Martin Capital Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Martin Capital Partners’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	$599K	Sell	3,937 -259	-6%	-$38.6K	0.22%	49
2026 Q1	$612K	Sell	4,196 -2,477	-37%	-$369K	0.23%	49
2025 Q4	$929K	Buy	6,673 +2,221	+50%	+$309K	0.35%	46
2025 Q3	$624K	Buy	4,452 +106	+2%	+$14.8K	0.24%	51
2025 Q2	$590K	Buy	+4,346	New	+$576K	0.23%	55
2025 Q1	–	Sell	-3,045	Closed	-$402K	–	59
2024 Q4	$402K	Buy	+3,045	New	+$425K	0.48%	45
2024 Q1	–	Sell	-18,961	Closed	-$2.37M	–	71
2023 Q4	$2.37M	Buy	18,961 +15,102	+391%	+$1.77M	0.97%	41
2023 Q3	$444K	Sell	3,859 -182	-5%	-$22.2K	0.19%	61
2023 Q2	$495K	Sell	4,041 -226	-5%	-$27.6K	0.2%	60
2023 Q1	$528K	Sell	4,267 -11,463	-73%	-$1.44M	0.22%	57
2022 Q4	$1.97M	Buy	15,730 +11,699	+290%	+$1.44M	0.81%	40
2022 Q3	$449K	Buy	4,031 +1,246	+45%	+$153K	0.21%	61
2022 Q2	$331K	Buy	2,785 +8	+0.3%	+$998	0.16%	61
2022 Q1	$356K	Buy	2,777 +37	+1%	+$4.68K	0.16%	60
2021 Q4	$354K	Buy	2,740 +44	+2%	+$5.48K	0.17%	62
2021 Q3	$317K	Hold	2,696	–	–	0.16%	63
2021 Q2	$330K	Buy	2,696 +112	+4%	+$13.8K	0.17%	59
2021 Q1	$305K	Sell	2,584 -13	-0.5%	-$1.46K	0.16%	61
2020 Q4	$275K	Sell	2,597 -94	-3%	-$9.51K	0.16%	61
2020 Q3	$249K	Sell	2,691 -124	-4%	-$11.7K	0.17%	56
2020 Q2	$257K	Hold	2,815	–	–	0.18%	54
2020 Q1	$225K	Hold	2,815	–	–	0.17%	51
2019 Q4	$303K	Buy	2,815 +251	+10%	+$26.3K	0.18%	51
2019 Q3	$263K	Sell	2,564 -20	-0.8%	-$2.02K	0.18%	47
2019 Q2	$261K	Sell	2,584 -377	-13%	-$37.7K	0.18%	46
2019 Q1	$294K	Sell	2,961 -1,849	-38%	-$178K	0.23%	45
2018 Q4	$431K	Buy	4,810 +2,044	+74%	+$193K	0.4%	45
2018 Q3	$271K	Buy	2,766 +494	+22%	+$47.9K	0.24%	51
2018 Q2	$211K	Hold	2,272	–	–	0.22%	44
2018 Q1	$207K	Buy	+2,272	New	+$212K	0.21%	43

Other funds holding SDY

WFM

Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

KIA

Koenig Investment Advisory Ashland, Oregon $129M AUM

Martin Capital Partners's SDY Position: Q2 2026 in Review

Martin Capital Partners reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 6.2% in Q2 2026, selling an estimated $38.6K and leaving 3,937 shares worth $599K. The position accounts for 0.22% of the portfolio, ranked #49.

Martin Capital Partners first reported a position in SDY in Q1 2018 and has held it in 30 quarters since. The position peaked at $2.37M in Q4 2023. 198 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Martin Capital Partners held 3,937 shares of State Street SPDR S&P Dividend ETF worth $599K as of Q2 2026.
Martin Capital Partners sold 259 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $38.6K.
State Street SPDR S&P Dividend ETF made up 0.22% of Martin Capital Partners's portfolio in Q2 2026, its #49 holding.
Martin Capital Partners first reported a position in State Street SPDR S&P Dividend ETF in Q1 2018 and has held it in 30 quarters since.
Martin Capital Partners's State Street SPDR S&P Dividend ETF position peaked at $2.37M in Q4 2023.
198 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Martin Capital Partners's 13F filing for Q2 2026, filed 7 Jul 2026.