GLOBALT Investments’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDY
JIC
GLOBALT Investments's SDY Position: Q2 2026 in Review
GLOBALT Investments reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 5.1% in Q2 2026, selling an estimated $75.5K and leaving 9,528 shares worth $1.45M. The position accounts for 0.05% of the portfolio, ranked #130.
GLOBALT Investments first reported a position in SDY in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.08M in Q4 2023. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.
- GLOBALT Investments held 9,528 shares of State Street SPDR S&P Dividend ETF worth $1.45M as of Q2 2026.
- GLOBALT Investments sold 507 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $75.5K.
- State Street SPDR S&P Dividend ETF made up 0.05% of GLOBALT Investments's portfolio in Q2 2026, its #130 holding.
- GLOBALT Investments first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 11 quarters since.
- GLOBALT Investments's State Street SPDR S&P Dividend ETF position peaked at $2.08M in Q4 2023.
- 1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.
Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.