Fiduciary Family Office’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
$466K Sell
3,061
-90
-3% -$13.4K 0.12% 119
2026
Q1
$460K Hold
3,151
0.13% 110
2025
Q4
$438K Hold
3,151
0.13% 117
2025
Q3
$441K Hold
3,151
0.13% 128
2025
Q2
$428K Buy
3,151
+122
+4% +$16.2K 0.14% 128
2025
Q1
$411K Buy
+3,029
New +$407K 0.14% 137
2024
Q4
Sell
-3,255
Closed -$462K 222
2024
Q3
$462K Sell
3,255
-1,600
-33% -$216K 0.15% 134
2024
Q2
$617K Sell
4,855
-179
-4% -$23.1K 0.24% 106
2024
Q1
$661K Sell
5,034
-956
-16% -$120K 0.26% 109
2023
Q4
$749K Buy
+5,990
New +$703K 0.33% 71

Other funds holding SDY

Fiduciary Family Office's SDY Position: Q2 2026 in Review

Fiduciary Family Office reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 2.9% in Q2 2026, selling an estimated $13.4K and leaving 3,061 shares worth $466K. The position accounts for 0.12% of the portfolio, ranked #119.

Fiduciary Family Office first reported a position in SDY in Q4 2023 and has held it in 10 quarters since. The position peaked at $749K in Q4 2023. 933 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Fiduciary Family Office held 3,061 shares of State Street SPDR S&P Dividend ETF worth $466K as of Q2 2026.
  • Fiduciary Family Office sold 90 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $13.4K.
  • State Street SPDR S&P Dividend ETF made up 0.12% of Fiduciary Family Office's portfolio in Q2 2026, its #119 holding.
  • Fiduciary Family Office first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 10 quarters since.
  • Fiduciary Family Office's State Street SPDR S&P Dividend ETF position peaked at $749K in Q4 2023.
  • 933 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.