Blue Fin Capital’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Blue Fin Capital’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	$1.25M	Sell	8,199 -381	-4%	-$56.8K	0.18%	72
2026 Q1	$1.25M	Sell	8,580 -20	-0.2%	-$2.98K	0.21%	70
2025 Q4	$1.2M	Sell	8,600 -105	-1%	-$14.6K	0.19%	71
2025 Q3	$1.22M	Sell	8,705 -11	-0.1%	-$1.53K	0.19%	72
2025 Q2	$1.18M	Sell	8,716 -132	-1%	-$17.5K	0.2%	70
2025 Q1	$1.2M	Sell	8,848 -120	-1%	-$16.1K	0.23%	71
2024 Q4	$1.18M	Buy	8,968 +7	+0.1%	+$978	0.22%	71
2024 Q3	$1.27M	Sell	8,961 -83	-0.9%	-$11.2K	0.24%	69
2024 Q2	$1.15M	Sell	9,044 -462	-5%	-$59.5K	0.23%	70
2024 Q1	$1.25M	Sell	9,506 -242	-2%	-$30.4K	0.28%	63
2023 Q4	$1.22M	Sell	9,748 -184	-2%	-$21.6K	0.31%	65
2023 Q3	$1.14M	Sell	9,932 -189	-2%	-$23.1K	0.33%	63
2023 Q2	$1.24M	Hold	10,121	–	–	0.35%	60
2023 Q1	$1.23M	Sell	10,121 -325	-3%	-$40.9K	0.4%	57
2022 Q4	$1.31M	Hold	10,446	–	–	0.48%	54
2022 Q3	$1.16M	Hold	10,446	–	–	0.44%	57
2022 Q2	$1.24M	Sell	10,446 -237	-2%	-$29.6K	0.44%	59
2022 Q1	$1.37M	Sell	10,683 -433	-4%	-$54.7K	0.4%	57
2021 Q4	$1.44M	Sell	11,116 -93	-0.8%	-$11.6K	0.4%	57
2021 Q3	$1.32M	Sell	11,209 -79	-0.7%	-$9.68K	0.4%	58
2021 Q2	$1.38M	Sell	11,288 -45	-0.4%	-$5.56K	0.43%	58
2021 Q1	$1.34M	Sell	11,333 -833	-7%	-$93.4K	0.46%	58
2020 Q4	$1.29M	Sell	12,166 -205	-2%	-$20.7K	0.46%	58
2020 Q3	$1.14M	Sell	12,371 -944	-7%	-$89K	0.46%	55
2020 Q2	$1.21M	Sell	13,315 -4,134	-24%	-$363K	0.54%	54
2020 Q1	$1.39M	Buy	17,449 +773	+5%	+$76.2K	0.77%	39
2019 Q4	$1.79M	Sell	16,676 -1,000	-6%	-$105K	0.84%	33
2019 Q3	$1.81M	Sell	17,676 -569	-3%	-$57.4K	0.95%	31
2019 Q2	$1.84M	Sell	18,245 -262	-1%	-$26.2K	0.95%	31
2019 Q1	$1.84M	Sell	18,507 -29	-0.2%	-$2.79K	0.97%	28
2018 Q4	$1.66M	Buy	18,536 +14	+0.1%	+$1.32K	0.99%	26
2018 Q3	$1.81M	Hold	18,522	–	–	0.9%	29
2018 Q2	$1.72M	Sell	18,522 -135	-0.7%	-$12.4K	0.92%	28
2018 Q1	$1.7M	Buy	18,657 +190	+1%	+$17.8K	0.96%	28
2017 Q4	$1.75M	Buy	18,467 +121	+0.7%	+$11.3K	1.02%	23
2017 Q3	$1.68M	Buy	18,346 +230	+1%	+$20.6K	1.03%	26
2017 Q2	$1.61M	Sell	18,116 -741	-4%	-$65.7K	1.04%	28
2017 Q1	$1.66M	Buy	18,857 +235	+1%	+$20.5K	1.02%	30
2016 Q4	$1.59M	Buy	18,622 +1,925	+12%	+$162K	1.05%	29
2016 Q3	$1.41M	Buy	16,697 +100	+0.6%	+$8.53K	1.14%	25
2016 Q2	$1.39M	Sell	16,597 -45	-0.3%	-$3.66K	1.16%	28
2016 Q1	$1.33M	Sell	16,642 -1,729	-9%	-$128K	1.13%	24
2015 Q4	$1.35M	Sell	18,371 -239	-1%	-$18.2K	1.04%	26
2015 Q3	$1.34M	Sell	18,610 -736	-4%	-$55.4K	1.05%	27
2015 Q2	$1.47M	Sell	19,346 -660	-3%	-$51.7K	1.06%	23
2015 Q1	$1.56M	Buy	20,006 +108	+0.5%	+$8.47K	1.13%	23
2014 Q4	$1.57M	Sell	19,898 -201	-1%	-$15.7K	1.18%	21
2014 Q3	$1.51M	Buy	20,099 +41	+0.2%	+$3.11K	1.19%	22
2014 Q2	$1.54M	Buy	20,058 +1,005	+5%	+$75.3K	1.23%	22
2014 Q1	$1.4M	Buy	19,053 +300	+2%	+$21.6K	1.24%	22
2013 Q4	$1.36M	Buy	+18,753	New	+$1.35M	1.21%	22

Other funds holding SDY

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

MSA

Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WFM

Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Blue Fin Capital's SDY Position: Q2 2026 in Review

Blue Fin Capital reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 4.4% in Q2 2026, selling an estimated $56.8K and leaving 8,199 shares worth $1.25M. The position accounts for 0.18% of the portfolio, ranked #72.

Blue Fin Capital first reported a position in SDY in Q4 2013 and has held it in 51 quarters since. The position peaked at $1.84M in Q2 2019. 723 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Blue Fin Capital held 8,199 shares of State Street SPDR S&P Dividend ETF worth $1.25M as of Q2 2026.
Blue Fin Capital sold 381 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $56.8K.
State Street SPDR S&P Dividend ETF made up 0.18% of Blue Fin Capital's portfolio in Q2 2026, its #72 holding.
Blue Fin Capital first reported a position in State Street SPDR S&P Dividend ETF in Q4 2013 and has held it in 51 quarters since.
Blue Fin Capital's State Street SPDR S&P Dividend ETF position peaked at $1.84M in Q2 2019.
723 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Blue Fin Capital's 13F filing for Q2 2026, filed 4 Aug 2026.