IHT Wealth Management’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 | $11.4M | Buy |
78,058
+907
| +1% | +$135K | 0.26% | 82 |
|
|
2025
Q4 | $10.7M | Sell |
77,151
-647
| -0.8% | -$90K | 0.26% | 86 |
|
|
2025
Q3 | $10.9M | Sell |
77,798
-2,578
| -3% | -$360K | 0.28% | 85 |
|
|
2025
Q2 | $10.9M | Buy |
80,376
+6,344
| +9% | +$841K | 0.3% | 76 |
|
|
2025
Q1 | $10M | Sell |
74,032
-2,977
| -4% | -$400K | 0.31% | 73 |
|
|
2024
Q4 | $10.2M | Buy |
77,009
+694
| +0.9% | +$96.9K | 0.33% | 63 |
|
|
2024
Q3 | $10.8M | Sell |
76,315
-1,529
| -2% | -$207K | 0.31% | 64 |
|
|
2024
Q2 | $9.9M | Sell |
77,844
-7,747
| -9% | -$998K | 0.37% | 52 |
|
|
2024
Q1 | $11.2M | Sell |
85,591
-48,912
| -36% | -$6.14M | 0.45% | 38 |
|
|
2023
Q4 | $16.8M | Sell |
134,503
-334
| -0.2% | -$39.2K | 0.75% | 21 |
|
|
2023
Q3 | $15.5M | Buy |
134,837
+483
| +0.4% | +$59K | 0.79% | 22 |
|
|
2023
Q2 | $16.5M | Buy |
134,354
+3,135
| +2% | +$383K | 0.86% | 20 |
|
|
2023
Q1 | $16.2M | Sell |
131,219
-2,896
| -2% | -$364K | 0.93% | 17 |
|
|
2022
Q4 | $16.8M | Buy |
134,115
+3,709
| +3% | +$458K | 1.05% | 14 |
|
|
2022
Q3 | $14.5M | Sell |
130,406
-924
| -0.7% | -$114K | 1.11% | 12 |
|
|
2022
Q2 | $15.6M | Buy |
131,330
+1,727
| +1% | +$215K | 1.37% | 12 |
|
|
2022
Q1 | $16.6M | Sell |
129,603
-44
| -0% | -$5.56K | 1.26% | 14 |
|
|
2021
Q4 | $16.7M | Buy |
129,647
+3,887
| +3% | +$484K | 1.23% | 12 |
|
|
2021
Q3 | $14.8M | Buy |
125,760
+6,735
| +6% | +$825K | 1.2% | 11 |
|
|
2021
Q2 | $14.6M | Buy |
119,025
+12,864
| +12% | +$1.59M | 0.92% | 14 |
|
|
2021
Q1 | $12.5M | Buy |
106,161
+15,355
| +17% | +$1.72M | 0.9% | 17 |
|
|
2020
Q4 | $9.62M | Buy |
90,806
+17,762
| +24% | +$1.8M | 0.8% | 16 |
|
|
2020
Q3 | $6.75M | Sell |
73,044
-20,764
| -22% | -$1.96M | 0.68% | 20 |
|
|
2020
Q2 | $8.55M | Buy |
93,808
+1,591
| +2% | +$140K | 1.17% | 11 |
|
|
2020
Q1 | $7.36M | Sell |
92,217
-18,132
| -16% | -$1.79M | 1.06% | 14 |
|
|
2019
Q4 | $11.9M | Sell |
110,349
-2,153
| -2% | -$226K | 1.41% | 10 |
|
|
2019
Q3 | $11.5M | Buy |
112,502
+31,436
| +39% | +$3.17M | 1.57% | 8 |
|
|
2019
Q2 | $8.18M | Buy |
81,066
+9,565
| +13% | +$956K | 1.19% | 11 |
|
|
2019
Q1 | $7.11M | Sell |
71,501
-728
| -1% | -$70K | 1.18% | 11 |
|
|
2018
Q4 | $6.47M | Buy |
72,229
+6,100
| +9% | +$575K | 1.24% | 9 |
|
|
2018
Q3 | $6.48M | Sell |
66,129
-81
| -0.1% | -$7.85K | 1.4% | 8 |
|
|
2018
Q2 | $6.14M | Buy |
66,210
+2,414
| +4% | +$222K | 1.57% | 3 |
|
|
2018
Q1 | $5.7M | Sell |
63,796
-2,004
| -3% | -$187K | 1.53% | 3 |
|
|
2017
Q4 | $6.28M | Buy |
65,800
+1,702
| +3% | +$159K | 1.66% | 3 |
|
|
2017
Q3 | $5.89M | Buy |
64,098
+63,835
| +24,272% | +$5.72M | 2.51% | 2 |
|
|
2017
Q2 | $14 | Hold |
263
| – | – | 0.01% | 873 |
|
|
2017
Q1 | $31K | Sell |
263
-2,860
| -92% | -$250K | 0.02% | 539 |
|
|
2016
Q4 | $268K | Buy |
+3,123
| New | +$262K | 0.2% | 121 |
|
Other funds holding SDY
JIC
IHT Wealth Management's SDY Position: Q1 2026 in Review
IHT Wealth Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 1.2% in Q1 2026, buying an estimated $135K and bringing the position to 78,058 shares worth $11.4M. The position accounts for 0.26% of the portfolio, ranked #82.
IHT Wealth Management first reported a position in SDY in Q4 2016 and has held it in 38 quarters since. The position peaked at $16.8M in Q4 2023. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.
- IHT Wealth Management held 78,058 shares of State Street SPDR S&P Dividend ETF worth $11.4M as of Q1 2026.
- IHT Wealth Management bought 907 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $135K.
- State Street SPDR S&P Dividend ETF made up 0.26% of IHT Wealth Management's portfolio in Q1 2026, its #82 holding.
- IHT Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2016 and has held it in 38 quarters since.
- IHT Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $16.8M in Q4 2023.
- 1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.
Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.