Kanawha Capital Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Kanawha Capital Management’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	$365K	Sell	2,500 -300	-11%	-$44.7K	0.03%	178
2025 Q4	$390K	Hold	2,800	–	–	0.03%	168
2025 Q3	$392K	Sell	2,800 -367	-12%	-$51.2K	0.03%	169
2025 Q2	$430K	Sell	3,167 -100	-3%	-$13.3K	0.03%	162
2025 Q1	$443K	Buy	3,267 +649	+25%	+$87.3K	0.03%	156
2024 Q4	$346K	Sell	2,618 -100	-4%	-$14K	0.03%	174
2024 Q3	$386K	Sell	2,718 -200	-7%	-$27K	0.03%	178
2024 Q2	$371K	Sell	2,918 -58	-2%	-$7.47K	0.03%	184
2024 Q1	$391K	Hold	2,976	–	–	0.03%	177
2023 Q4	$372K	Hold	2,976	–	–	0.03%	166
2023 Q3	$342K	Hold	2,976	–	–	0.03%	167
2023 Q2	$365K	Hold	2,976	–	–	0.03%	164
2023 Q1	$368K	Hold	2,976	–	–	0.04%	163
2022 Q4	$372K	Buy	+2,976	New	+$368K	0.04%	162

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

Kanawha Capital Management's SDY Position: Q1 2026 in Review

Kanawha Capital Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 11% in Q1 2026, selling an estimated $44.7K and leaving 2,500 shares worth $365K. The position accounts for 0.03% of the portfolio, ranked #178.

Kanawha Capital Management first reported a position in SDY in Q4 2022 and has held it in 14 quarters since. The position peaked at $443K in Q1 2025. 1,234 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Kanawha Capital Management held 2,500 shares of State Street SPDR S&P Dividend ETF worth $365K as of Q1 2026.
Kanawha Capital Management sold 300 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $44.7K.
State Street SPDR S&P Dividend ETF made up 0.03% of Kanawha Capital Management's portfolio in Q1 2026, its #178 holding.
Kanawha Capital Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 14 quarters since.
Kanawha Capital Management's State Street SPDR S&P Dividend ETF position peaked at $443K in Q1 2025.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Kanawha Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.