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

Investment 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 		$2.26M Hold
15,509
– – 0.81% 35
2025
Q4 		$2.16M Hold
15,509
– – 0.76% 34
2025
Q3 		$2.17M Hold
15,509
– – 0.76% 33
2025
Q2 		$2.11M Hold
15,509
– – 0.8% 34
2025
Q1 		$2.1M Hold
15,509
– – 0.87% 35
2024
Q4 		$2.05M Hold
15,509
– – 0.84% 35
2024
Q3 		$2.2M Sell
15,509
-1,885
-11% -$255K 0.92% 32
2024
Q2 		$2.21M Sell
17,394
-5,509
-24% -$710K 0.99% 31
2024
Q1 		$3.01M Buy
22,903
+173
+0.8% +$21.7K 1.36% 22
2023
Q4 		$2.84M Buy
22,730
+11
+0% +$1.29K 1.4% 20
2023
Q3 		$2.61M Buy
22,719
+5,803
+34% +$708K 1.38% 20
2023
Q2 		$2.07M Buy
16,916
+49
+0.3% +$5.99K 1.08% 26
2023
Q1 		$2.09M Hold
16,867
– – 1.1% 26
2022
Q4 		$2.11M Sell
16,867
-10,209
-38% -$1.26M 1.12% 26
2022
Q3 		$3.02M Buy
27,076
+9,231
+52% +$1.14M 0.9% 26
2022
Q2 		$2.12M Hold
17,845
– – 1.03% 27
2022
Q1 		$2.29M Buy
17,845
+155
+0.9% +$19.6K 0.97% 29
2021
Q4 		$2.28M Hold
17,690
– – 0.93% 29
2021
Q3 		$2.08M Buy
17,690
+655
+4% +$80.2K 0.95% 29
2021
Q2 		$2.08M Hold
17,035
– – 0.95% 30
2021
Q1 		$2.01M Buy
17,035
+932
+6% +$104K 0.98% 29
2020
Q4 		$1.71M Buy
16,103
+575
+4% +$58.2K 0.91% 33
2020
Q3 		$1.44M Hold
15,528
– – 0.86% 33
2020
Q2 		$1.42M Sell
15,528
-25,090
-62% -$2.21M 0.83% 37
2020
Q1 		$3.24M Buy
40,618
+4,669
+13% +$460K 2.34% 9
2019
Q4 		$3.87M Buy
35,949
+5,302
+17% +$557K 2.61% 8
2019
Q3 		$3.14M Buy
30,647
+1,104
+4% +$111K 2.29% 9
2019
Q2 		$2.98M Sell
29,543
-10,161
-26% -$1.02M 2.14% 10
2019
Q1 		$3.95M Buy
39,704
+4,751
+14% +$457K 2.85% 5
2018
Q4 		$3.13M Sell
34,953
-1,097
-3% -$103K 2.64% 9
2018
Q3 		$1.16K Buy
36,050
+1
+0% +$97 0.64% 40
2018
Q2 		$3.34M Sell
36,049
-125
-0.3% -$11.5K 2.48% 9
2018
Q1 		$3.3M Buy
36,174
+33
+0.1% +$3.08K 2.46% 8
2017
Q4 		$3.42M Buy
36,141
+9
+0% +$843 2.53% 7
2017
Q3 		$3.3M Buy
36,132
+510
+1% +$45.7K 2.83% 5
2017
Q2 		$3.17M Buy
35,622
+548
+2% +$48.6K 2.88% 5
2017
Q1 		$3.09M Buy
35,074
+1,379
+4% +$121K 2.98% 4
2016
Q4 		$2.88M Sell
33,695
-4,951
-13% -$416K 2.82% 5
2016
Q3 		$3.26M Buy
38,646
+5,493
+17% +$468K 1.85% 11
2016
Q2 		$2.78M Buy
33,153
+11,554
+53% +$939K 2.77% 7
2016
Q1 		$1.59M Buy
21,599
+5,418
+33% +$401K 1.04% 34
2015
Q4 		$1.19M Buy
16,181
+2,130
+15% +$162K 1.43% 21
2015
Q3 		$1.01M Buy
14,051
+2,156
+18% +$162K 1.33% 23
2015
Q2 		$906K Sell
11,895
-903
-7% -$70.8K 1.09% 33
2015
Q1 		$1M Buy
12,798
+5
+0% +$392 1.1% 28
2014
Q4 		$1.01M Buy
+12,793
New +$1,000K 1.16% 27

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Investment Partners's SDY Position: Q1 2026 in Review

Investment Partners held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 15,509 shares worth $2.26M. The position accounts for 0.81% of the portfolio, ranked #35.

Investment Partners first reported a position in SDY in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.95M in Q1 2019. 1,234 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • Investment Partners held 15,509 shares of State Street SPDR S&P Dividend ETF worth $2.26M as of Q1 2026.
  • Investment Partners left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
  • State Street SPDR S&P Dividend ETF made up 0.81% of Investment Partners's portfolio in Q1 2026, its #35 holding.
  • Investment Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2014 and has held it in 46 quarters since.
  • Investment Partners's State Street SPDR S&P Dividend ETF position peaked at $3.95M in Q1 2019.
  • 1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.