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

Chicago Partners 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 		$4.06M Buy
26,363
+3
+0% +$447 0.08% 217
2026
Q1 		$3.88M Sell
26,360
-59
-0.2% -$8.79K 0.09% 203
2025
Q4 		$3.87M Buy
26,419
+2,282
+9% +$318K 0.1% 187
2025
Q3 		$3.35M Buy
24,137
+766
+3% +$107K 0.09% 197
2025
Q2 		$3.27M Buy
23,371
+122
+0.5% +$16.2K 0.09% 186
2025
Q1 		$3.06M Sell
23,249
-140
-0.6% -$18.8K 0.1% 178
2024
Q4 		$3.06M Sell
23,389
-62
-0.3% -$8.66K 0.1% 168
2024
Q3 		$3.31M Sell
23,451
-494
-2% -$66.8K 0.12% 149
2024
Q2 		$3.22M Buy
23,945
+20,677
+633% +$2.66M 0.12% 148
2024
Q1 		$419K Buy
3,268
+165
+5% +$20.7K 0.02% 497
2023
Q4 		$379K Sell
3,103
-228
-7% -$26.8K 0.02% 488
2023
Q3 		$370K Buy
3,331
+34
+1% +$4.15K 0.02% 471
2023
Q2 		$415K Buy
3,297
+239
+8% +$29.2K 0.02% 461
2023
Q1 		$381K Buy
3,058
+1
+0% +$126 0.02% 452
2022
Q4 		$399K Sell
3,057
-4
-0.1% -$494 0.02% 428
2022
Q3 		$376K Buy
3,061
+89
+3% +$11K 0.03% 404
2022
Q2 		$376K Buy
2,972
+34
+1% +$4.24K 0.03% 391
2022
Q1 		$360K Sell
2,938
-176
-6% -$22.2K 0.03% 384
2021
Q4 		$386K Hold
3,114
– – 0.03% 386
2021
Q3 		$393K Buy
3,114
+68
+2% +$8.33K 0.03% 383
2021
Q2 		$375K Buy
3,046
+464
+18% +$57.3K 0.03% 382
2021
Q1 		$316K Hold
2,582
– – 0.03% 388
2020
Q4 		$280K Buy
+2,582
New +$261K 0.03% 380
2018
Q4 		– Sell
-534
Closed -$49K – 806
2018
Q3 		$49K Buy
534
+345
+183% +$33.4K 0.01% 518
2018
Q2 		$17K Buy
+189
New +$17.4K ﹤0.01% 699
2017
Q4 		– Sell
-520
Closed -$47K – 944
2017
Q3 		$47K Buy
+520
New +$46.6K 0.01% 445
2017
Q2 		– Sell
-179
Closed -$16K – 767
2017
Q1 		$16K Buy
179
+1
+0.6% +$87 ﹤0.01% 422
2016
Q4 		$15K Buy
+178
New +$15K 0.01% 403

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Chicago Partners Investment Group's SDY Position: Q2 2026 in Review

Chicago Partners Investment Group increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.01% in Q2 2026, buying an estimated $447 and bringing the position to 26,363 shares worth $4.06M. The position accounts for 0.08% of the portfolio, ranked #217.

Chicago Partners Investment Group first reported a position in SDY in Q4 2016 and has held it in 28 quarters since. 1,234 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Chicago Partners Investment Group held 26,363 shares of State Street SPDR S&P Dividend ETF worth $4.06M as of Q2 2026.
  • Chicago Partners Investment Group bought 3 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $447.
  • State Street SPDR S&P Dividend ETF made up 0.08% of Chicago Partners Investment Group's portfolio in Q2 2026, its #217 holding.
  • Chicago Partners Investment Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2016 and has held it in 28 quarters since.
  • 1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.