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 Q2	$645K	Sell	4,238 -1,284	-23%	-$191K	0.12%	169
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 $1.55T 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

Interchange Capital Partners's SDY Position: Q2 2026 in Review

Interchange Capital Partners reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 23% in Q2 2026, selling an estimated $191K and leaving 4,238 shares worth $645K. The position accounts for 0.12% of the portfolio, ranked #169.

Interchange Capital Partners first reported a position in SDY in Q1 2022 and has held it in 18 quarters since. The position peaked at $878K in Q3 2024. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Interchange Capital Partners held 4,238 shares of State Street SPDR S&P Dividend ETF worth $645K as of Q2 2026.
Interchange Capital Partners sold 1,284 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $191K.
State Street SPDR S&P Dividend ETF made up 0.12% of Interchange Capital Partners's portfolio in Q2 2026, its #169 holding.
Interchange Capital Partners first reported a position in State Street SPDR S&P Dividend ETF in Q1 2022 and has held it in 18 quarters since.
Interchange Capital Partners's State Street SPDR S&P Dividend ETF position peaked at $878K in Q3 2024.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.