Insight Inv LLC’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Insight Inv LLC’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	$19.2K	Buy	+126	New	+$18.8K	0.01%	103
2026 Q1	–	Sell	-201	Closed	-$28K	–	111
2025 Q4	$28K	Hold	201	–	–	0.02%	105
2025 Q3	$28.1K	Hold	201	–	–	0.02%	107
2025 Q2	$27.3K	Buy	+201	New	+$26.7K	0.02%	109

Other funds holding SDY

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

MSA

Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return

WFM

Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

RPWA

Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

CFS

CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

Insight Inv LLC's SDY Position: Q2 2026 in Review

Insight Inv LLC opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q2 2026: 126 shares worth $19.2K. The stake represents 0.01% of the portfolio and ranks #103 among its holdings. This is a return to the name: Insight Inv LLC previously reported a position in SDY as recently as Q4 2025.

Insight Inv LLC first reported a position in SDY in Q2 2025 and has held it in 4 quarters since. The position peaked at $28.1K in Q3 2025. 436 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Insight Inv LLC held 126 shares of State Street SPDR S&P Dividend ETF worth $19.2K as of Q2 2026.
State Street SPDR S&P Dividend ETF was a new Insight Inv LLC position in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.01% of Insight Inv LLC's portfolio in Q2 2026, its #103 holding.
Insight Inv LLC first reported a position in State Street SPDR S&P Dividend ETF in Q2 2025 and has held it in 4 quarters since.
Insight Inv LLC's State Street SPDR S&P Dividend ETF position peaked at $28.1K in Q3 2025.
436 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Insight Inv LLC's 13F filing for Q2 2026, filed 24 Jul 2026.