Ellenbecker Investment Group’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 | $2.19M | Buy |
15,028
+32
| +0.2% | +$4.77K | 0.3% | 25 |
|
|
2025
Q4 | $2.09M | Buy |
14,996
+1,078
| +8% | +$150K | 0.29% | 26 |
|
|
2025
Q3 | $1.95M | Buy |
13,918
+60
| +0.4% | +$8.37K | 0.29% | 27 |
|
|
2025
Q2 | $1.88M | Sell |
13,858
-101
| -0.7% | -$13.4K | 0.3% | 28 |
|
|
2025
Q1 | $1.89M | Sell |
13,959
-704
| -5% | -$94.7K | 0.34% | 29 |
|
|
2024
Q4 | $1.94M | Sell |
14,663
-340
| -2% | -$47.5K | 0.35% | 29 |
|
|
2024
Q3 | $2.13M | Sell |
15,003
-930
| -6% | -$126K | 0.4% | 26 |
|
|
2024
Q2 | $2.03M | Sell |
15,933
-116
| -0.7% | -$14.9K | 0.41% | 26 |
|
|
2024
Q1 | $2.11M | Sell |
16,049
-247
| -2% | -$31K | 0.44% | 24 |
|
|
2023
Q4 | $2.04M | Buy |
16,296
+51
| +0.3% | +$5.99K | 0.47% | 25 |
|
|
2023
Q3 | $1.87M | Sell |
16,245
-1,168
| -7% | -$143K | 0.48% | 24 |
|
|
2023
Q2 | $2.13M | Sell |
17,413
-212
| -1% | -$25.9K | 0.54% | 23 |
|
|
2023
Q1 | $2.18M | Sell |
17,625
-569
| -3% | -$71.6K | 0.59% | 21 |
|
|
2022
Q4 | $2.28M | Buy |
18,194
+61
| +0.3% | +$7.53K | 0.67% | 16 |
|
|
2022
Q3 | $2.02M | Sell |
18,133
-1,858
| -9% | -$229K | 0.64% | 19 |
|
|
2022
Q2 | $2.37M | Sell |
19,991
-750
| -4% | -$93.5K | 0.73% | 16 |
|
|
2022
Q1 | $2.66M | Buy |
20,741
+1,113
| +6% | +$141K | 0.75% | 15 |
|
|
2021
Q4 | $2.53M | Sell |
19,628
-243
| -1% | -$30.2K | 0.7% | 15 |
|
|
2021
Q3 | $2.33M | Sell |
19,871
-1,707
| -8% | -$209K | 0.73% | 16 |
|
|
2021
Q2 | $2.64M | Sell |
21,578
-5,206
| -19% | -$643K | 0.87% | 11 |
|
|
2021
Q1 | $3.16M | Sell |
26,784
-4,156
| -13% | -$466K | 1.11% | 11 |
|
|
2020
Q4 | $3.28M | Sell |
30,940
-1,999
| -6% | -$202K | 1.21% | 12 |
|
|
2020
Q3 | $3.04M | Sell |
32,939
-3,777
| -10% | -$356K | 1.29% | 12 |
|
|
2020
Q2 | $3.35M | Buy |
36,716
+605
| +2% | +$53.2K | 1.68% | 11 |
|
|
2020
Q1 | $2.88M | Sell |
36,111
-1,121
| -3% | -$111K | 1.82% | 11 |
|
|
2019
Q4 | $4M | Sell |
37,232
-2,701
| -7% | -$284K | 2.08% | 11 |
|
|
2019
Q3 | $4.1M | Sell |
39,933
-86
| -0.2% | -$8.67K | 2.31% | 11 |
|
|
2019
Q2 | $4.04M | Sell |
40,019
-4,069
| -9% | -$407K | 2.36% | 11 |
|
|
2019
Q1 | $4.38M | Sell |
44,088
-82,233
| -65% | -$7.9M | 2.8% | 10 |
|
|
2018
Q4 | $11.3M | Sell |
126,321
-106
| -0.1% | -$10K | 8.79% | 3 |
|
|
2018
Q3 | $12.4M | Sell |
126,427
-1,839
| -1% | -$178K | 9.14% | 3 |
|
|
2018
Q2 | $11.9M | Buy |
128,266
+1,615
| +1% | +$149K | 9.43% | 3 |
|
|
2018
Q1 | $11.6M | Buy |
126,651
+3,135
| +3% | +$293K | 9.56% | 3 |
|
|
2017
Q4 | $11.7M | Buy |
+123,516
| New | +$11.6M | 9.75% | 3 |
|
Other funds holding SDY
JIC
Ellenbecker Investment Group's SDY Position: Q1 2026 in Review
Ellenbecker Investment Group increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.21% in Q1 2026, buying an estimated $4.77K and bringing the position to 15,028 shares worth $2.19M. The position accounts for 0.3% of the portfolio, ranked #25.
Ellenbecker Investment Group first reported a position in SDY in Q4 2017 and has held it in 34 quarters since. The position peaked at $12.4M in Q3 2018. 1,233 funds tracked by Wall St. Rank hold SDY as of Q1 2026.
- Ellenbecker Investment Group held 15,028 shares of State Street SPDR S&P Dividend ETF worth $2.19M as of Q1 2026.
- Ellenbecker Investment Group bought 32 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $4.77K.
- State Street SPDR S&P Dividend ETF made up 0.3% of Ellenbecker Investment Group's portfolio in Q1 2026, its #25 holding.
- Ellenbecker Investment Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and has held it in 34 quarters since.
- Ellenbecker Investment Group's State Street SPDR S&P Dividend ETF position peaked at $12.4M in Q3 2018.
- 1,233 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.
Based on Ellenbecker Investment Group's 13F filing for Q1 2026, filed 23 Apr 2026.