GM Advisory Group’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
Q1 | $645K | Buy |
4,416
+18
| +0.4% | +$2.68K | 0.02% | 202 |
|
|
2025
Q4 | $612K | Buy |
4,398
+2,921
| +198% | +$406K | 0.02% | 196 |
|
|
2025
Q3 | $207K | Hold |
1,477
| – | – | 0.01% | 293 |
|
|
2025
Q2 | $201K | Sell |
1,477
-48
| -3% | -$6.37K | 0.01% | 279 |
|
|
2025
Q1 | $207K | Buy |
+1,525
| New | +$205K | 0.01% | 254 |
|
|
2024
Q4 | – | Sell |
-1,477
| Closed | -$210K | – | 269 |
|
|
2024
Q3 | $210K | Sell |
1,477
-567
| -28% | -$76.7K | 0.01% | 237 |
|
|
2024
Q2 | $260K | Hold |
2,044
| – | – | 0.02% | 199 |
|
|
2024
Q1 | $268K | Hold |
2,044
| – | – | 0.02% | 192 |
|
|
2023
Q4 | $255K | Buy |
+2,044
| New | +$240K | 0.02% | 178 |
|
|
2021
Q4 | – | Sell |
-2,466
| Closed | -$290K | – | 214 |
|
|
2021
Q3 | $290K | Buy |
2,466
+18
| +0.7% | +$2.2K | 0.03% | 165 |
|
|
2021
Q2 | $299K | Buy |
2,448
+15
| +0.6% | +$1.85K | 0.03% | 160 |
|
|
2021
Q1 | $287K | Buy |
2,433
+17
| +0.7% | +$1.91K | 0.03% | 160 |
|
|
2020
Q4 | $256K | Buy |
2,416
+3
| +0.1% | +$304 | 0.03% | 148 |
|
|
2020
Q3 | $223K | Buy |
2,413
+17
| +0.7% | +$1.6K | 0.03% | 148 |
|
|
2020
Q2 | $218K | Buy |
+2,396
| New | +$211K | 0.04% | 154 |
|
|
2020
Q1 | – | Sell |
-2,983
| Closed | -$321K | – | 138 |
|
|
2019
Q4 | $321K | Buy |
2,983
+17
| +0.6% | +$1.78K | 0.1% | 65 |
|
|
2019
Q3 | $304K | Buy |
2,966
+16
| +0.5% | +$1.61K | 0.09% | 77 |
|
|
2019
Q2 | $298K | Sell |
2,950
-296
| -9% | -$29.6K | 0.09% | 80 |
|
|
2019
Q1 | $323K | Buy |
3,246
+17
| +0.5% | +$1.63K | 0.11% | 76 |
|
|
2018
Q4 | $289K | Buy |
+3,229
| New | +$304K | 0.11% | 79 |
|
|
2018
Q1 | – | Sell |
-2,390
| Closed | -$226K | – | 134 |
|
|
2017
Q4 | $226K | Sell |
2,390
-114
| -5% | -$10.7K | 0.06% | 113 |
|
|
2017
Q3 | $229K | Sell |
2,504
-2,706
| -52% | -$242K | 0.07% | 104 |
|
|
2017
Q2 | $463K | Sell |
5,210
-1,744
| -25% | -$155K | 0.15% | 67 |
|
|
2017
Q1 | $613K | Buy |
6,954
+1,286
| +23% | +$112K | 0.21% | 55 |
|
|
2016
Q4 | $485K | Buy |
+5,668
| New | +$476K | 0.17% | 66 |
|
|
2014
Q3 | – | Sell |
-21,982
| Closed | -$1.68M | – | 86 |
|
|
2014
Q2 | $1.68M | Sell |
21,982
-139,547
| -86% | -$10.5M | 1.46% | 17 |
|
|
2014
Q1 | $11.9M | Buy |
161,529
+546
| +0.3% | +$39.3K | 9.25% | 2 |
|
|
2013
Q4 | $11.7M | Buy |
+160,983
| New | +$11.6M | 12.02% | 2 |
|
Other funds holding SDY
JIC
GM Advisory Group's SDY Position: Q1 2026 in Review
GM Advisory Group increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.41% in Q1 2026, buying an estimated $2.68K and bringing the position to 4,416 shares worth $645K. The position accounts for 0.02% of the portfolio, ranked #202.
GM Advisory Group first reported a position in SDY in Q4 2013 and has held it in 28 quarters since. The position peaked at $11.9M in Q1 2014. 1,240 funds tracked by Wall St. Rank hold SDY as of Q1 2026.
- GM Advisory Group held 4,416 shares of State Street SPDR S&P Dividend ETF worth $645K as of Q1 2026.
- GM Advisory Group bought 18 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $2.68K.
- State Street SPDR S&P Dividend ETF made up 0.02% of GM Advisory Group's portfolio in Q1 2026, its #202 holding.
- GM Advisory Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2013 and has held it in 28 quarters since.
- GM Advisory Group's State Street SPDR S&P Dividend ETF position peaked at $11.9M in Q1 2014.
- 1,240 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.
Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.