CX Institutional’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
Q2 | $11.3M | Buy |
74,031
+2,151
| +3% | +$320K | 0.33% | 69 |
|
|
2026
Q1 | $10.5M | Sell |
71,880
-913
| -1% | -$136K | 0.32% | 66 |
|
|
2025
Q4 | $10.1M | Sell |
72,793
-746
| -1% | -$104K | 0.3% | 77 |
|
|
2025
Q3 | $10.3M | Buy |
73,539
+4,009
| +6% | +$559K | 0.31% | 69 |
|
|
2025
Q2 | $9.44M | Buy |
69,530
+2,411
| +4% | +$320K | 0.33% | 59 |
|
|
2025
Q1 | $9.11M | Sell |
67,119
-4,432
| -6% | -$596K | 0.34% | 67 |
|
|
2024
Q4 | $9.45M | Buy |
71,551
+4,697
| +7% | +$656K | 0.38% | 58 |
|
|
2024
Q3 | $9.5M | Buy |
66,854
+2,580
| +4% | +$349K | 0.42% | 68 |
|
|
2024
Q2 | $8.17M | Sell |
64,274
-1,698
| -3% | -$219K | 0.38% | 68 |
|
|
2024
Q1 | $8.66M | Sell |
65,972
-1,233
| -2% | -$155K | 0.42% | 62 |
|
|
2023
Q4 | $8.4M | Sell |
67,205
-2,092
| -3% | -$246K | 0.45% | 64 |
|
|
2023
Q3 | $7.97M | Sell |
69,297
-7,997
| -10% | -$976K | 0.44% | 65 |
|
|
2023
Q2 | $9.47M | Sell |
77,294
-5,215
| -6% | -$637K | 0.49% | 54 |
|
|
2023
Q1 | $10.2M | Sell |
82,509
-15,576
| -16% | -$1.96M | 0.54% | 44 |
|
|
2022
Q4 | $12.3M | Sell |
98,085
-17,046
| -15% | -$2.11M | 0.75% | 28 |
|
|
2022
Q3 | $12.8M | Buy |
115,131
+10,364
| +10% | +$1.28M | 0.89% | 23 |
|
|
2022
Q2 | $12.4M | Sell |
104,767
-17,764
| -14% | -$2.21M | 0.94% | 21 |
|
|
2022
Q1 | $15.7M | Buy |
122,531
+17,893
| +17% | +$2.26M | 1.26% | 19 |
|
|
2021
Q4 | $13.5M | Buy |
104,638
+6,683
| +7% | +$832K | 1.07% | 17 |
|
|
2021
Q3 | $11.5M | Buy |
97,955
+4,676
| +5% | +$573K | 0.94% | 21 |
|
|
2021
Q2 | $11.4M | Sell |
93,279
-14,824
| -14% | -$1.83M | 0.94% | 25 |
|
|
2021
Q1 | $12.8M | Sell |
108,103
-44,658
| -29% | -$5.01M | 1.14% | 16 |
|
|
2020
Q4 | $16.2M | Sell |
152,761
-15,298
| -9% | -$1.55M | 1.56% | 7 |
|
|
2020
Q3 | $15.5M | Buy |
168,059
+166,163
| +8,764% | +$15.7M | 1.68% | 9 |
|
|
2020
Q2 | $173K | Sell |
1,896
-508
| -21% | -$44.6K | 0.02% | 245 |
|
|
2020
Q1 | $192K | Sell |
2,404
-192,985
| -99% | -$19M | 0.03% | 233 |
|
|
2019
Q4 | $21M | Buy |
195,389
+23,288
| +14% | +$2.44M | 3.67% | 3 |
|
|
2019
Q3 | $17.7M | Buy |
172,101
+4,291
| +3% | +$433K | 2.85% | 4 |
|
|
2019
Q2 | $16.9M | Buy |
167,810
+55,316
| +49% | +$5.53M | 2.69% | 5 |
|
|
2019
Q1 | $11.2M | Sell |
112,494
-29,269
| -21% | -$2.81M | 1.97% | 9 |
|
|
2018
Q4 | $12.7M | Buy |
141,763
+62,528
| +79% | +$5.9M | 2.68% | 5 |
|
|
2018
Q3 | $7.76M | Buy |
79,235
+890
| +1% | +$86.3K | 2.56% | 4 |
|
|
2018
Q2 | $7.26M | Buy |
+78,345
| New | +$7.21M | 2.68% | 4 |
|
Other funds holding SDY
JIC
CX Institutional's SDY Position: Q2 2026 in Review
CX Institutional increased its State Street SPDR S&P Dividend ETF (SDY) stake by 3% in Q2 2026, buying an estimated $320K and bringing the position to 74,031 shares worth $11.3M. The position accounts for 0.33% of the portfolio, ranked #69.
CX Institutional first reported a position in SDY in Q2 2018 and has held it in 33 quarters since. The position peaked at $21M in Q4 2019. 1,234 funds tracked by Wall St. Rank hold SDY as of Q2 2026.
- CX Institutional held 74,031 shares of State Street SPDR S&P Dividend ETF worth $11.3M as of Q2 2026.
- CX Institutional bought 2,151 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $320K.
- State Street SPDR S&P Dividend ETF made up 0.33% of CX Institutional's portfolio in Q2 2026, its #69 holding.
- CX Institutional first reported a position in State Street SPDR S&P Dividend ETF in Q2 2018 and has held it in 33 quarters since.
- CX Institutional's State Street SPDR S&P Dividend ETF position peaked at $21M in Q4 2019.
- 1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.
Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.