Interchange Capital Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Interchange Capital Partners’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 Q1	$749K	Sell	5,522 -131	-2%	-$19.5K	0.24%	97
2025 Q4	$787K	Sell	5,653 -112	-2%	-$15.6K	0.15%	134
2025 Q3	$807K	Sell	5,765 -39	-0.7%	-$5.44K	0.16%	121
2025 Q2	$788K	Buy	5,804 +12	+0.2%	+$1.59K	0.18%	103
2025 Q1	$786K	Buy	5,792 +15	+0.3%	+$2.02K	0.22%	92
2024 Q4	$763K	Sell	5,777 -401	-6%	-$56K	0.28%	96
2024 Q3	$878K	Sell	6,178 -59	-0.9%	-$7.98K	0.31%	87
2024 Q2	$793K	Buy	6,237 +183	+3%	+$23.6K	0.29%	91
2024 Q1	$814K	Buy	6,054 +430	+8%	+$53.9K	0.55%	47
2023 Q4	$703K	Buy	5,624 +298	+6%	+$35K	0.53%	50
2023 Q3	$613K	Sell	5,326 -174	-3%	-$21.2K	0.49%	53
2023 Q2	$674K	Buy	5,500 +851	+18%	+$104K	0.51%	49
2023 Q1	$575K	Buy	4,649 +634	+16%	+$79.8K	0.31%	84
2022 Q4	$502K	Sell	4,015 -1,000	-20%	-$124K	0.51%	46
2022 Q3	$559K	Buy	5,015 +354	+8%	+$43.6K	0.61%	39
2022 Q2	$553K	Buy	4,661 +606	+15%	+$75.6K	0.62%	44
2022 Q1	$519K	Buy	+4,055	New	+$513K	0.53%	57

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Interchange Capital Partners's SDY Position: Q1 2026 in Review

Interchange Capital Partners reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 2.3% in Q1 2026, selling an estimated $19.5K and leaving 5,522 shares worth $749K. The position accounts for 0.24% of the portfolio, ranked #97.

Interchange Capital Partners first reported a position in SDY in Q1 2022 and has held it in 17 quarters since. The position peaked at $878K in Q3 2024. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Interchange Capital Partners held 5,522 shares of State Street SPDR S&P Dividend ETF worth $749K as of Q1 2026.
Interchange Capital Partners sold 131 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $19.5K.
State Street SPDR S&P Dividend ETF made up 0.24% of Interchange Capital Partners's portfolio in Q1 2026, its #97 holding.
Interchange Capital Partners first reported a position in State Street SPDR S&P Dividend ETF in Q1 2022 and has held it in 17 quarters since.
Interchange Capital Partners's State Street SPDR S&P Dividend ETF position peaked at $878K in Q3 2024.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.