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

Blue Chip 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	–	Sell	-1,381	Closed	-$202K	–	190
2026 Q1	$202K	Buy	+1,381	New	+$206K	0.01%	167
2024 Q4	–	Sell	-1,337	Closed	-$190K	–	198
2024 Q3	$190K	Sell	1,337 -1,336	-50%	-$181K	0.02%	146
2024 Q2	$340K	Buy	2,673 +18	+0.7%	+$2.32K	0.03%	109
2024 Q1	$348K	Buy	2,655 +15	+0.6%	+$1.88K	0.03%	106
2023 Q4	$330K	Buy	2,640 +20	+0.8%	+$2.35K	0.03%	110
2023 Q3	$301K	Buy	2,620 +17	+0.7%	+$2.08K	0.04%	111
2023 Q2	$319K	Buy	2,603 +18	+0.7%	+$2.2K	0.04%	118
2023 Q1	$320K	Buy	2,585 +15	+0.6%	+$1.89K	0.04%	112
2022 Q4	$322K	Buy	2,570 +18	+0.7%	+$2.22K	0.04%	110
2022 Q3	$285K	Buy	2,552 +16	+0.6%	+$1.97K	0.04%	104
2022 Q2	$301K	Buy	2,536 +17	+0.7%	+$2.12K	0.04%	109
2022 Q1	$323K	Buy	2,519 +15	+0.6%	+$1.9K	0.04%	112
2021 Q4	$323K	Buy	2,504 +19	+0.8%	+$2.37K	0.04%	117
2021 Q3	$292K	Buy	2,485 +18	+0.7%	+$2.2K	0.04%	113
2021 Q2	$302K	Buy	2,467 +15	+0.6%	+$1.85K	0.04%	106
2021 Q1	$289K	Buy	2,452 +17	+0.7%	+$1.91K	0.04%	102
2020 Q4	$258K	Buy	2,435 +23	+1%	+$2.33K	0.04%	101
2020 Q3	$223K	Buy	2,412 +18	+0.8%	+$1.7K	0.04%	94
2020 Q2	$218K	Buy	2,394 +18	+0.8%	+$1.58K	0.04%	94
2020 Q1	$190K	Sell	2,376 -676	-22%	-$66.7K	0.05%	96
2019 Q4	$328K	Buy	3,052 +22	+0.7%	+$2.31K	0.06%	108
2019 Q3	$311K	Buy	3,030 +21	+0.7%	+$2.12K	0.07%	101
2019 Q2	$304K	Buy	3,009 +18	+0.6%	+$1.8K	0.07%	100
2019 Q1	$297K	Hold	2,991	–	–	0.07%	103
2018 Q4	$268K	Hold	2,991	–	–	0.07%	116
2018 Q3	$293K	Hold	2,991	–	–	0.07%	100
2018 Q2	$277K	Sell	2,991 -150	-5%	-$13.8K	0.07%	105
2018 Q1	$286K	Buy	3,141 +150	+5%	+$14K	0.08%	113
2017 Q4	$283K	Hold	2,991	–	–	0.08%	103
2017 Q3	$273K	Hold	2,991	–	–	0.09%	102
2017 Q2	$266K	Hold	2,991	–	–	0.09%	102
2017 Q1	$264K	Hold	2,991	–	–	0.1%	102
2016 Q4	$256K	Hold	2,991	–	–	0.1%	106
2016 Q3	$252K	Hold	2,991	–	–	0.11%	98
2016 Q2	$251K	Hold	2,991	–	–	0.11%	96
2016 Q1	$239K	Hold	2,991	–	–	0.12%	94
2015 Q4	$220K	Hold	2,991	–	–	0.11%	95
2015 Q3	$216K	Hold	2,991	–	–	0.14%	97
2015 Q2	$228K	Hold	2,991	–	–	0.15%	92
2015 Q1	$234K	Hold	2,991	–	–	0.16%	91
2014 Q4	$236K	Buy	+2,991	New	+$234K	0.16%	88

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

Blue Chip Partners's SDY Position: Q2 2026 in Review

Blue Chip Partners sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2026, closing a stake of 1,381 shares — an estimated $202K sold.

Blue Chip Partners first reported a position in SDY in Q4 2014 and held it in 41 quarters. The position peaked at $348K in Q1 2024. 1,237 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Blue Chip Partners reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2026 after selling out during the quarter.
Blue Chip Partners sold 1,381 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $202K.
Blue Chip Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2014 and held it in 41 quarters.
Blue Chip Partners's State Street SPDR S&P Dividend ETF position peaked at $348K in Q1 2024.
1,237 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Blue Chip Partners's 13F filing for Q2 2026, filed 14 Aug 2026.