Bessemer Group’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 | $802K | Sell |
5,268
-1,285
| -20% | -$191K | ﹤0.01% | 1047 |
|
|
2026
Q1 | $956K | Sell |
6,553
-15,894
| -71% | -$2.37M | ﹤0.01% | 958 |
|
|
2025
Q4 | $3.12M | Hold |
22,447
| – | – | ﹤0.01% | 662 |
|
|
2025
Q3 | $3.15M | Sell |
22,447
-11,881
| -35% | -$1.66M | ﹤0.01% | 421 |
|
|
2025
Q2 | $4.66M | Buy |
34,328
+90
| +0.3% | +$11.9K | 0.01% | 363 |
|
|
2025
Q1 | $4.65M | Buy |
34,238
+30,300
| +769% | +$4.08M | 0.01% | 360 |
|
|
2024
Q4 | $520K | Sell |
3,938
-375
| -9% | -$52.4K | ﹤0.01% | 876 |
|
|
2024
Q3 | $612K | Buy |
4,313
+1,248
| +41% | +$169K | ﹤0.01% | 859 |
|
|
2024
Q2 | $390K | Buy |
3,065
+260
| +9% | +$33.5K | ﹤0.01% | 864 |
|
|
2024
Q1 | $368K | Sell |
2,805
-44
| -2% | -$5.52K | ﹤0.01% | 881 |
|
|
2023
Q4 | $355K | Sell |
2,849
-2,986
| -51% | -$351K | ﹤0.01% | 920 |
|
|
2023
Q3 | $671K | Sell |
5,835
-10,725
| -65% | -$1.31M | ﹤0.01% | 722 |
|
|
2023
Q2 | $2.03M | Hold |
16,560
| – | – | ﹤0.01% | 483 |
|
|
2023
Q1 | $2.05M | Hold |
16,560
| – | – | ﹤0.01% | 448 |
|
|
2022
Q4 | $2.07M | Hold |
16,560
| – | – | 0.01% | 443 |
|
|
2022
Q3 | $1.85M | Buy |
16,560
+10,900
| +193% | +$1.34M | ﹤0.01% | 464 |
|
|
2022
Q2 | $673K | Hold |
5,660
| – | – | ﹤0.01% | 642 |
|
|
2022
Q1 | $725K | Sell |
5,660
-449
| -7% | -$56.7K | ﹤0.01% | 546 |
|
|
2021
Q4 | $789K | Buy |
6,109
+429
| +8% | +$53.4K | ﹤0.01% | 513 |
|
|
2021
Q3 | $668K | Buy |
5,680
+20
| +0.4% | +$2.45K | ﹤0.01% | 498 |
|
|
2021
Q2 | $693K | Hold |
5,660
| – | – | ﹤0.01% | 495 |
|
|
2021
Q1 | $669K | Buy |
5,660
+2,530
| +81% | +$284K | ﹤0.01% | 483 |
|
|
2020
Q4 | $331K | Sell |
3,130
-1,802
| -37% | -$182K | ﹤0.01% | 622 |
|
|
2020
Q3 | $455K | Buy |
4,932
+1,845
| +60% | +$174K | ﹤0.01% | 521 |
|
|
2020
Q2 | $282K | Buy |
3,087
+1,530
| +98% | +$134K | ﹤0.01% | 1091 |
|
|
2020
Q1 | $125K | Sell |
1,557
-57
| -4% | -$5.62K | ﹤0.01% | 1083 |
|
|
2019
Q4 | $173K | Hold |
1,614
| – | – | ﹤0.01% | 1100 |
|
|
2019
Q3 | $166K | Hold |
1,614
| – | – | ﹤0.01% | 1092 |
|
|
2019
Q2 | $163K | Hold |
1,614
| – | – | ﹤0.01% | 1118 |
|
|
2019
Q1 | $160K | Hold |
1,614
| – | – | ﹤0.01% | 1029 |
|
|
2018
Q4 | $144K | Hold |
1,614
| – | – | ﹤0.01% | 1067 |
|
|
2018
Q3 | $158K | Hold |
1,614
| – | – | ﹤0.01% | 1036 |
|
|
2018
Q2 | $150K | Sell |
1,614
-294,600
| -99% | -$27.1M | ﹤0.01% | 1029 |
|
|
2018
Q1 | $27M | Sell |
296,214
-20,000
| -6% | -$1.87M | 0.11% | 146 |
|
|
2017
