Creekside Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Creekside Partners’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	$504K	Buy	3,313 +187	+6%	+$27.9K	0.18%	111
2026 Q1	$456K	Buy	3,126 +10	+0.3%	+$1.49K	0.19%	109
2025 Q4	$434K	Buy	3,116 +11	+0.4%	+$1.53K	0.18%	113
2025 Q3	$435K	Buy	3,105 +10	+0.3%	+$1.4K	0.19%	112
2025 Q2	$420K	Buy	3,095 +10	+0.3%	+$1.33K	0.2%	109
2025 Q1	$419K	Buy	3,085 +9	+0.3%	+$1.21K	0.22%	100
2024 Q4	$406K	Buy	3,076 +1,012	+49%	+$141K	0.21%	107
2024 Q3	$293K	Buy	+2,064	New	+$279K	0.15%	133

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

Creekside Partners's SDY Position: Q2 2026 in Review

Creekside Partners increased its State Street SPDR S&P Dividend ETF (SDY) stake by 6% in Q2 2026, buying an estimated $27.9K and bringing the position to 3,313 shares worth $504K. The position accounts for 0.18% of the portfolio, ranked #111.

Creekside Partners first reported a position in SDY in Q3 2024 and has held it in 8 quarters since. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Creekside Partners held 3,313 shares of State Street SPDR S&P Dividend ETF worth $504K as of Q2 2026.
Creekside Partners bought 187 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $27.9K.
State Street SPDR S&P Dividend ETF made up 0.18% of Creekside Partners's portfolio in Q2 2026, its #111 holding.
Creekside Partners first reported a position in State Street SPDR S&P Dividend ETF in Q3 2024 and has held it in 8 quarters since.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Creekside Partners's 13F filing for Q2 2026, filed 31 Jul 2026.