Godsey & Gibb Inc’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Godsey & Gibb Inc’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$204K	Sell	1,343 -495	-27%	-$73.7K	0.02%	108
2026 Q1	$268K	Buy	1,838 +70	+4%	+$10.4K	0.02%	91
2025 Q4	$246K	Buy	1,768 +9	+0.5%	+$1.25K	0.02%	99
2025 Q3	$246K	Buy	1,759 +8	+0.5%	+$1.12K	0.02%	101
2025 Q2	$238K	Buy	1,751 +8	+0.5%	+$1.06K	0.02%	100
2025 Q1	$236K	Sell	1,743 -113	-6%	-$15.2K	0.02%	100
2024 Q4	$245K	Buy	1,856 +10	+0.5%	+$1.4K	0.02%	99
2024 Q3	$262K	Buy	1,846 +6	+0.3%	+$811	0.03%	102
2024 Q2	$234K	Buy	1,840 +8	+0.4%	+$1.03K	0.02%	107
2024 Q1	$240K	Buy	1,832 +7	+0.4%	+$878	0.03%	98
2023 Q4	$228K	Buy	1,825 +9	+0.5%	+$1.06K	0.03%	99
2023 Q3	$209K	Buy	1,816 +8	+0.4%	+$976	0.03%	98
2023 Q2	$222K	Sell	1,808 -147	-8%	-$18K	0.03%	104
2023 Q1	$242K	Buy	+1,955	New	+$246K	0.03%	99

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Godsey & Gibb Inc's SDY Position: Q2 2026 in Review

Godsey & Gibb Inc reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 27% in Q2 2026, selling an estimated $73.7K and leaving 1,343 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #108.

Godsey & Gibb Inc first reported a position in SDY in Q1 2023 and has held it in 14 quarters since. The position peaked at $268K in Q1 2026. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Godsey & Gibb Inc held 1,343 shares of State Street SPDR S&P Dividend ETF worth $204K as of Q2 2026.
Godsey & Gibb Inc sold 495 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $73.7K.
State Street SPDR S&P Dividend ETF made up 0.02% of Godsey & Gibb Inc's portfolio in Q2 2026, its #108 holding.
Godsey & Gibb Inc first reported a position in State Street SPDR S&P Dividend ETF in Q1 2023 and has held it in 14 quarters since.
Godsey & Gibb Inc's State Street SPDR S&P Dividend ETF position peaked at $268K in Q1 2026.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Godsey & Gibb Inc's 13F filing for Q2 2026, filed 13 Jul 2026.