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Farmers & Merchants Investments Inc’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Farmers & Merchants Investments Inc’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 		$113K Hold
743
– – ﹤0.01% 365
2026
Q1 		$108K Hold
743
– – ﹤0.01% 363
2025
Q4 		$103K Sell
743
-250
-25% -$34.8K ﹤0.01% 358
2025
Q3 		$139K Buy
993
+743
+297% +$104K ﹤0.01% 327
2025
Q2 		$33.9K Sell
250
-1,345
-84% -$178K ﹤0.01% 477
2025
Q1 		$216K Hold
1,595
– – 0.01% 302
2024
Q4 		$211K Hold
1,595
– – 0.01% 306
2024
Q3 		$227K Hold
1,595
– – 0.01% 302
2024
Q2 		$203K Buy
1,595
+1,345
+538% +$173K 0.01% 295
2024
Q1 		$32.8K Buy
+250
New +$31.4K ﹤0.01% 457
2023
Q1 		– Sell
-125
Closed -$15.6K – 1788
2022
Q4 		$15.6K Buy
+125
New +$15.4K ﹤0.01% 575
2018
Q1 		– Sell
-125
Closed -$12K – 856
2017
Q4 		$12K Hold
125
– – ﹤0.01% 504
2017
Q3 		$11K Hold
125
– – ﹤0.01% 509
2017
Q2 		$11K Sell
125
-175
-58% -$15.5K ﹤0.01% 513
2017
Q1 		$26K Hold
300
– – ﹤0.01% 375
2016
Q4 		$26K Hold
300
– – ﹤0.01% 399
2016
Q3 		$25K Hold
300
– – ﹤0.01% 354
2016
Q2 		$25K Hold
300
– – ﹤0.01% 334
2016
Q1 		$24K Sell
300
-76
-20% -$5.63K ﹤0.01% 337
2015
Q4 		$28K Buy
376
+76
+25% +$5.79K ﹤0.01% 337
2015
Q3 		$22K Hold
300
– – ﹤0.01% 363
2015
Q2 		$23K Hold
300
– – ﹤0.01% 371
2015
Q1 		$23K Hold
300
– – ﹤0.01% 379
2014
Q4 		$24K Hold
300
– – ﹤0.01% 369
2014
Q3 		$22K Hold
300
– – ﹤0.01% 378
2014
Q2 		$23K Hold
300
– – ﹤0.01% 376
2014
Q1 		$22K Hold
300
– – ﹤0.01% 383
2013
Q4 		$22K Hold
300
– – ﹤0.01% 388
2013
Q3 		$21K Hold
300
– – ﹤0.01% 379
2013
Q2 		$20K Buy
+300
New +$20.2K ﹤0.01% 386

Other funds holding SDY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Farmers & Merchants Investments Inc's SDY Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 743 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

Farmers & Merchants Investments Inc first reported a position in SDY in Q2 2013 and has held it in 30 quarters since. The position peaked at $227K in Q3 2024. 863 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Farmers & Merchants Investments Inc held 743 shares of State Street SPDR S&P Dividend ETF worth $113K as of Q2 2026.
  • Farmers & Merchants Investments Inc left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P Dividend ETF made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #365 holding.
  • Farmers & Merchants Investments Inc first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and has held it in 30 quarters since.
  • Farmers & Merchants Investments Inc's State Street SPDR S&P Dividend ETF position peaked at $227K in Q3 2024.
  • 863 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.