Creative Planning’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
Q1 | $64.1M | Sell |
439,196
-2,965
| -0.7% | -$442K | 0.04% | 180 |
|
|
2025
Q4 | $61.5M | Sell |
442,161
-23,276
| -5% | -$3.24M | 0.04% | 171 |
|
|
2025
Q3 | $65.2M | Sell |
465,437
-26,751
| -5% | -$3.73M | 0.05% | 152 |
|
|
2025
Q2 | $66.8M | Buy |
492,188
+27,970
| +6% | +$3.71M | 0.06% | 137 |
|
|
2025
Q1 | $63M | Buy |
464,218
+12,445
| +3% | +$1.67M | 0.06% | 132 |
|
|
2024
Q4 | $59.7M | Sell |
451,773
-3,506
| -0.8% | -$490K | 0.06% | 127 |
|
|
2024
Q3 | $64.7M | Sell |
455,279
-6,460
| -1% | -$874K | 0.06% | 116 |
|
|
2024
Q2 | $58.7M | Buy |
461,739
+4,963
| +1% | +$639K | 0.06% | 117 |
|
|
2024
Q1 | $59.9M | Sell |
456,776
-46,033
| -9% | -$5.78M | 0.07% | 115 |
|
|
2023
Q4 | $62.8M | Sell |
502,809
-23,106
| -4% | -$2.71M | 0.12% | 103 |
|
|
2023
Q3 | $60.5M | Buy |
525,915
+66,745
| +15% | +$8.15M | 0.08% | 107 |
|
|
2023
Q2 | $56.3M | Buy |
459,170
+1,085
| +0.2% | +$133K | 0.08% | 106 |
|
|
2023
Q1 | $56.7M | Sell |
458,085
-6,017
| -1% | -$757K | 0.08% | 103 |
|
|
2022
Q4 | $58.1M | Sell |
464,102
-16,047
| -3% | -$1.98M | 0.09% | 104 |
|
|
2022
Q3 | $53.5M | Buy |
480,149
+10,499
| +2% | +$1.29M | 0.09% | 95 |
|
|
2022
Q2 | $55.7M | Sell |
469,650
-1,484
| -0.3% | -$185K | 0.09% | 96 |
|
|
2022
Q1 | $60.4M | Buy |
471,134
+15,974
| +4% | +$2.02M | 0.09% | 92 |
|
|
2021
Q4 | $58.8M | Sell |
455,160
-13,867
| -3% | -$1.73M | 0.09% | 83 |
|
|
2021
Q3 | $55.1M | Sell |
469,027
-3,046
| -0.6% | -$373K | 0.1% | 84 |
|
|
2021
Q2 | $57.7M | Sell |
472,073
-16,450
| -3% | -$2.03M | 0.1% | 81 |
|
|
2021
Q1 | $57.7M | Sell |
488,523
-18,794
| -4% | -$2.11M | 0.12% | 77 |
|
|
2020
Q4 | $53.7M | Sell |
507,317
-9,842
| -2% | -$996K | 0.12% | 74 |
|
|
2020
Q3 | $47.8M | Buy |
517,159
+92,977
| +22% | +$8.77M | 0.12% | 72 |
|
|
2020
Q2 | $38.7M | Buy |
424,182
+123,512
| +41% | +$10.9M | 0.11% | 76 |
|
|
2020
Q1 | $24M | Buy |
300,670
+210,416
| +233% | +$20.8M | 0.09% | 96 |
|
|
2019
Q4 | $9.71M | Sell |
90,254
-3,851
| -4% | -$404K | 0.03% | 192 |
|
|
2019
Q3 | $9.65M | Buy |
94,105
+4,284
| +5% | +$432K | 0.03% | 179 |
|
|
2019
Q2 | $9.06M | Sell |
89,821
-2,264
| -2% | -$226K | 0.03% | 195 |
|
|
2019
Q1 | $9.15M | Buy |
92,085
+2,361
| +3% | +$227K | 0.03% | 174 |
|
|
2018
Q4 | $8.03M | Buy |
89,724
+3,536
| +4% | +$333K | 0.03% | 174 |
|
|
2018
Q3 | $8.44M | Buy |
86,188
+7,231
| +9% | +$701K | 0.03% | 188 |
|
|
2018
Q2 | $7.32M | Sell |
78,957
-12,893
| -14% | -$1.19M | 0.03% | 194 |
|
|
2018
Q1 | $8.38M | Buy |
91,850
