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

Americana 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 		$6.75M Sell
44,382
-16,237
-27% -$2.42M 0.15% 115
2026
Q1 		$8.85M Sell
60,619
-28,398
-32% -$4.23M 0.23% 85
2025
Q4 		$12.4M Buy
89,017
+41,746
+88% +$5.81M 0.34% 70
2025
Q3 		$6.62M Buy
47,271
+208
+0.4% +$29K 0.2% 98
2025
Q2 		$6.39M Sell
47,063
-181
-0.4% -$24K 0.22% 95
2025
Q1 		$6.41M Sell
47,244
-3,283
-6% -$442K 0.25% 87
2024
Q4 		$6.67M Buy
50,527
+4,398
+10% +$614K 0.27% 90
2024
Q3 		$6.55M Buy
46,129
+4,137
+10% +$559K 0.45% 60
2024
Q2 		$5.34M Sell
41,992
-7,104
-14% -$915K 0.42% 64
2024
Q1 		$6.44M Sell
49,096
-5,205
-10% -$653K 0.54% 51
2023
Q4 		$6.79M Buy
54,301
+6,407
+13% +$752K 0.65% 38
2023
Q3 		$5.51M Sell
47,894
-28,208
-37% -$3.44M 0.6% 41
2023
Q2 		$9.33M Sell
76,102
-16,673
-18% -$2.04M 1.2% 17
2023
Q1 		$11.5M Sell
92,775
-2,331
-2% -$293K 1.81% 9
2022
Q4 		$11.9M Buy
95,106
+31,899
+50% +$3.94M 2.06% 9
2022
Q3 		$7.05M Buy
63,207
+11,806
+23% +$1.45M 1.26% 15
2022
Q2 		$5.88M Buy
51,401
+3,774
+8% +$471K 1.05% 22
2022
Q1 		$5.98M Buy
47,627
+6,027
+14% +$762K 1.84% 10
2021
Q4 		$5.37M Buy
41,600
+4,571
+12% +$569K 0.98% 24
2021
Q3 		$4.35M Buy
37,029
+3,361
+10% +$412K 1.05% 19
2021
Q2 		$3.79M Buy
33,668
+8,077
+32% +$998K 1.93% 9
2021
Q1 		$3.05M Buy
25,591
+9,029
+55% +$1.01M 1.89% 11
2020
Q4 		$1.75M Buy
16,562
+2,169
+15% +$219K 1.35% 18
2020
Q3 		$1.33M Sell
14,393
-772
-5% -$72.8K 1.21% 18
2020
Q2 		$1.38M Buy
15,165
+3,957
+35% +$348K 1.04% 24
2020
Q1 		$895K Sell
11,208
-78,819
-88% -$7.77M 0.91% 28
2019
Q4 		$9.68M Buy
+90,027
New +$9.45M 5.42% 3

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Americana Partners's SDY Position: Q2 2026 in Review

Americana Partners reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 27% in Q2 2026, selling an estimated $2.42M and leaving 44,382 shares worth $6.75M. The position accounts for 0.15% of the portfolio, ranked #115.

Americana Partners first reported a position in SDY in Q4 2019 and has held it in 27 quarters since. The position peaked at $12.4M in Q4 2025. 1,234 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Americana Partners held 44,382 shares of State Street SPDR S&P Dividend ETF worth $6.75M as of Q2 2026.
  • Americana Partners sold 16,237 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $2.42M.
  • State Street SPDR S&P Dividend ETF made up 0.15% of Americana Partners's portfolio in Q2 2026, its #115 holding.
  • Americana Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 27 quarters since.
  • Americana Partners's State Street SPDR S&P Dividend ETF position peaked at $12.4M in Q4 2025.
  • 1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.