Eldridge Investment Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Eldridge Investment Advisors’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 Q1	$378K	Sell	2,590 -50	-2%	-$7.45K	0.08%	124
2025 Q4	$367K	Hold	2,640	–	–	0.08%	127
2025 Q3	$370K	Sell	2,640 -9,650	-79%	-$1.35M	0.08%	128
2025 Q2	$1.67M	Buy	12,290 +9,790	+392%	+$1.3M	0.35%	57
2025 Q1	$339K	Hold	2,500	–	–	0.08%	130
2024 Q4	$330K	Hold	2,500	–	–	0.08%	128
2024 Q3	$355K	Hold	2,500	–	–	0.08%	126
2024 Q2	$318K	Hold	2,500	–	–	0.08%	125
2024 Q1	$328K	Hold	2,500	–	–	0.08%	125
2023 Q4	$312K	Hold	2,500	–	–	0.08%	122
2023 Q3	$288K	Hold	2,500	–	–	0.1%	118
2023 Q2	$306K	Hold	2,500	–	–	0.1%	113
2023 Q1	$309K	Hold	2,500	–	–	0.11%	111
2022 Q4	$313K	Hold	2,500	–	–	0.11%	106
2022 Q3	$279K	Hold	2,500	–	–	0.11%	105
2022 Q2	$297K	Buy	2,500 +25	+1%	+$3.12K	0.11%	105
2022 Q1	$317K	Hold	2,475	–	–	0.11%	101
2021 Q4	$320K	Hold	2,475	–	–	0.11%	104
2021 Q3	$291K	Hold	2,475	–	–	0.1%	101
2021 Q2	$303K	Buy	2,475 +25	+1%	+$3.09K	0.11%	93
2021 Q1	$289K	Hold	2,450	–	–	0.11%	94
2020 Q4	$260K	Hold	2,450	–	–	0.11%	93
2020 Q3	$226K	Hold	2,450	–	–	0.11%	94
2020 Q2	$223K	Buy	+2,450	New	+$215K	0.11%	92
2020 Q1	–	Sell	-2,450	Closed	-$264K	–	97
2019 Q4	$264K	Hold	2,450	–	–	0.13%	81
2019 Q3	$251K	Hold	2,450	–	–	0.13%	81
2019 Q2	$247K	Hold	2,450	–	–	0.13%	72
2019 Q1	$244K	Hold	2,450	–	–	0.13%	72
2018 Q4	$219K	Hold	2,450	–	–	0.14%	73
2018 Q3	$239K	Hold	2,450	–	–	0.15%	63
2018 Q2	$227K	Hold	2,450	–	–	0.16%	58
2018 Q1	$223K	Hold	2,450	–	–	0.17%	58
2017 Q4	$231K	Buy	+2,450	New	+$230K	0.18%	50

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Eldridge Investment Advisors's SDY Position: Q1 2026 in Review

Eldridge Investment Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.9% in Q1 2026, selling an estimated $7.45K and leaving 2,590 shares worth $378K. The position accounts for 0.08% of the portfolio, ranked #124.

Eldridge Investment Advisors first reported a position in SDY in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.67M in Q2 2025. 1,235 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Eldridge Investment Advisors held 2,590 shares of State Street SPDR S&P Dividend ETF worth $378K as of Q1 2026.
Eldridge Investment Advisors sold 50 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $7.45K.
State Street SPDR S&P Dividend ETF made up 0.08% of Eldridge Investment Advisors's portfolio in Q1 2026, its #124 holding.
Eldridge Investment Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and has held it in 33 quarters since.
Eldridge Investment Advisors's State Street SPDR S&P Dividend ETF position peaked at $1.67M in Q2 2025.
1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.