Golden State Equity Partners’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
Q2
Sell
-2,045
Closed -$298K 1500
2026
Q1
$298K Buy
+2,045
New +$305K 0.02% 579
2024
Q4
Sell
-680
Closed -$96.6K 789
2024
Q3
$96.6K Buy
+680
New +$92K 0.05% 281
2021
Q4
Sell
-3,976
Closed -$467K 242
2021
Q3
$467K Sell
3,976
-163
-4% -$20K 0.19% 122
2021
Q2
$506K Buy
+4,139
New +$512K 0.2% 125

Other funds holding SDY

Golden State Equity Partners's SDY Position: Q2 2026 in Review

Golden State Equity Partners sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2026, closing a stake of 2,045 shares — an estimated $298K sold.

Golden State Equity Partners first reported a position in SDY in Q2 2021 and held it in 4 quarters. The position peaked at $506K in Q2 2021. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Golden State Equity Partners reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 2,045 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $298K.
  • Golden State Equity Partners first reported a position in State Street SPDR S&P Dividend ETF in Q2 2021 and held it in 4 quarters.
  • Golden State Equity Partners's State Street SPDR S&P Dividend ETF position peaked at $506K in Q2 2021.
  • 1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.