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

Climber Capital’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 Q3	$5.57M	Buy	41,276 +163	+0.4%	+$25.2K	3.41%	6
2026 Q2	$6.06M	Buy	41,113 +13,366	+48%	+$1.99M	3.71%	6
2026 Q1	$3.87M	Sell	27,747 -18,790	-40%	-$2.8M	2.54%	14
2025 Q4	$6.3M	Buy	+46,537	New	+$6.48M	4.11%	5
2025 Q2	$6.12M	Hold	46,537	–	–	3.92%	5
2025 Q1	$5.19M	Buy	46,537 +7,760	+20%	+$1.04M	4.08%	5
2024 Q4	$4.96M	Buy	+38,777	New	+$5.42M	4.08%	6

Other funds holding SDY

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Marino Stram & Associates Braintree, Massachusetts $644M AUM 16.65% 1-Year Est. Return

Wolff Financial Management Kalamazoo, Michigan $494M AUM 13.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Regent Peak Wealth Advisors Atlanta, Georgia $577M AUM 20.1% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return

Climber Capital's SDY Position: Q3 2026 in Review

Climber Capital increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.4% in Q3 2026, buying an estimated $25.2K and bringing the position to 41,276 shares worth $5.57M. The position accounts for 3.41% of the portfolio, ranked #6.

Climber Capital first reported a position in SDY in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.3M in Q4 2025. 574 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

Climber Capital held 41,276 shares of State Street SPDR S&P Dividend ETF worth $5.57M as of Q3 2026.
Climber Capital bought 163 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $25.2K.
State Street SPDR S&P Dividend ETF made up 3.41% of Climber Capital's portfolio in Q3 2026, its #6 holding.
Climber Capital first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Climber Capital's State Street SPDR S&P Dividend ETF position peaked at $6.3M in Q4 2025.
574 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Climber Capital's 13F filing for Q3 2026, filed 20 Oct 2026.