Global Retirement Partners’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 | $2.16M | Buy |
+14,164
| New | +$2.11M | 0.03% | 463 |
|
|
2025
Q4 | $2.11M | Sell |
15,154
-3,491
| -19% | -$486K | 0.04% | 420 |
|
|
2025
Q3 | $2.61M | Sell |
18,645
-15,661
| -46% | -$2.18M | 0.06% | 299 |
|
|
2025
Q2 | $4.66M | Buy |
+34,306
| New | +$4.55M | 0.12% | 167 |
|
|
2024
Q4 | $4.5M | Buy |
34,033
+2,414
| +8% | +$337K | 0.13% | 158 |
|
|
2024
Q3 | $4.49M | Buy |
31,619
+214
| +0.7% | +$28.9K | 0.14% | 150 |
|
|
2024
Q2 | $3.99M | Buy |
31,405
+3,883
| +14% | +$500K | 0.13% | 163 |
|
|
2024
Q1 | $3.61M | Sell |
27,522
-3,794
| -12% | -$476K | 0.13% | 162 |
|
|
2023
Q4 | $3.86M | Buy |
31,316
+1,443
| +5% | +$169K | 0.16% | 134 |
|
|
2023
Q3 | $3.38M | Buy |
29,873
+186
| +0.6% | +$22.7K | 0.17% | 122 |
|
|
2023
Q2 | $3.64M | Buy |
29,687
+575
| +2% | +$70.2K | 0.18% | 122 |
|
|
2023
Q1 | $3.57M | Buy |
29,112
+6,425
| +28% | +$808K | 0.19% | 119 |
|
|
2022
Q4 | $2.84M | Buy |
22,687
+5,211
| +30% | +$644K | 0.2% | 119 |
|
|
2022
Q3 | $2.15M | Buy |
17,476
+538
| +3% | +$66.3K | 0.16% | 138 |
|
|
2022
Q2 | $2.01M | Buy |
16,938
+224
| +1% | +$27.9K | 0.16% | 141 |
|
|
2022
Q1 | $2.07M | Buy |
+16,714
| New | +$2.11M | 0.16% | 137 |
|
|
2021
Q4 | – | Sell |
-14,121
| Closed | -$1.66M | – | 1512 |
|
|
2021
Q3 | $1.66M | Buy |
14,121
+1,063
| +8% | +$130K | 0.16% | 136 |
|
|
2021
Q2 | $1.6M | Buy |
13,058
+608
| +5% | +$75.1K | 0.16% | 132 |
|
|
2021
Q1 | $1.47M | Buy |
12,450
+5,460
| +78% | +$612K | 0.17% | 128 |
|
|
2020
Q4 | $740K | Buy |
6,990
+857
| +14% | +$86.7K | 0.09% | 190 |
|
|
2020
Q3 | $567K | Buy |
6,133
+468
| +8% | +$44.1K | 0.08% | 214 |
|
|
2020
Q2 | $517K | Buy |
5,665
+84
| +2% | +$7.38K | 0.08% | 210 |
|
|
2020
Q1 | $446K | Buy |
5,581
+1,264
| +29% | +$125K | 0.08% | 207 |
|
|
2019
Q4 | $464K | Buy |
4,317
+300
| +7% | +$31.5K | 0.07% | 243 |
|
|
2019
Q3 | $412K | Buy |
4,017
+184
| +5% | +$18.6K | 0.07% | 244 |
|
|
2019
Q2 | $387K | Buy |
3,833
+1,661
| +76% | +$166K | 0.07% | 224 |
|
|
2019
Q1 | $216K | Buy |
2,172
+645
| +42% | +$62K | 0.05% | 290 |
|
|
2018
Q4 | $137K | Sell |
1,527
-702
| -31% | -$66.2K | 0.04% | 338 |
|
|
2018
Q3 | $218K | Buy |
2,229
+872
| +64% | +$84.5K | 0.05% | 284 |
|
|
2018
Q2 | $126K | Hold |
1,357
| – | – | 0.03% | 350 |
|
|
2018
Q1 | $124K | Hold |
1,357
| – | – | 0.03% | 346 |
|
|
2017
Q4 | $128K | Buy |
1,357
+150
| +12% | +$14.1K | 0.04% | 317 |
|
|
2017
Q3 | $110K | Hold |
1,207
| – | – | 0.05% | 304 |
|
|
2017
Q2 | $107K | Buy |
1,207
+134
| +12% | +$11.9K | 0.05% | 294 |
|
|
2017
Q1 | $95K | Hold |
1,073
| – | – | 0.05% | 282 |
|
|
2016
Q4 | $84K | Buy |
+1,073
| New | +$90.1K | 0.06% | 268 |
|
Other funds holding SDY
JIC
Global Retirement Partners's SDY Position: Q2 2026 in Review
Global Retirement Partners opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q2 2026: 14,164 shares worth $2.16M. The stake represents 0.03% of the portfolio and ranks #463 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SDY as recently as Q4 2025.
Global Retirement Partners first reported a position in SDY in Q4 2016 and has held it in 36 quarters since. The position peaked at $4.66M in Q2 2025. 1,240 funds tracked by Wall St. Rank hold SDY as of Q2 2026.
- Global Retirement Partners held 14,164 shares of State Street SPDR S&P Dividend ETF worth $2.16M as of Q2 2026.
- State Street SPDR S&P Dividend ETF was a new Global Retirement Partners position in Q2 2026.
- State Street SPDR S&P Dividend ETF made up 0.03% of Global Retirement Partners's portfolio in Q2 2026, its #463 holding.
- Global Retirement Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2016 and has held it in 36 quarters since.
- Global Retirement Partners's State Street SPDR S&P Dividend ETF position peaked at $4.66M in Q2 2025.
- 1,240 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.
Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.