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Liberty One Investment Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Liberty One Investment 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 		$2.19M Buy
15,020
+1,002
+7% +$149K 0.23% 76
2025
Q4 		$1.95M Sell
14,018
-3,839
-21% -$534K 0.25% 71
2025
Q3 		$2.5M Sell
17,857
-322
-2% -$44.9K 0.14% 74
2025
Q2 		$2.47M Buy
18,179
+130
+0.7% +$17.2K 0.25% 73
2025
Q1 		$2.45M Sell
18,049
-200
-1% -$26.9K 0.25% 72
2024
Q4 		$2.41M Buy
18,249
+330
+2% +$46.1K 0.26% 73
2024
Q3 		$2.55M Sell
17,919
-77
-0.4% -$10.4K 0.26% 73
2024
Q2 		$2.29M Sell
17,996
-65
-0.4% -$8.37K 0.26% 74
2024
Q1 		$2.37M Sell
18,061
-488
-3% -$61.2K 0.27% 73
2023
Q4 		$2.32M Sell
18,549
-456
-2% -$53.5K 0.29% 71
2023
Q3 		$2.19M Sell
19,005
-500
-3% -$61K 0.32% 62
2023
Q2 		$2.39M Sell
19,505
-17
-0.1% -$2.08K 0.31% 64
2023
Q1 		$2.42M Sell
19,522
-209
-1% -$26.3K 0.33% 53
2022
Q4 		$2.47M Sell
19,731
-228
-1% -$28.2K 0.35% 41
2022
Q3 		$2.23M Sell
19,959
-1,038
-5% -$128K 0.37% 38
2022
Q2 		$2.57M Buy
20,997
+549
+3% +$68.5K 0.44% 36
2022
Q1 		$2.62M Sell
20,448
-179
-0.9% -$22.6K 0.4% 38
2021
Q4 		$2.66M Sell
20,627
-12
-0.1% -$1.49K 0.4% 39
2021
Q3 		$2.43M Sell
20,639
-358
-2% -$43.8K 0.41% 37
2021
Q2 		$2.57M Sell
20,997
-535
-2% -$66.1K 0.43% 36
2021
Q1 		$2.54M Sell
21,532
-822
-4% -$92.2K 0.45% 33
2020
Q4 		$2.37M Sell
22,354
-940
-4% -$95.1K 0.45% 34
2020
Q3 		$2.15M Buy
23,294
+263
+1% +$24.8K 0.44% 35
2020
Q2 		$2.1M Sell
23,031
-40
-0.2% -$3.52K 0.47% 35
2020
Q1 		$1.84M Buy
23,071
+512
+2% +$50.5K 0.47% 35
2019
Q4 		$2.43M Buy
+22,559
New +$2.37M 0.53% 34

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

Liberty One Investment Management's SDY Position: Q1 2026 in Review

Liberty One Investment Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 7.1% in Q1 2026, buying an estimated $149K and bringing the position to 15,020 shares worth $2.19M. The position accounts for 0.23% of the portfolio, ranked #76.

Liberty One Investment Management first reported a position in SDY in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.66M in Q4 2021. 1,235 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • Liberty One Investment Management held 15,020 shares of State Street SPDR S&P Dividend ETF worth $2.19M as of Q1 2026.
  • Liberty One Investment Management bought 1,002 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $149K.
  • State Street SPDR S&P Dividend ETF made up 0.23% of Liberty One Investment Management's portfolio in Q1 2026, its #76 holding.
  • Liberty One Investment Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 26 quarters since.
  • Liberty One Investment Management's State Street SPDR S&P Dividend ETF position peaked at $2.66M in Q4 2021.
  • 1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.