Boston Family Office’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 | $359K | Hold |
2,361
| – | – | 0.02% | 255 |
|
|
2026
Q1 | $345K | Hold |
2,361
| – | – | 0.02% | 257 |
|
|
2025
Q4 | $329K | Hold |
2,361
| – | – | 0.02% | 250 |
|
|
2025
Q3 | $331K | Hold |
2,361
| – | – | 0.02% | 239 |
|
|
2025
Q2 | $320K | Sell |
2,361
-380
| -14% | -$50.4K | 0.02% | 235 |
|
|
2025
Q1 | $372K | Sell |
2,741
-451
| -14% | -$60.7K | 0.03% | 221 |
|
|
2024
Q4 | $422K | Hold |
3,192
| – | – | 0.03% | 213 |
|
|
2024
Q3 | $453K | Hold |
3,192
| – | – | 0.03% | 211 |
|
|
2024
Q2 | $406K | Sell |
3,192
-77
| -2% | -$9.92K | 0.03% | 204 |
|
|
2024
Q1 | $429K | Sell |
3,269
-179
| -5% | -$22.5K | 0.03% | 203 |
|
|
2023
Q4 | $431K | Hold |
3,448
| – | – | 0.03% | 204 |
|
|
2023
Q3 | $397K | Hold |
3,448
| – | – | 0.03% | 203 |
|
|
2023
Q2 | $422K | Hold |
3,448
| – | – | 0.03% | 204 |
|
|
2023
Q1 | $426K | Sell |
3,448
-14
| -0.4% | -$1.76K | 0.03% | 206 |
|
|
2022
Q4 | $433K | Hold |
3,462
| – | – | 0.04% | 207 |
|
|
2022
Q3 | $386K | Hold |
3,462
| – | – | 0.03% | 212 |
|
|
2022
Q2 | $411K | Sell |
3,462
-600
| -15% | -$74.8K | 0.03% | 209 |
|
|
2022
Q1 | $520K | Sell |
4,062
-200
| -5% | -$25.3K | 0.04% | 201 |
|
|
2021
Q4 | $550K | Hold |
4,262
| – | – | 0.04% | 205 |
|
|
2021
Q3 | $501K | Hold |
4,262
| – | – | 0.04% | 204 |
|
|
2021
Q2 | $521K | Hold |
4,262
| – | – | 0.04% | 203 |
|
|
2021
Q1 | $503K | Sell |
4,262
-440
| -9% | -$49.3K | 0.04% | 205 |
|
|
2020
Q4 | $498K | Sell |
4,702
-1,404
| -23% | -$142K | 0.04% | 202 |
|
|
2020
Q3 | $564K | Sell |
6,106
-510
| -8% | -$48.1K | 0.05% | 176 |
|
|
2020
Q2 | $603K | Hold |
6,616
| – | – | 0.06% | 171 |
|
|
2020
Q1 | $528K | Sell |
6,616
-18
| -0.3% | -$1.77K | 0.06% | 166 |
|
|
2019
Q4 | $714K | Sell |
6,634
-234
| -3% | -$24.6K | 0.07% | 163 |
|
|
2019
Q3 | $705K | Sell |
6,868
-417
| -6% | -$42K | 0.07% | 165 |
|
|
2019
Q2 | $735K | Hold |
7,285
| – | – | 0.08% | 165 |
|
|
2019
Q1 | $724K | Hold |
7,285
| – | – | 0.08% | 160 |
|
|
2018
Q4 | $652K | Sell |
7,285
-640
| -8% | -$60.4K | 0.08% | 162 |
|
|
2018
Q3 | $776K | Sell |
7,925
-5
| -0.1% | -$485 | 0.08% | 162 |
|
|
2018
Q2 | $735K | Sell |
7,930
-520
| -6% | -$47.9K | 0.08% | 168 |
|
|
2018
Q1 | $771K | Hold |
8,450
| – | – | 0.09% | 160 |
|
|
2017
Q4 | $798K | Buy |
8,450
+150
| +2% | +$14.1K | 0.09% | 162 |
|
|
2017
Q3 | $758K | Sell |
8,300
-130
| -2% | -$11.6K | 0.09% | 165 |
|
|
2017
Q2 | $749K | Sell |
8,430
-450
| -5% | -$39.9K | 0.09% | 163 |
|
|
2017
Q1 | $783K | Sell |
8,880
-280
| -3% | -$24.5K | 0.1% | 159 |
|
|
2016
Q4 | $784K | Buy |
9,160
+20
| +0.2% | +$1.68K | 0.1% | 160 |
|
|
2016
Q3 | $771K | Buy |
9,140
+5
| +0.1% | +$426 | 0.1% | 163 |
|
|
2016
Q2 | $767K | Sell |
9,135
-515
| -5% | -$41.9K | 0.1% | 159 |
|
|
2016
Q1 | $771K | Sell |
9,650
-200
| -2% | -$14.8K | 0.1% | 161 |
|
|
2015
Q4 | $725K | Sell |
9,850
-168
| -2% | -$12.8K | 0.1% | 157 |
|
|
2015
Q3 | $723K | Hold |
10,018
| – | – | 0.1% | 158 |
|
|
2015
Q2 | $763K | Sell |
10,018
-215
| -2% | -$16.9K | 0.1% | 164 |
|
|
2015
Q1 | $800K | Sell |
10,233
-500
| -5% | -$39.2K | 0.1% | 167 |
|
|
2014
Q4 | $846K | Buy |
10,733
+133
| +1% | +$10.4K | 0.11% | 160 |
|
|
2014
Q3 | $794K | Sell |
10,600
-355
| -3% | -$26.9K | 0.1% | 165 |
|
|
2014
Q2 | $839K | Sell |
10,955
-2,080
| -16% | -$156K | 0.11% | 162 |
|
|
2014
Q1 | $959K | Sell |
13,035
-445
| -3% | -$32K | 0.13% | 153 |
|
|
2013
Q4 | $979K | Buy |
13,480
+3,455
| +34% | +$248K | 0.13% | 149 |
|
|
2013
Q3 | $691K | Sell |
10,025
-580
| -5% | -$40K | 0.1% | 165 |
|
|
2013
Q2 | $703K | Buy |
+10,605
| New | +$714K | 0.11% | 164 |
|
Other funds holding SDY
JIC
Boston Family Office's SDY Position: Q2 2026 in Review
Boston Family Office held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 2,361 shares worth $359K. The position accounts for 0.02% of the portfolio, ranked #255.
Boston Family Office first reported a position in SDY in Q2 2013 and has held it in 53 quarters since. The position peaked at $979K in Q4 2013. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.
- Boston Family Office held 2,361 shares of State Street SPDR S&P Dividend ETF worth $359K as of Q2 2026.
- Boston Family Office left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
- State Street SPDR S&P Dividend ETF made up 0.02% of Boston Family Office's portfolio in Q2 2026, its #255 holding.
- Boston Family Office first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and has held it in 53 quarters since.
- Boston Family Office's State Street SPDR S&P Dividend ETF position peaked at $979K in Q4 2013.
- 1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.
Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.