Cary Street Partners’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
$2.13M Sell
14,015
-716
-5% -$107K 0.05% 348
2026
Q1
$2.15M Buy
14,731
+28
+0.2% +$4.17K 0.05% 315
2025
Q4
$2.05M Buy
14,703
+4,003
+37% +$557K 0.05% 325
2025
Q3
$1.5M Sell
10,700
-167
-2% -$23.3K 0.04% 355
2025
Q2
$1.47M Sell
10,867
-3,281
-23% -$435K 0.04% 357
2025
Q1
$1.92M Sell
14,148
-245
-2% -$33K 0.06% 293
2024
Q4
$1.9M Buy
+14,393
New +$2.01M 0.06% 276

Other funds holding SDY

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

Cary Street Partners reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 4.9% in Q2 2026, selling an estimated $107K and leaving 14,015 shares worth $2.13M. The position accounts for 0.05% of the portfolio, ranked #348.

Cary Street Partners first reported a position in SDY in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.15M in Q1 2026. 1,235 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Cary Street Partners held 14,015 shares of State Street SPDR S&P Dividend ETF worth $2.13M as of Q2 2026.
  • Cary Street Partners sold 716 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $107K.
  • State Street SPDR S&P Dividend ETF made up 0.05% of Cary Street Partners's portfolio in Q2 2026, its #348 holding.
  • Cary Street Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 7 quarters since.
  • Cary Street Partners's State Street SPDR S&P Dividend ETF position peaked at $2.15M in Q1 2026.
  • 1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

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