Insigneo Advisory Services’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
$357K Buy
2,448
+6
+0.2% +$894 0.03% 452
2025
Q4
$340K Sell
2,442
-19
-0.8% -$2.64K 0.02% 475
2025
Q3
$345K Buy
2,461
+16
+0.7% +$2.23K 0.02% 473
2025
Q2
$332K Sell
2,445
-37
-1% -$4.91K 0.03% 428
2025
Q1
$337K Buy
2,482
+12
+0.5% +$1.61K 0.03% 392
2024
Q4
$326K Buy
2,470
+609
+33% +$85K 0.03% 399
2024
Q3
$264K Sell
1,861
-2,222
-54% -$301K 0.03% 482
2024
Q2
$536K Buy
4,083
+2,164
+113% +$279K 0.06% 275
2024
Q1
$252K Sell
1,919
-91
-5% -$11.4K 0.03% 425
2023
Q4
$251K Sell
2,010
-256
-11% -$30.1K 0.04% 377
2023
Q3
$261K Buy
2,266
+64
+3% +$7.81K 0.05% 311
2023
Q2
$270K Sell
2,202
-3,285
-60% -$401K 0.05% 300
2023
Q1
$679K Sell
5,487
-2,790
-34% -$351K 0.22% 93
2022
Q4
$1.04M Buy
+8,277
New +$1.02M 0.39% 55

Other funds holding SDY

Insigneo Advisory Services's SDY Position: Q1 2026 in Review

Insigneo Advisory Services increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.25% in Q1 2026, buying an estimated $894 and bringing the position to 2,448 shares worth $357K. The position accounts for 0.03% of the portfolio, ranked #452.

Insigneo Advisory Services first reported a position in SDY in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.04M in Q4 2022. 1,233 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • Insigneo Advisory Services held 2,448 shares of State Street SPDR S&P Dividend ETF worth $357K as of Q1 2026.
  • Insigneo Advisory Services bought 6 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $894.
  • State Street SPDR S&P Dividend ETF made up 0.03% of Insigneo Advisory Services's portfolio in Q1 2026, its #452 holding.
  • Insigneo Advisory Services first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 14 quarters since.
  • Insigneo Advisory Services's State Street SPDR S&P Dividend ETF position peaked at $1.04M in Q4 2022.
  • 1,233 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.