Grimes & Company’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Grimes & Company’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	$884K	Buy	5,810 +31	+0.5%	+$4.62K	0.02%	266
2026 Q1	$843K	Buy	5,779 +24	+0.4%	+$3.58K	0.02%	251
2025 Q4	$801K	Buy	5,755 +229	+4%	+$31.9K	0.02%	267
2025 Q3	$774K	Buy	5,526 +29	+0.5%	+$4.04K	0.02%	252
2025 Q2	$746K	Buy	5,497 +31	+0.6%	+$4.11K	0.02%	234
2025 Q1	$742K	Buy	5,466 +27	+0.5%	+$3.63K	0.02%	210
2024 Q4	$718K	Buy	5,439 +35	+0.6%	+$4.89K	0.02%	220
2024 Q3	$768K	Buy	5,404 +65	+1%	+$8.79K	0.02%	205
2024 Q2	$679K	Buy	5,339 +30	+0.6%	+$3.86K	0.02%	199
2024 Q1	$697K	Sell	5,309 -93	-2%	-$11.7K	0.02%	203
2023 Q4	$675K	Buy	5,402 +84	+2%	+$9.86K	0.02%	200
2023 Q3	$612K	Buy	5,318 +95	+2%	+$11.6K	0.02%	192
2023 Q2	$640K	Hold	5,223	–	–	0.02%	186
2023 Q1	$646K	Buy	5,223 +2	+0%	+$252	0.03%	180
2022 Q4	$653K	Hold	5,221	–	–	0.03%	183
2022 Q3	$582K	Buy	5,221 +880	+20%	+$108K	0.03%	174
2022 Q2	$515K	Hold	4,341	–	–	0.03%	188
2022 Q1	$556K	Hold	4,341	–	–	0.03%	196
2021 Q4	$561K	Sell	4,341 -80	-2%	-$9.96K	0.03%	193
2021 Q3	$520K	Buy	4,421 +2,180	+97%	+$267K	0.02%	198
2021 Q2	$274K	Sell	2,241 -25	-1%	-$3.09K	0.01%	251
2021 Q1	$267K	Buy	2,266 +260	+13%	+$29.1K	0.01%	235
2020 Q4	$212K	Buy	+2,006	New	+$203K	0.01%	251
2020 Q1	–	Sell	-2,814	Closed	-$303K	–	266
2019 Q4	$303K	Hold	2,814	–	–	0.02%	213
2019 Q3	$289K	Buy	2,814 +100	+4%	+$10.1K	0.02%	208
2019 Q2	$274K	Hold	2,714	–	–	0.02%	211
2019 Q1	$270K	Sell	2,714 -96	-3%	-$9.23K	0.02%	210
2018 Q4	$252K	Hold	2,810	–	–	0.02%	200
2018 Q3	$275K	Hold	2,810	–	–	0.02%	202
2018 Q2	$260K	Hold	2,810	–	–	0.02%	202
2018 Q1	$256K	Hold	2,810	–	–	0.02%	199
2017 Q4	$265K	Sell	2,810 -467	-14%	-$43.8K	0.03%	184
2017 Q3	$299K	Hold	3,277	–	–	0.03%	166
2017 Q2	$291K	Hold	3,277	–	–	0.03%	168
2017 Q1	$289K	Sell	3,277 -335	-9%	-$29.3K	0.03%	168
2016 Q4	$309K	Hold	3,612	–	–	0.04%	166
2016 Q3	$305K	Hold	3,612	–	–	0.04%	159
2016 Q2	$303K	Sell	3,612 -60	-2%	-$4.88K	0.04%	163
2016 Q1	$294K	Hold	3,672	–	–	0.04%	152
2015 Q4	$270K	Buy	+3,672	New	+$280K	0.04%	162

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

Grimes & Company's SDY Position: Q2 2026 in Review

Grimes & Company increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.54% in Q2 2026, buying an estimated $4.62K and bringing the position to 5,810 shares worth $884K. The position accounts for 0.02% of the portfolio, ranked #266.

Grimes & Company first reported a position in SDY in Q4 2015 and has held it in 40 quarters since. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Grimes & Company held 5,810 shares of State Street SPDR S&P Dividend ETF worth $884K as of Q2 2026.
Grimes & Company bought 31 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $4.62K.
State Street SPDR S&P Dividend ETF made up 0.02% of Grimes & Company's portfolio in Q2 2026, its #266 holding.
Grimes & Company first reported a position in State Street SPDR S&P Dividend ETF in Q4 2015 and has held it in 40 quarters since.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.