Cambridge Capital Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Cambridge Capital 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 Q2	$771K	Buy	5,067 +31	+0.6%	+$4.62K	0.29%	30
2026 Q1	$735K	Sell	5,036 -82	-2%	-$12.2K	0.32%	30
2025 Q4	$712K	Sell	5,118 -1,622	-24%	-$226K	0.32%	29
2025 Q3	$944K	Sell	6,740 -420	-6%	-$58.6K	0.45%	22
2025 Q2	$972K	Sell	7,160 -923	-11%	-$122K	0.52%	22
2025 Q1	$1.1M	Sell	8,083 -422	-5%	-$56.8K	0.69%	21
2024 Q4	$1.12M	Sell	8,505 -1,797	-17%	-$251K	0.72%	21
2024 Q3	$1.46M	Sell	10,302 -1,561	-13%	-$211K	0.96%	17
2024 Q2	$1.51M	Sell	11,863 -36	-0.3%	-$4.64K	1.12%	17
2024 Q1	$1.56M	Sell	11,899 -354	-3%	-$44.4K	1.22%	16
2023 Q4	$1.53M	Buy	+12,253	New	+$1.44M	1.3%	16

Other funds holding SDY

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Cambridge Capital Management's SDY Position: Q2 2026 in Review

Cambridge Capital Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.62% in Q2 2026, buying an estimated $4.62K and bringing the position to 5,067 shares worth $771K. The position accounts for 0.29% of the portfolio, ranked #30.

Cambridge Capital Management first reported a position in SDY in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.56M in Q1 2024. 649 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Cambridge Capital Management held 5,067 shares of State Street SPDR S&P Dividend ETF worth $771K as of Q2 2026.
Cambridge Capital Management bought 31 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $4.62K.
State Street SPDR S&P Dividend ETF made up 0.29% of Cambridge Capital Management's portfolio in Q2 2026, its #30 holding.
Cambridge Capital Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 11 quarters since.
Cambridge Capital Management's State Street SPDR S&P Dividend ETF position peaked at $1.56M in Q1 2024.
649 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Cambridge Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.