Lake Street Private Wealth’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDY
JIC
Lake Street Private Wealth's SDY Position: Q2 2026 in Review
Lake Street Private Wealth increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.02% in Q2 2026, buying an estimated $149 and bringing the position to 6,150 shares worth $936K. The position accounts for 0.11% of the portfolio, ranked #125.
Lake Street Private Wealth first reported a position in SDY in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.09M in Q1 2022. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.
- Lake Street Private Wealth held 6,150 shares of State Street SPDR S&P Dividend ETF worth $936K as of Q2 2026.
- Lake Street Private Wealth bought 1 State Street SPDR S&P Dividend ETF share in Q2 2026, an estimated $149.
- State Street SPDR S&P Dividend ETF made up 0.11% of Lake Street Private Wealth's portfolio in Q2 2026, its #125 holding.
- Lake Street Private Wealth first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and has held it in 23 quarters since.
- Lake Street Private Wealth's State Street SPDR S&P Dividend ETF position peaked at $1.09M in Q1 2022.
- 1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.
Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.