Cary Street Partners Investment Advisory’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
$7.61K Sell
50
-20
-29% -$2.98K ﹤0.01% 698
2026
Q1
$10.2K Hold
70
﹤0.01% 632
2025
Q4
$9.74K Hold
70
﹤0.01% 616
2025
Q3
$9.8K Sell
70
-14
-17% -$1.95K ﹤0.01% 538
2025
Q2
$11.4K Hold
84
0.01% 511
2025
Q1
$11.4K Hold
84
0.01% 476
2024
Q4
$11.1K Sell
84
-10,785
-99% -$1.51M 0.01% 439
2024
Q3
$1.54M Sell
10,869
-3,793
-26% -$513K 0.06% 303
2024
Q2
$1.86M Buy
14,662
+3,744
+34% +$482K 0.08% 261
2024
Q1
$1.43M Sell
10,918
-161
-1% -$20.2K 0.06% 292
2023
Q4
$1.38M Sell
11,079
-460
-4% -$54K 0.07% 279
2023
Q3
$1.33M Buy
11,539
+296
+3% +$36.1K 0.07% 267
2023
Q2
$1.38M Buy
11,243
+22
+0.2% +$2.69K 0.09% 226
2023
Q1
$1.39M Sell
11,221
-214
-2% -$26.9K 0.1% 202
2022
Q4
$1.43M Buy
11,435
+1,035
+10% +$128K 0.11% 200
2022
Q3
$1.16M Buy
10,400
+4,012
+63% +$494K 0.1% 204
2022
Q2
$758K Buy
6,388
+1,806
+39% +$225K 0.06% 244
2022
Q1
$587K Buy
+4,582
New +$579K 0.16% 138
2021
Q1
Sell
-2,179
Closed -$231K 402
2020
Q4
$231K Sell
2,179
-252
-10% -$25.5K 0.04% 302
2020
Q3
$225K Buy
+2,431
New +$229K 0.05% 243

Other funds holding SDY

Cary Street Partners Investment Advisory's SDY Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 29% in Q2 2026, selling an estimated $2.98K and leaving 50 shares worth $7.61K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

Cary Street Partners Investment Advisory first reported a position in SDY in Q3 2020 and has held it in 20 quarters since. The position peaked at $1.86M in Q2 2024. 979 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Cary Street Partners Investment Advisory held 50 shares of State Street SPDR S&P Dividend ETF worth $7.61K as of Q2 2026.
  • Cary Street Partners Investment Advisory sold 20 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $2.98K.
  • State Street SPDR S&P Dividend ETF made up ﹤0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #698 holding.
  • Cary Street Partners Investment Advisory first reported a position in State Street SPDR S&P Dividend ETF in Q3 2020 and has held it in 20 quarters since.
  • Cary Street Partners Investment Advisory's State Street SPDR S&P Dividend ETF position peaked at $1.86M in Q2 2024.
  • 979 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.