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

Loudon 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
2025
Q3 		– Sell
-1,651
Closed -$224K – 98
2025
Q2 		$224K Sell
1,651
-536
-25% -$71.1K 0.12% 95
2025
Q1 		$297K Buy
2,187
+17
+0.8% +$2.29K 0.17% 85
2024
Q4 		$287K Sell
2,170
-840
-28% -$117K 0.16% 86
2024
Q3 		$428K Buy
3,010
+20
+0.7% +$2.71K 0.23% 75
2024
Q2 		$380K Hold
2,990
– – 0.22% 77
2024
Q1 		$392K Sell
2,990
-55
-2% -$6.9K 0.23% 76
2023
Q4 		$381K Hold
3,045
– – 0.24% 77
2023
Q3 		$350K Hold
3,045
– – 0.24% 79
2023
Q2 		$373K Buy
3,045
+3
+0.1% +$366 0.25% 78
2023
Q1 		$376K Sell
3,042
-202
-6% -$25.4K 0.26% 76
2022
Q4 		$406K Hold
3,244
– – 0.29% 72
2022
Q3 		$362K Sell
3,244
-2,850
-47% -$351K 0.29% 70
2022
Q2 		$723K Sell
6,094
-300
-5% -$37.4K 0.54% 54
2022
Q1 		$819K Buy
6,394
+5
+0.1% +$632 0.54% 51
2021
Q4 		$825K Buy
6,389
+10
+0.2% +$1.24K 0.53% 52
2021
Q3 		$750K Buy
6,379
+37
+0.6% +$4.53K 0.53% 54
2021
Q2 		$775K Buy
6,342
+200
+3% +$24.7K 0.53% 51
2021
Q1 		$725K Sell
6,142
-1,595
-21% -$179K 0.52% 50
2020
Q4 		$820K Sell
7,737
-125
-2% -$12.6K 0.64% 43
2020
Q3 		$726K Buy
7,862
+325
+4% +$30.6K 0.61% 42
2020
Q2 		$687K Hold
7,537
– – 0.59% 47
2020
Q1 		$602K Buy
7,537
+25
+0.3% +$2.47K 0.63% 46
2019
Q4 		$808K Hold
7,512
– – 0.63% 46
2019
Q3 		$771K Buy
7,512
+200
+3% +$20.2K 0.65% 46
2019
Q2 		$738K Hold
7,312
– – 0.63% 48
2019
Q1 		$727K Hold
7,312
– – 0.64% 46
2018
Q4 		$655K Buy
7,312
+1,700
+30% +$160K 0.62% 50
2018
Q3 		$550K Buy
5,612
+335
+6% +$32.5K 0.44% 61
2018
Q2 		$489K Buy
5,277
+550
+12% +$50.6K 0.39% 61
2018
Q1 		$431K Sell
4,727
-2,028
-30% -$190K 0.34% 62
2017
Q4 		$638K Sell
6,755
-780
-10% -$73.1K 0.48% 50
2017
Q3 		$688K Sell
7,535
-4,550
-38% -$408K 0.54% 50
2017
Q2 		$1.07M Sell
12,085
-3,776
-24% -$335K 0.82% 44
2017
Q1 		$1.4M Sell
15,861
-13,025
-45% -$1.14M 1.06% 34
2016
Q4 		$2.47M Buy
28,886
+13,975
+94% +$1.17M 1.93% 23
2016
Q3 		$1.26M Buy
14,911
+5,116
+52% +$436K 0.98% 34
2016
Q2 		$822K Sell
9,795
-350
-3% -$28.5K 0.66% 42
2016
Q1 		$811K Sell
10,145
-1,665
-14% -$123K 0.65% 40
2015
Q4 		$869K Buy
11,810
+8,075
+216% +$616K 0.7% 38
2015
Q3 		$270K Buy
3,735
+635
+20% +$47.8K 0.23% 66
2015
Q2 		$236K Buy
+3,100
New +$243K 0.18% 73

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Loudon Investment Management's SDY Position: Q3 2025 in Review

Loudon Investment Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2025, closing a stake of 1,651 shares — an estimated $224K sold.

Loudon Investment Management first reported a position in SDY in Q2 2015 and held it in 41 quarters. The position peaked at $2.47M in Q4 2016. 1,172 funds tracked by Wall St. Rank hold SDY as of Q3 2025.

  • Loudon Investment Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2025 after selling out during the quarter.
  • Loudon Investment Management sold 1,651 State Street SPDR S&P Dividend ETF shares in Q3 2025, an estimated $224K.
  • Loudon Investment Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2015 and held it in 41 quarters.
  • Loudon Investment Management's State Street SPDR S&P Dividend ETF position peaked at $2.47M in Q4 2016.
  • 1,172 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2025.

Based on Loudon Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.