Cascade Investment Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Cascade Investment Group’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	$306K	Hold	2,013	–	–	0.17%	120
2026 Q1	$294K	Sell	2,013 -30	-1%	-$4.47K	0.19%	117
2025 Q4	$284K	Hold	2,043	–	–	0.19%	111
2025 Q3	$286K	Hold	2,043	–	–	0.19%	111
2025 Q2	$277K	Sell	2,043 -50	-2%	-$6.63K	0.19%	109
2025 Q1	$284K	Sell	2,093 -50	-2%	-$6.72K	0.22%	104
2024 Q4	$283K	Hold	2,143	–	–	0.2%	112
2024 Q3	$304K	Sell	2,143 -176	-8%	-$23.8K	0.22%	99
2024 Q2	$295K	Sell	2,319 -150	-6%	-$19.3K	0.23%	97
2024 Q1	$324K	Sell	2,469 -99	-4%	-$12.4K	0.24%	95
2023 Q4	$321K	Sell	2,568 -110	-4%	-$12.9K	0.26%	88
2023 Q3	$308K	Buy	2,678 +60	+2%	+$7.32K	0.29%	80
2023 Q2	$321K	Sell	2,618 -29	-1%	-$3.54K	0.29%	87
2023 Q1	$327K	Hold	2,647	–	–	0.32%	83
2022 Q4	$331K	Buy	+2,647	New	+$327K	0.34%	81

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JIC

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cascade Investment Group's SDY Position: Q2 2026 in Review

Cascade Investment Group held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 2,013 shares worth $306K. The position accounts for 0.17% of the portfolio, ranked #120.

Cascade Investment Group first reported a position in SDY in Q4 2022 and has held it in 15 quarters since. The position peaked at $331K in Q4 2022. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Cascade Investment Group held 2,013 shares of State Street SPDR S&P Dividend ETF worth $306K as of Q2 2026.
Cascade Investment Group left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.17% of Cascade Investment Group's portfolio in Q2 2026, its #120 holding.
Cascade Investment Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 15 quarters since.
Cascade Investment Group's State Street SPDR S&P Dividend ETF position peaked at $331K in Q4 2022.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.