Arcadia Investment Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Arcadia Investment Management’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 Q1	$73.8K	Hold	506	–	–	0.01%	156
2025 Q4	$70.4K	Hold	506	–	–	0.01%	170
2025 Q3	$70.9K	Hold	506	–	–	0.01%	171
2025 Q2	$68.7K	Hold	506	–	–	0.01%	173
2025 Q1	$68.7K	Hold	506	–	–	0.01%	181
2024 Q4	$66.8K	Hold	506	–	–	0.01%	200
2024 Q3	$71.9K	Hold	506	–	–	0.01%	170
2024 Q2	$64.3K	Hold	506	–	–	0.01%	183
2024 Q1	$66.4K	Hold	506	–	–	0.01%	185
2023 Q4	$63.2K	Hold	506	–	–	0.01%	198
2023 Q3	$58.2K	Hold	506	–	–	0.01%	200
2023 Q2	$62K	Hold	506	–	–	0.01%	209
2023 Q1	$62.6K	Buy	506 +53	+12%	+$6.67K	0.01%	208
2022 Q4	$56.7K	Hold	453	–	–	0.01%	213
2022 Q3	$50K	Hold	453	–	–	0.01%	189
2022 Q2	$54K	Hold	453	–	–	0.01%	193
2022 Q1	$58K	Hold	453	–	–	0.01%	197
2021 Q4	$58K	Hold	453	–	–	0.01%	200
2021 Q3	$53K	Hold	453	–	–	0.01%	194
2021 Q2	$55K	Hold	453	–	–	0.01%	196
2021 Q1	$53K	Hold	453	–	–	0.01%	192
2020 Q4	$48K	Hold	453	–	–	0.01%	185
2020 Q3	$42K	Hold	453	–	–	0.01%	205
2020 Q2	$41K	Hold	453	–	–	0.01%	190
2020 Q1	$36K	Hold	453	–	–	0.01%	205
2019 Q4	$49K	Hold	453	–	–	0.01%	196
2019 Q3	$46K	Hold	453	–	–	0.01%	200
2019 Q2	$46K	Hold	453	–	–	0.01%	205
2019 Q1	$45K	Hold	453	–	–	0.01%	202
2018 Q4	$41K	Sell	453 -703	-61%	-$66.3K	0.01%	198
2018 Q3	$113K	Hold	1,156	–	–	0.03%	146
2018 Q2	$107K	Hold	1,156	–	–	0.03%	155
2018 Q1	$105K	Hold	1,156	–	–	0.03%	158
2017 Q4	$109K	Hold	1,156	–	–	0.03%	157
2017 Q3	$106K	Buy	1,156 +453	+64%	+$40.6K	0.03%	156
2017 Q2	$62K	Hold	703	–	–	0.02%	199
2017 Q1	$62K	Hold	703	–	–	0.02%	196
2016 Q4	$60K	Hold	703	–	–	0.02%	195
2016 Q3	$59K	Hold	703	–	–	0.02%	184
2016 Q2	$59K	Hold	703	–	–	0.02%	183
2016 Q1	$56K	Hold	703	–	–	0.02%	163
2015 Q4	$52K	Buy	+703	New	+$53.6K	0.02%	167

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Arcadia Investment Management's SDY Position: Q1 2026 in Review

Arcadia Investment Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 506 shares worth $73.8K. The position accounts for 0.01% of the portfolio, ranked #156.

Arcadia Investment Management first reported a position in SDY in Q4 2015 and has held it in 42 quarters since. The position peaked at $113K in Q3 2018. 1,234 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Arcadia Investment Management held 506 shares of State Street SPDR S&P Dividend ETF worth $73.8K as of Q1 2026.
Arcadia Investment Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
State Street SPDR S&P Dividend ETF made up 0.01% of Arcadia Investment Management's portfolio in Q1 2026, its #156 holding.
Arcadia Investment Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2015 and has held it in 42 quarters since.
Arcadia Investment Management's State Street SPDR S&P Dividend ETF position peaked at $113K in Q3 2018.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.