INVST’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDY
JIC
INVST's SDY Position: Q1 2026 in Review
INVST reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 7.3% in Q1 2026, selling an estimated $21.9K and leaving 1,856 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #294.
INVST first reported a position in SDY in Q4 2025 and has held it in 2 quarters since. The position peaked at $279K in Q4 2025. 1,234 funds tracked by Wall St. Rank hold SDY as of Q1 2026.
- INVST held 1,856 shares of State Street SPDR S&P Dividend ETF worth $271K as of Q1 2026.
- INVST sold 147 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $21.9K.
- State Street SPDR S&P Dividend ETF made up 0.03% of INVST's portfolio in Q1 2026, its #294 holding.
- INVST first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and has held it in 2 quarters since.
- INVST's State Street SPDR S&P Dividend ETF position peaked at $279K in Q4 2025.
- 1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.
Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.