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LS Investment Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

LS Investment Advisors’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
Q2 		$564K Hold
3,705
– – 0.08% 101
2026
Q1 		$541K Sell
3,705
-150
-4% -$22.4K 0.08% 96
2025
Q4 		$536K Sell
3,855
-300
-7% -$41.7K 0.08% 105
2025
Q3 		$582K Sell
4,155
-1,045
-20% -$146K 0.08% 103
2025
Q2 		$706K Hold
5,200
– – 0.1% 95
2025
Q1 		$706K Sell
5,200
-465
-8% -$62.5K 0.11% 91
2024
Q4 		$748K Hold
5,665
– – 0.11% 91
2024
Q3 		$805K Hold
5,665
– – 0.12% 91
2024
Q2 		$720K Sell
5,665
-351
-6% -$45.2K 0.11% 93
2024
Q1 		$790K Sell
6,016
-1,137
-16% -$143K 0.13% 90
2023
Q4 		$894K Hold
7,153
– – 0.16% 84
2023
Q3 		$823K Hold
7,153
– – 0.15% 78
2023
Q2 		$877K Sell
7,153
-7,042
-50% -$860K 0.15% 74
2023
Q1 		$1.76M Sell
14,195
-648
-4% -$81.5K 0.33% 57
2022
Q4 		$1.86M Sell
14,843
-48
-0.3% -$5.93K 0.36% 53
2022
Q3 		$1.66M Buy
14,891
+2
+0% +$246 0.34% 55
2022
Q2 		$1.77M Buy
14,889
+2
+0% +$249 0.33% 55
2022
Q1 		$1.91M Sell
14,887
-109
-0.7% -$13.8K 0.3% 59
2021
Q4 		$1.94M Sell
14,996
-897
-6% -$112K 0.29% 57
2021
Q3 		$1.87M Sell
15,893
-4,388
-22% -$537K 0.24% 59
2021
Q2 		$2.48M Sell
20,281
-3,329
-14% -$411K 0.31% 56
2021
Q1 		$2.79M Sell
23,610
-322
-1% -$36.1K 0.16% 141
2020
Q4 		$2.54M Buy
23,932
+1,445
+6% +$146K 0.13% 152
2020
Q3 		$2.08M Sell
22,487
-464
-2% -$43.8K 0.12% 161
2020
Q2 		$2.09M Sell
22,951
-1,800
-7% -$158K 0.13% 150
2020
Q1 		$1.98M Sell
24,751
-29,572
-54% -$2.92M 0.14% 148
2019
Q4 		$5.84M Sell
54,323
-27,628
-34% -$2.9M 0.32% 79
2019
Q3 		$8.41M Buy
81,951
+654
+0.8% +$65.9K 0.49% 46
2019
Q2 		$8.2M Sell
81,297
-25
-0% -$2.5K 0.5% 46
2019
Q1 		$8.08M Buy
81,322
+3,859
+5% +$371K 0.5% 45
2018
Q4 		$6.93M Sell
77,463
-7,423
-9% -$700K 0.48% 49
2018
Q3 		$8.31M Buy
84,886
+9,777
+13% +$948K 0.48% 49
2018
Q2 		$6.96M Buy
75,109
+22,155
+42% +$2.04M 0.42% 50
2018
Q1 		$4.83M Buy
52,954
+2,751
+5% +$257K 0.29% 74
2017
Q4 		$4.74M Buy
50,203
+5,036
+11% +$472K 0.28% 80
2017
Q3 		$4.13M Buy
45,167
+5,252
+13% +$471K 0.25% 91
2017
Q2 		$3.55M Buy
39,915
+3,626
+10% +$321K 0.22% 95
2017
Q1 		$3.2M Buy
36,289
+19,117
+111% +$1.67M 0.2% 103
2016
Q4 		$1.47M Hold
17,172
– – 0.1% 204
2016
Q3 		$1.45M Buy
17,172
+407
+2% +$34.7K 0.11% 192
2016
Q2 		$1.41M Hold
16,765
– – 0.1% 208
2016
Q1 		$1.34M Sell
16,765
-648
-4% -$48K 0.1% 207
2015
Q4 		$1.28M Sell
17,413
-2,943
-14% -$224K 0.1% 201
2015
Q3 		$1.47M Buy
20,356
+9
+0% +$677 0.12% 185
2015
Q2 		$1.55M Buy
20,347
+9,475
+87% +$743K 0.12% 185
2015
Q1 		$850K Sell
10,872
-4,583
-30% -$359K 0.06% 251
2014
Q4 		$1.22M Buy
15,455
+985
+7% +$77K 0.1% 198
2014
Q3 		$1.08M Buy
14,470
+1,480
+11% +$112K 0.09% 194
2014
Q2 		$995K Buy
12,990
+1,500
+13% +$112K 0.08% 197
2014
Q1 		$845K Sell
11,490
-7,327
-39% -$527K 0.07% 218
2013
Q4 		$1.37M Buy
18,817
+1,200
+7% +$86.3K 0.12% 153
2013
Q3 		$1.22M Sell
17,617
-3,600
-17% -$248K 0.15% 118
2013
Q2 		$1.41M Buy
+21,217
New +$1.43M 0.18% 111

Other funds holding SDY

WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
RPWA
Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

LS Investment Advisors's SDY Position: Q2 2026 in Review

LS Investment Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 3,705 shares worth $564K. The position accounts for 0.08% of the portfolio, ranked #101.

LS Investment Advisors first reported a position in SDY in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.41M in Q3 2019. 321 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • LS Investment Advisors held 3,705 shares of State Street SPDR S&P Dividend ETF worth $564K as of Q2 2026.
  • LS Investment Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P Dividend ETF made up 0.08% of LS Investment Advisors's portfolio in Q2 2026, its #101 holding.
  • LS Investment Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and has held it in 53 quarters since.
  • LS Investment Advisors's State Street SPDR S&P Dividend ETF position peaked at $8.41M in Q3 2019.
  • 321 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on LS Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.