Destination Wealth Management’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 | $91.9M | Sell |
629,425
-24,323
| -4% | -$3.62M | 2.39% | 5 |
|
|
2025
Q4 | $91M | Sell |
653,748
-44,451
| -6% | -$6.18M | 2.38% | 5 |
|
|
2025
Q3 | $97.8M | Sell |
698,199
-630
| -0.1% | -$87.9K | 2.69% | 4 |
|
|
2025
Q2 | $94.9M | Sell |
698,829
-3,808
| -0.5% | -$505K | 2.78% | 3 |
|
|
2025
Q1 | $95.3M | Buy |
702,637
+6,647
| +1% | +$894K | 3% | 3 |
|
|
2024
Q4 | $91.9M | Sell |
695,990
-4,433
| -0.6% | -$619K | 2.88% | 3 |
|
|
2024
Q3 | $99.5M | Buy |
700,423
+2,366
| +0.3% | +$320K | 3.08% | 3 |
|
|
2024
Q2 | $88.8M | Sell |
698,057
-3,480
| -0.5% | -$448K | 2.93% | 3 |
|
|
2024
Q1 | $92.1M | Buy |
701,537
+11,132
| +2% | +$1.4M | 3.06% | 3 |
|
|
2023
Q4 | $86.3M | Sell |
690,405
-10,698
| -2% | -$1.26M | 2.99% | 4 |
|
|
2023
Q3 | $80.6M | Buy |
701,103
+18,771
| +3% | +$2.29M | 3.14% | 4 |
|
|
2023
Q2 | $83.6M | Sell |
682,332
-778
| -0.1% | -$95K | 3.12% | 4 |
|
|
2023
Q1 | $84.5M | Buy |
683,110
+4,256
| +0.6% | +$535K | 3.2% | 4 |
|
|
2022
Q4 | $84.9M | Sell |
678,854
-46,228
| -6% | -$5.71M | 3.38% | 5 |
|
|
2022
Q3 | $80.8M | Buy |
725,082
+4,910
| +0.7% | +$605K | 3.4% | 4 |
|
|
2022
Q2 | $85.5M | Sell |
720,172
-5,535
| -0.8% | -$690K | 3.45% | 4 |
|
|
2022
Q1 | $93M | Buy |
725,707
+3,452
| +0.5% | +$436K | 3.45% | 3 |
|
|
2021
Q4 | $93.3M | Sell |
722,255
-66,476
| -8% | -$8.27M | 3.3% | 3 |
|
|
2021
Q3 | $92.7M | Buy |
788,731
+6,084
| +0.8% | +$745K | 3.6% | 3 |
|
|
2021
Q2 | $95.7M | Sell |
782,647
-31,199
| -4% | -$3.86M | 3.69% | 3 |
|
|
2021
Q1 | $96.1M | Sell |
813,846
-25,587
| -3% | -$2.87M | 3.97% | 3 |
|
|
2020
Q4 | $88.9M | Sell |
839,433
-6,773
| -0.8% | -$685K | 3.87% | 3 |
|
|
2020
Q3 | $78.2M | Buy |
846,206
+21,035
| +3% | +$1.98M | 3.96% | 3 |
|
|
2020
Q2 | $75.3M | Buy |
825,171
+29,696
| +4% | +$2.61M | 4.07% | 3 |
|
|
2020
Q1 | $63.5M | Buy |
795,475
+25,332
| +3% | +$2.5M | 3.89% | 3 |
|
|
2019
Q4 | $82.8M | Buy |
770,143
+2,358
| +0.3% | +$248K | 4.22% | 3 |
|
|
2019
Q3 | $78.8M | Buy |
767,785
+21,621
| +3% | +$2.18M | 4.27% | 3 |
|
|
2019
Q2 | $75.3M | Buy |
746,164
+16
| +0% | +$1.6K | 4.14% | 3 |
|
|
2019
Q1 | $74.2M | Sell |
746,148
-1,957
| -0.3% | -$188K | 4.17% | 3 |
|
|
2018
Q4 | $67M | Sell |
748,105
-5,376
| -0.7% | -$507K | 4.03% | 4 |
|
|
2018
Q3 | $73.8M | Sell |
753,481
-21,344
| -3% | -$2.07M | 4.11% | 3 |
|
|
2018
Q2 | $71.8M | Buy |
774,825
+16,981
| +2% | +$1.56M | 4.31% | 3 |
|
|
2018
Q1 | $69.1M | Buy |
757,844
+23,139
| +3% | +$2.16M | 4.2% | 3 |
|
|
2017
