Louisbourg Investments’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
Q2
$70K Sell
460
-40
-8% -$5.96K 0.01% 141
2026
Q1
$73K Sell
500
-135
-21% -$20.1K 0.01% 149
2025
Q4
$88.4K Sell
635
-50
-7% -$6.96K 0.02% 144
2025
Q3
$95.9K Buy
+685
New +$95.6K 0.02% 138

Other funds holding SDY

Louisbourg Investments's SDY Position: Q2 2026 in Review

Louisbourg Investments reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 8% in Q2 2026, selling an estimated $5.96K and leaving 460 shares worth $70K. The position accounts for 0.01% of the portfolio, ranked #141.

Louisbourg Investments first reported a position in SDY in Q3 2025 and has held it in 4 quarters since. The position peaked at $95.9K in Q3 2025. 979 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Louisbourg Investments held 460 shares of State Street SPDR S&P Dividend ETF worth $70K as of Q2 2026.
  • Louisbourg Investments sold 40 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $5.96K.
  • State Street SPDR S&P Dividend ETF made up 0.01% of Louisbourg Investments's portfolio in Q2 2026, its #141 holding.
  • Louisbourg Investments first reported a position in State Street SPDR S&P Dividend ETF in Q3 2025 and has held it in 4 quarters since.
  • Louisbourg Investments's State Street SPDR S&P Dividend ETF position peaked at $95.9K in Q3 2025.
  • 979 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Louisbourg Investments's 13F filing for Q2 2026, filed 23 Jul 2026.