Goelzer Investment Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Goelzer Investment Management’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	–	Sell	-2,202	Closed	-$321K	–	326
2026 Q1	$321K	Buy	+2,202	New	+$328K	0.02%	261
2024 Q4	–	Sell	-1,487	Closed	-$211K	–	236
2024 Q3	$211K	Buy	+1,487	New	+$201K	0.01%	224
2019 Q4	–	Sell	-2,660	Closed	-$273K	–	256
2019 Q3	$273K	Buy	+2,660	New	+$268K	0.03%	229
2019 Q2	–	Sell	-10,561	Closed	-$1.05M	–	268
2019 Q1	$1.05M	Buy	+10,561	New	+$1.01M	0.1%	168

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

Goelzer Investment Management's SDY Position: Q2 2026 in Review

Goelzer Investment Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2026, closing a stake of 2,202 shares — an estimated $321K sold.

Goelzer Investment Management first reported a position in SDY in Q1 2019 and held it in 4 quarters. The position peaked at $1.05M in Q1 2019. 1,238 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Goelzer Investment Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2026 after selling out during the quarter.
Goelzer Investment Management sold 2,202 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $321K.
Goelzer Investment Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2019 and held it in 4 quarters.
Goelzer Investment Management's State Street SPDR S&P Dividend ETF position peaked at $1.05M in Q1 2019.
1,238 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.