Q4 | $69.4M | Buy |
734,705
+9,754
| +1% | +$914K | 4.22% | 3 |
|
|
2017
Q3 | $66.2M | Buy |
724,951
+14,883
| +2% | +$1.33M | 4.23% | 3 |
|
|
2017
Q2 | $63.1M | Buy |
710,068
+23,190
| +3% | +$2.06M | 4.21% | 3 |
|
|
2017
Q1 | $60.5M | Buy |
686,878
+53,096
| +8% | +$4.64M | 4.17% | 3 |
|
|
2016
Q4 | $54.2M | Sell |
633,782
-4,309
| -0.7% | -$362K | 3.98% | 3 |
|
|
2016
Q3 | $53.8M | Buy |
638,091
+2,486
| +0.4% | +$212K | 4.16% | 3 |
|
|
2016
Q2 | $53.3M | Buy |
635,605
+163,561
| +35% | +$13.3M | 4.39% | 3 |
|
|
2016
Q1 | $34.7M | Hold |
472,044
| – | – | 3.33% | 7 |
|
|
2015
Q4 | $34.7M | Buy |
472,044
+305
| +0.1% | +$23.2K | 3.33% | 7 |
|
|
2015
Q3 | $34M | Sell |
471,739
-101,131
| -18% | -$7.61M | 3.78% | 5 |
|
|
2015
Q2 | $43.7M | Buy |
572,870
+111,065
| +24% | +$8.7M | 2.89% | 6 |
|
|
2015
Q1 | $36.1M | Sell |
461,805
-12,536
| -3% | -$983K | 3.91% | 5 |
|
|
2014
Q4 | $37.4M | Sell |
474,341
-1,444
| -0.3% | -$113K | 3.78% | 4 |
|
|
2014
Q3 | $35.6M | Sell |
475,785
-9,572
| -2% | -$727K | 3.73% | 5 |
|
|
2014
Q2 | $37.2M | Buy |
485,357
+2,867
| +0.6% | +$215K | 3.84% | 3 |
|
|
2014
Q1 | $35.5M | Buy |
482,490
+482
| +0.1% | +$34.7K | 3.8% | 5 |
|
|
2013
Q4 | $35M | Buy |
482,008
+3,333
| +0.7% | +$240K | 3.67% | 5 |
|
|
2013
Q3 | $33M | Buy |
478,675
+1,831
| +0.4% | +$126K | 3.82% | 4 |
|
|
2013
Q2 | $31.6M | Buy |
+476,844
| New | +$32.1M | 3.87% | 5 |
|
Other funds holding SDY
JIC
Destination Wealth Management's SDY Position: Q1 2026 in Review
Destination Wealth Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 3.7% in Q1 2026, selling an estimated $3.62M and leaving 629,425 shares worth $91.9M. The position accounts for 2.39% of the portfolio, ranked #5.
Destination Wealth Management first reported a position in SDY in Q2 2013 and has held it in 52 quarters since. The position peaked at $99.5M in Q3 2024. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.
- Destination Wealth Management held 629,425 shares of State Street SPDR S&P Dividend ETF worth $91.9M as of Q1 2026.
- Destination Wealth Management sold 24,323 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $3.62M.
- State Street SPDR S&P Dividend ETF made up 2.39% of Destination Wealth Management's portfolio in Q1 2026, its #5 holding.
- Destination Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and has held it in 52 quarters since.
- Destination Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $99.5M in Q3 2024.
- 1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.
Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.