CC
SDY icon

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
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MSA
Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Climber Capital's SDY Position: Q2 2026 in Review

Climber Capital increased its State Street SPDR S&P Dividend ETF (SDY) stake by 48% in Q2 2026, buying an estimated $1.99M and bringing the position to 41,113 shares worth $6.06M. The position accounts for 3.71% of the portfolio, ranked #6.

Climber Capital first reported a position in SDY in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.3M in Q4 2025. 649 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Climber Capital held 41,113 shares of State Street SPDR S&P Dividend ETF worth $6.06M as of Q2 2026.
  • Climber Capital bought 13,366 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $1.99M.
  • State Street SPDR S&P Dividend ETF made up 3.71% of Climber Capital's portfolio in Q2 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 6 quarters since.
  • Climber Capital's State Street SPDR S&P Dividend ETF position peaked at $6.3M in Q4 2025.
  • 649 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Climber Capital's 13F filing for Q2 2026, filed 22 Jul 2026.