Investors Research Corp’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Investors Research Corp’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 Q3	$1.53M	Sell	10,412 -244	-2%	-$37.8K	0.27%	55
2026 Q2	$1.62M	Sell	10,656 -635	-6%	-$94.6K	0.29%	53
2026 Q1	$1.65M	Sell	11,291 -134	-1%	-$20K	0.31%	47
2025 Q4	$1.59M	Sell	11,425 -105	-0.9%	-$14.6K	0.29%	53
2025 Q3	$1.61M	Sell	11,530 -304	-3%	-$42.4K	0.3%	54
2025 Q2	$1.61M	Sell	11,834 -253	-2%	-$33.6K	0.31%	53
2025 Q1	$1.64M	Sell	12,087 -3	-0%	-$403	0.36%	51
2024 Q4	$1.6M	Sell	12,090 -241	-2%	-$33.7K	0.35%	49
2024 Q3	$1.75M	Sell	12,331 -120	-1%	-$16.2K	0.38%	45
2024 Q2	$1.58M	Sell	12,451 -468	-4%	-$60.3K	0.37%	51
2024 Q1	$1.7M	Sell	12,919 -895	-6%	-$112K	0.4%	48
2023 Q4	$1.73M	Sell	13,814 -27	-0.2%	-$3.17K	0.42%	48
2023 Q3	$1.59M	Buy	13,841 +581	+4%	+$70.9K	0.42%	46
2023 Q2	$1.63M	Buy	13,260 +1,018	+8%	+$124K	0.41%	44
2023 Q1	$1.51M	Buy	12,242 +1,359	+12%	+$171K	0.39%	46
2022 Q4	$1.36M	Buy	10,883 +1,604	+17%	+$198K	0.37%	58
2022 Q3	$1.03M	Buy	9,279 +2,085	+29%	+$257K	0.32%	74
2022 Q2	$854K	Buy	7,194 +2,743	+62%	+$342K	0.26%	101
2022 Q1	$570K	Buy	+4,451	New	+$563K	0.16%	177
2021 Q1	–	Sell	-106	Closed	-$11K	–	1057
2020 Q4	$11K	Buy	106 +1	+1%	+$101	﹤0.01%	841
2020 Q3	$10K	Buy	105 +1	+1%	+$94	﹤0.01%	832
2020 Q2	$9K	Buy	104 +1	+1%	+$88	﹤0.01%	826
2020 Q1	$8K	Buy	103 +1	+1%	+$99	0.01%	828
2019 Q4	$11K	Buy	102 +1	+1%	+$105	0.01%	833
2019 Q3	$10K	Hold	101	–	–	0.01%	849
2019 Q2	$10K	Buy	101 +1	+1%	+$100	0.01%	807
2019 Q1	$10K	Buy	+100	New	+$9.61K	0.01%	796

Other funds holding SDY

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

WCM

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

PVAMC

PPS&V Asset Management Consultants Portage, Michigan $185M AUM 18.16% 1-Year Est. Return

Investors Research Corp's SDY Position: Q3 2026 in Review

Investors Research Corp reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 2.3% in Q3 2026, selling an estimated $37.8K and leaving 10,412 shares worth $1.53M. The position accounts for 0.27% of the portfolio, ranked #55.

Investors Research Corp first reported a position in SDY in Q1 2019 and has held it in 27 quarters since. The position peaked at $1.75M in Q3 2024. 57 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

Investors Research Corp held 10,412 shares of State Street SPDR S&P Dividend ETF worth $1.53M as of Q3 2026.
Investors Research Corp sold 244 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $37.8K.
State Street SPDR S&P Dividend ETF made up 0.27% of Investors Research Corp's portfolio in Q3 2026, its #55 holding.
Investors Research Corp first reported a position in State Street SPDR S&P Dividend ETF in Q1 2019 and has held it in 27 quarters since.
Investors Research Corp's State Street SPDR S&P Dividend ETF position peaked at $1.75M in Q3 2024.
57 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.