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: Q1 2026 in Review
GLOBALT Investments reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.67% in Q1 2026, selling an estimated $10.1K and leaving 10,035 shares worth $1.46M. The position accounts for 0.05% of the portfolio, ranked #124.
GLOBALT Investments first reported a position in SDY in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.08M in Q4 2023. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.
- GLOBALT Investments held 10,035 shares of State Street SPDR S&P Dividend ETF worth $1.46M as of Q1 2026.
- GLOBALT Investments sold 68 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $10.1K.
- State Street SPDR S&P Dividend ETF made up 0.05% of GLOBALT Investments's portfolio in Q1 2026, its #124 holding.
- GLOBALT Investments first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 10 quarters since.
- GLOBALT Investments's State Street SPDR S&P Dividend ETF position peaked at $2.08M in Q4 2023.
- 1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.
Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.