Q4 | $29.9M | Buy |
316,214
+94,720
| +43% | +$8.88M | 0.12% | 138 |
|
|
2017
Q3 | $20.2M | Sell |
221,494
-64,720
| -23% | -$5.8M | 0.08% | 154 |
|
|
2017
Q2 | $25.4M | Sell |
286,214
-135,000
| -32% | -$12M | 0.1% | 137 |
|
|
2017
Q1 | $37.1M | Buy |
421,214
+272,100
| +182% | +$23.8M | 0.15% | 131 |
|
|
2016
Q4 | $12.8M | Buy |
149,114
+147,196
| +7,674% | +$12.4M | 0.06% | 199 |
|
|
2016
Q3 | $162K | Buy |
1,918
+1,725
| +894% | +$147K | ﹤0.01% | 1020 |
|
|
2016
Q2 | $17K | Sell |
193
-3,926
| -95% | -$319K | ﹤0.01% | 1015 |
|
|
2016
Q1 | $329K | Buy |
4,119
+1,218
| +42% | +$90.2K | ﹤0.01% | 618 |
|
|
2015
Q4 | $213K | Sell |
2,901
-901
| -24% | -$68.7K | ﹤0.01% | 728 |
|
|
2015
Q3 | $274K | Buy |
3,802
+3,688
| +3,235% | +$278K | ﹤0.01% | 719 |
|
|
2015
Q2 | $9K | Sell |
114
-278
| -71% | -$21.8K | ﹤0.01% | 1261 |
|
|
2015
Q1 | $31K | Hold |
392
| – | – | ﹤0.01% | 1059 |
|
|
2014
Q4 | $31K | Hold |
392
| – | – | ﹤0.01% | 1034 |
|
|
2014
Q3 | $30K | Hold |
392
| – | – | ﹤0.01% | 963 |
|
|
2014
Q2 | $30K | Buy |
392
+278
| +244% | +$20.8K | ﹤0.01% | 956 |
|
|
2014
Q1 | $8K | Sell |
114
-2,000
| -95% | -$144K | ﹤0.01% | 1108 |
|
|
2013
Q4 | $153K | Buy |
2,114
+1,863
| +742% | +$134K | ﹤0.01% | 686 |
|
|
2013
Q3 | $17K | Hold |
251
| – | – | ﹤0.01% | 975 |
|
|
2013
Q2 | $17K | Buy |
+251
| New | +$16.9K | ﹤0.01% | 954 |
|
Other funds holding SDY
JIC
Bessemer Group's SDY Position: Q2 2026 in Review
Bessemer Group reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 20% in Q2 2026, selling an estimated $191K and leaving 5,268 shares worth $802K. The position accounts for ﹤0.01% of the portfolio, ranked #1047.
Bessemer Group first reported a position in SDY in Q2 2013 and has held it in 53 quarters since. The position peaked at $37.1M in Q1 2017. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.
- Bessemer Group held 5,268 shares of State Street SPDR S&P Dividend ETF worth $802K as of Q2 2026.
- Bessemer Group sold 1,285 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $191K.
- State Street SPDR S&P Dividend ETF made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #1047 holding.
- Bessemer Group first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and has held it in 53 quarters since.
- Bessemer Group's State Street SPDR S&P Dividend ETF position peaked at $37.1M in Q1 2017.
- 1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.
Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.