+20,544
| +29% | +$1.92M | 0.03% | 166 |
|
|
2017
Q4 | $6.74M | Sell |
71,306
-18,781
| -21% | -$1.76M | 0.03% | 187 |
|
|
2017
Q3 | $8.23M | Sell |
90,087
-2,474
| -3% | -$222K | 0.04% | 158 |
|
|
2017
Q2 | $8.23M | Sell |
92,561
-2,147
| -2% | -$190K | 0.04% | 158 |
|
|
2017
Q1 | $8.35M | Sell |
94,708
-5,357
| -5% | -$468K | 0.05% | 153 |
|
|
2016
Q4 | $8.56M | Sell |
100,065
-16,925
| -14% | -$1.42M | 0.05% | 146 |
|
|
2016
Q3 | $9.87M | Buy |
116,990
+27,631
| +31% | +$2.36M | 0.06% | 117 |
|
|
2016
Q2 | $7.5M | Sell |
89,359
-632
| -0.7% | -$51.4K | 0.05% | 130 |
|
|
2016
Q1 | $7.19M | Buy |
89,991
+14,154
| +19% | +$1.05M | 0.06% | 125 |
|
|
2015
Q4 | $5.58M | Sell |
75,837
-104
| -0.1% | -$7.93K | 0.05% | 152 |
|
|
2015
Q3 | $5.48M | Sell |
75,941
-1,744
| -2% | -$131K | 0.05% | 154 |
|
|
2015
Q2 | $5.92M | Sell |
77,685
-1,017
| -1% | -$79.7K | 0.05% | 134 |
|
|
2015
Q1 | $6.15M | Sell |
78,702
-4,143
| -5% | -$325K | 0.06% | 130 |
|
|
2014
Q4 | $6.53M | Buy |
82,845
+98
| +0.1% | +$7.66K | 0.07% | 122 |
|
|
2014
Q3 | $6.2M | Buy |
82,747
+6,119
| +8% | +$464K | 0.07% | 116 |
|
|
2014
Q2 | $5.87M | Buy |
76,628
+5,036
| +7% | +$377K | 0.08% | 109 |
|
|
2014
Q1 | $5.27M | Buy |
71,592
+2,251
| +3% | +$162K | 0.08% | 103 |
|
|
2013
Q4 | $5.04M | Buy |
69,341
+9,574
| +16% | +$688K | 0.09% | 97 |
|
|
2013
Q3 | $4.12M | Sell |
59,767
-406
| -0.7% | -$28K | 0.08% | 92 |
|
|
2013
Q2 | $3.99M | Buy |
+60,173
| New | +$4.05M | 0.09% | 88 |
|
Other funds holding SDY
JIC
Creative Planning's SDY Position: Q1 2026 in Review
Creative Planning reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.67% in Q1 2026, selling an estimated $442K and leaving 439,196 shares worth $64.1M. The position accounts for 0.04% of the portfolio, ranked #180.
Creative Planning first reported a position in SDY in Q2 2013 and has held it in 52 quarters since. The position peaked at $66.8M in Q2 2025. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.
- Creative Planning held 439,196 shares of State Street SPDR S&P Dividend ETF worth $64.1M as of Q1 2026.
- Creative Planning sold 2,965 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $442K.
- State Street SPDR S&P Dividend ETF made up 0.04% of Creative Planning's portfolio in Q1 2026, its #180 holding.
- Creative Planning first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and has held it in 52 quarters since.
- Creative Planning's State Street SPDR S&P Dividend ETF position peaked at $66.8M in Q2 2025.
- 1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.