 0.23% | 72 |
|
|
2022
Q1 | $3.85M | Sell |
30,087
-65,557
| -69% | -$8.29M | 0.25% | 65 |
|
|
2021
Q4 | $12.3M | Buy |
95,644
+47,614
| +99% | +$5.93M | 0.81% | 44 |
|
|
2021
Q3 | $5.65M | Sell |
48,030
-26,494
| -36% | -$3.24M | 0.42% | 58 |
|
|
2021
Q2 | $9.11M | Buy |
74,524
+2,078
| +3% | +$257K | 0.66% | 50 |
|
|
2021
Q1 | $8.55M | Buy |
72,446
+64,572
| +820% | +$7.24M | 0.66% | 48 |
|
|
2020
Q4 | $834K | Buy |
7,874
+2,852
| +57% | +$289K | 0.07% | 119 |
|
|
2020
Q3 | $464K | Sell |
5,022
-1,558
| -24% | -$147K | 0.04% | 142 |
|
|
2020
Q2 | $600K | Sell |
6,580
-20,625
| -76% | -$1.81M | 0.07% | 107 |
|
|
2020
Q1 | $2.17M | Sell |
27,205
-2,901
| -10% | -$286K | 0.26% | 68 |
|
|
2019
Q4 | $3.24M | Buy |
30,106
+618
| +2% | +$64.9K | 0.33% | 60 |
|
|
2019
Q3 | $3.02M | Sell |
29,488
-156,747
| -84% | -$15.8M | 0.35% | 59 |
|
|
2019
Q2 | $18.8M | Sell |
186,235
-120,870
| -39% | -$12.1M | 2.17% | 16 |
|
|
2019
Q1 | $30.5M | Sell |
307,105
-2,418
| -0.8% | -$232K | 3.7% | 2 |
|
|
2018
Q4 | $27.7M | Buy |
309,523
+143,536
| +86% | +$13.5M | 4.15% | 2 |
|
|
2018
Q3 | $15.6M | Sell |
165,987
-6,206
| -4% | -$601K | 1.82% | 19 |
|
|
2018
Q2 | $16M | Sell |
172,193
-7,445
| -4% | -$686K | 2.06% | 20 |
|
|
2018
Q1 | $16.4M | Buy |
179,638
+163,628
| +1,022% | +$15.3M | 2.14% | 15 |
|
|
2017
Q4 | $1.51M | Buy |
16,010
+8
| +0% | +$750 | 0.2% | 72 |
|
|
2017
Q3 | $1.46M | Buy |
16,002
+3,496
| +28% | +$313K | 0.22% | 72 |
|
|
2017
Q2 | $1.11M | Buy |
12,506
+1,323
| +12% | +$117K | 0.19% | 75 |
|
|
2017
Q1 | $986K | Buy |
11,183
+82
| +0.7% | +$7.17K | 0.2% | 70 |
|
|
2016
Q4 | $950K | Buy |
11,101
+115
| +1% | +$9.66K | 0.23% | 75 |
|
|
2016
Q3 | $927K | Buy |
10,986
+217
| +2% | +$18.5K | 0.25% | 65 |
|
|
2016
Q2 | $904K | Sell |
10,769
-882
| -8% | -$71.7K | 0.31% | 55 |
|
|
2016
Q1 | $931K | Sell |
11,651
-8,374
| -42% | -$620K | 0.28% | 64 |
|
|
2015
Q4 | $1.47M | Buy |
20,025
+226
| +1% | +$17.2K | 0.38% | 62 |
|
|
2015
Q3 | $1.54M | Sell |
19,799
-369
| -2% | -$27.8K | 0.4% | 58 |
|
|
2015
Q2 | $1.54M | Buy |
20,168
+805
| +4% | +$63.1K | 0.41% | 68 |
|
|
2015
Q1 | $1.51M | Buy |
+19,363
| New | +$1.52M | 0.47% | 55 |
|
Other funds holding SDY
JIC
Alpha Cubed Investments's SDY Position: Q4 2025 in Review
Alpha Cubed Investments reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 8.1% in Q4 2025, selling an estimated $81.3K and leaving 6,583 shares worth $916K. The position accounts for 0.03% of the portfolio, ranked #123.
Alpha Cubed Investments first reported a position in SDY in Q1 2015 and has held it in 44 quarters since. The position peaked at $30.5M in Q1 2019. 1,234 funds tracked by Wall St. Rank hold SDY as of Q4 2025.
- Alpha Cubed Investments held 6,583 shares of State Street SPDR S&P Dividend ETF worth $916K as of Q4 2025.
- Alpha Cubed Investments sold 584 State Street SPDR S&P Dividend ETF shares in Q4 2025, an estimated $81.3K.
- State Street SPDR S&P Dividend ETF made up 0.03% of Alpha Cubed Investments's portfolio in Q4 2025, its #123 holding.
- Alpha Cubed Investments first reported a position in State Street SPDR S&P Dividend ETF in Q1 2015 and has held it in 44 quarters since.
- Alpha Cubed Investments's State Street SPDR S&P Dividend ETF position peaked at $30.5M in Q1 2019.
- 1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2025.
Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.