Lido Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.51M | Buy |
51,435
+8,484
| +20% | +$1.26M | 0.02% | 374 |
|
|
2025
Q4 | $6.01M | Buy |
42,951
+1,547
| +4% | +$215K | 0.02% | 415 |
|
|
2025
Q3 | $5.8M | Buy |
41,404
+3,115
| +8% | +$435K | 0.02% | 410 |
|
|
2025
Q2 | $5.2M | Buy |
38,289
+4,368
| +13% | +$579K | 0.02% | 361 |
|
|
2025
Q1 | $4.6M | Sell |
33,921
-250
| -0.7% | -$33.6K | 0.02% | 358 |
|
|
2024
Q4 | $4.51M | Sell |
34,171
-7,185
| -17% | -$1M | 0.02% | 344 |
|
|
2024
Q3 | $5.87M | Buy |
41,356
+860
| +2% | +$116K | 0.03% | 291 |
|
|
2024
Q2 | $5.15M | Sell |
40,496
-1,469
| -4% | -$189K | 0.03% | 285 |
|
|
2024
Q1 | $5.51M | Sell |
41,965
-4,404
| -9% | -$553K | 0.03% | 268 |
|
|
2023
Q4 | $5.79M | Sell |
46,369
-54
| -0.1% | -$6.34K | 0.04% | 244 |
|
|
2023
Q3 | $5.34M | Sell |
46,423
-4,170
| -8% | -$509K | 0.04% | 224 |
|
|
2023
Q2 | $6.2M | Sell |
50,593
-43,113
| -46% | -$5.27M | 0.04% | 193 |
|
|
2023
Q1 | $11.6M | Buy |
93,706
+84,581
| +927% | +$10.6M | 0.11% | 112 |
|
|
2022
Q4 | $1.14M | Sell |
9,125
-114
| -1% | -$14.1K | 0.01% | 382 |
|
|
2022
Q3 | $1.03M | Sell |
9,239
-3,731
| -29% | -$460K | 0.01% | 360 |
|
|
2022
Q2 | $1.54M | Buy |
12,970
+1,690
| +15% | +$211K | 0.02% | 262 |
|
|
2022
Q1 | $1.45M | Buy |
11,280
+242
| +2% | +$30.6K | 0.02% | 316 |
|
|
2021
Q4 | $1.43M | Sell |
11,038
-76
| -0.7% | -$9.46K | 0.02% | 339 |
|
|
2021
Q3 | $1.31M | Sell |
11,114
-5,296
| -32% | -$649K | 0.02% | 342 |
|
|
2021
Q2 | $2.01M | Buy |
16,410
+992
| +6% | +$123K | 0.03% | 260 |
|
|
2021
Q1 | $1.82M | Sell |
15,418
-156
| -1% | -$17.5K | 0.03% | 234 |
|
|
2020
Q4 | $1.65M | Buy |
15,574
+3,616
| +30% | +$366K | 0.03% | 236 |
|
|
2020
Q3 | $1.1M | Sell |
11,958
-3,388
| -22% | -$320K | 0.03% | 244 |
|
|
2020
Q2 | $1.4M | Sell |
15,346
-1,019
| -6% | -$89.6K | 0.04% | 197 |
|
|
2020
Q1 | $1.31M | Sell |
16,365
-518
| -3% | -$51.1K | 0.06% | 189 |
|
|
2019
Q4 | $1.82M | Buy |
16,883
+81
| +0.5% | +$8.5K | 0.07% | 162 |
|
|
2019
Q3 | $1.72M | Sell |
16,802
-70,259
| -81% | -$7.08M | 0.09% | 143 |
|
|
2019
Q2 | $8.78M | Buy |
87,061
+69,051
| +383% | +$6.9M | 0.5% | 36 |
|
|
2019
Q1 | $1.79M | Buy |
18,010
+6,954
| +63% | +$668K | 0.12% | 114 |
|
|
2018
Q4 | $989K | Buy |
11,056
+194
| +2% | +$18.3K | 0.1% | 130 |
|
|
2018
Q3 | $1.06M | Buy |
10,862
+993
| +10% | +$96.2K | 0.1% | 115 |
|
|
2018
Q2 | $914K | Sell |
9,869
-1,548
| -14% | -$143K | 0.11% | 122 |
|
|
2018
Q1 | $1.04M | Buy |
11,417
+586
| +5% | +$54.8K | 0.14% | 96 |
|
|
2017
Q4 | $1.02M | Sell |
10,831
-164
| -1% | -$15.4K | 0.15% | 84 |
|
|
2017
Q3 | $1.02M | Buy |
10,995
+1,904
| +21% | +$171K | 0.16% | 78 |
|
|
2017
Q2 | $808K | Hold |
9,091
| – | – | 0.17% | 74 |
|
|
2017
Q1 | $803K | Sell |
9,091
-167
| -2% | -$14.6K | 0.22% | 69 |
|
|
2016
Q4 | $792K | Sell |
9,258
-917
| -9% | -$77K | 0.2% | 52 |
|
|
2016
Q3 | $858K | Buy |
10,175
+427
| +4% | +$36.4K | 0.26% | 37 |
|
|
2016
Q2 | $818K | Sell |
9,748
-5,854
| -38% | -$476K | 0.25% | 40 |
|
|
2016
Q1 | $1.25M | Buy |
+15,602
| New | +$1.16M | 0.42% | 18 |
|
Other funds holding SDY
JIC
Lido Advisors's SDY Position: Q1 2026 in Review
Lido Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 20% in Q1 2026, buying an estimated $1.26M and bringing the position to 51,435 shares worth $7.51M. The position accounts for 0.02% of the portfolio, ranked #374.
Lido Advisors first reported a position in SDY in Q1 2016 and has held it in 41 quarters since. The position peaked at $11.6M in Q1 2023. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.
- Lido Advisors held 51,435 shares of State Street SPDR S&P Dividend ETF worth $7.51M as of Q1 2026.
- Lido Advisors bought 8,484 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $1.26M.
- State Street SPDR S&P Dividend ETF made up 0.02% of Lido Advisors's portfolio in Q1 2026, its #374 holding.
- Lido Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q1 2016 and has held it in 41 quarters since.
- Lido Advisors's State Street SPDR S&P Dividend ETF position peaked at $11.6M in Q1 2023.
- 1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.