Moneta Group Investment 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 | $40.9M | Sell |
280,481
-3,680
| -1% | -$548K | 0.31% | 46 |
|
|
2025
Q4 | $39.5M | Buy |
284,161
+11,184
| +4% | +$1.56M | 0.3% | 48 |
|
|
2025
Q3 | $38.2M | Sell |
272,977
-5,948
| -2% | -$830K | 0.3% | 48 |
|
|
2025
Q2 | $37.9M | Sell |
278,925
-47,486
| -15% | -$6.3M | 0.45% | 44 |
|
|
2025
Q1 | $44.3M | Sell |
326,411
-4,579
| -1% | -$616K | 0.61% | 37 |
|
|
2024
Q4 | $43.7M | Sell |
330,990
-16,127
| -5% | -$2.25M | 0.61% | 36 |
|
|
2024
Q3 | $49.3M | Sell |
347,117
-1,285
| -0.4% | -$174K | 0.72% | 34 |
|
|
2024
Q2 | $44.3M | Buy |
348,402
+2,286
| +0.7% | +$294K | 0.71% | 34 |
|
|
2024
Q1 | $45.4M | Buy |
346,116
+28,740
| +9% | +$3.61M | 0.74% | 35 |
|
|
2023
Q4 | $39.7M | Sell |
317,376
-8,316
| -3% | -$976K | 0.78% | 34 |
|
|
2023
Q3 | $37.5M | Sell |
325,692
-20,886
| -6% | -$2.55M | 0.85% | 32 |
|
|
2023
Q2 | $42.5M | Sell |
346,578
-1,421
| -0.4% | -$174K | 0.94% | 31 |
|
|
2023
Q1 | $43.1M | Buy |
347,999
+12,811
| +4% | +$1.61M | 1.03% | 26 |
|
|
2022
Q4 | $43.4M | Sell |
335,188
-7,440
| -2% | -$919K | 1.19% | 21 |
|
|
2022
Q3 | $38.2M | Sell |
342,628
-21,893
| -6% | -$2.7M | 1.46% | 17 |
|
|
2022
Q2 | $43.3M | Buy |
364,521
+22,401
| +7% | +$2.79M | 1.48% | 17 |
|
|
2022
Q1 | $43.8M | Sell |
342,120
-1,127
| -0.3% | -$142K | 1.72% | 16 |
|
|
2021
Q4 | $44.3M | Sell |
343,247
-19,041
| -5% | -$2.37M | 1.8% | 16 |
|
|
2021
Q3 | $42.6M | Sell |
362,288
-11,093
| -3% | -$1.36M | 1.96% | 14 |
|
|
2021
Q2 | $45.7M | Sell |
373,381
-14,800
| -4% | -$1.83M | 2.1% | 12 |
|
|
2021
Q1 | $45.8M | Buy |
388,181
+944
| +0.2% | +$106K | 2.42% | 6 |
|
|
2020
Q4 | $41M | Buy |
387,237
+2,432
| +0.6% | +$246K | 2.95% | 4 |
|
|
2020
Q3 | $35.6M | Sell |
384,805
-1,544
| -0.4% | -$146K | 3.09% | 4 |
|
|
2020
Q2 | $35.2M | Sell |
386,349
-213,926
| -36% | -$18.8M | 3.34% | 4 |
|
|
2020
Q1 | $47.9M | Sell |
600,275
-14,822
| -2% | -$1.46M | 4.99% | 2 |
|
|
2019
Q4 | $66.2M | Buy |
615,097
+22,612
| +4% | +$2.37M | 5.55% | 3 |
|
|
2019
Q3 | $60.8M | Buy |
592,485
+1,188
| +0.2% | +$120K | 5.68% | 3 |
|
|
2019
Q2 | $59.6M | Buy |
591,297
+88,209
| +18% | +$8.82M | 5.88% | 3 |
|
|
2019
Q1 | $50M | Sell |
503,088
-7,211
| -1% | -$693K | 5.23% | 4 |
|
|
2018
Q4 | $45.7M | Buy |
510,299
+30,915
| +6% | +$2.92M | 5.45% | 4 |
|
|
2018
Q3 | $46.9M | Buy |
479,384
+90,507
| +23% | +$8.77M | 4.8% | 5 |
|
|
2018
Q2 | $36M | Buy |
388,877
+63,415
| +19% | +$5.84M | 4.02% | 6 |
|
|
2018
Q1 | $29.7M | Sell |
325,462
-224
| -0.1% | -$20.9K | 3.95% | 6 |
|
|
2017
Q4 | $30.8M | Buy |
325,686
+1,174
| +0.4% | +$110K | 4.65% | 6 |
|
|
2017
Q3 | $29.6M | Sell |
324,512
-102
| -0% | -$9.14K | 4.61% | 6 |
|
|
2017
Q2 | $28.9M | Buy |
324,614
+5,485
| +2% | +$486K | 4.7% | 6 |
|
|
2017
Q1 | $28.1M | Buy |
319,129
+1,298
| +0.4% | +$113K | 5.58% | 6 |
|
|
2016
Q4 | $27.2M | Sell |
317,831
-14,151
| -4% | -$1.19M | 5.57% | 6 |
|
|
2016
Q3 | $28M | Buy |
331,982
+18,666
| +6% | +$1.59M | 6.36% | 5 |
|
|
2016
Q2 | $26.3M | Buy |
313,316
+13,377
| +4% | +$1.09M | 5.75% | 4 |
|
|
2016
Q1 | $24M | Buy |
299,939
+22,880
| +8% | +$1.7M | 5.33% | 5 |
|
|
2015
Q4 | $20.4M | Buy |
277,059
+21,107
| +8% | +$1.61M | 5.01% | 7 |
|
|
2015
Q3 | $18.5M | Buy |
255,952
+25,079
| +11% | +$1.89M | 5.14% | 6 |
|
|
2015
Q2 | $17.6M | Buy |
230,873
+787
| +0.3% | +$61.7K | 5.37% | 6 |
|
|
2015
Q1 | $18M | Buy |
230,086
+10,484
| +5% | +$822K | 7.71% | 3 |
|
|
2014
Q4 | $17.3M | Buy |
219,602
+11,921
| +6% | +$932K | 8.33% | 2 |
|
|
2014
Q3 | $15.6M | Buy |
207,681
+9,622
| +5% | +$730K | 8.1% | 3 |
|
|
2014
Q2 | $15.2M | Buy |
198,059
+23,921
| +14% | +$1.79M | 8.17% | 3 |
|
|
2014
Q1 | $12.8M | Buy |
174,138
+22,715
| +15% | +$1.63M | 7.56% | 4 |
|
|
2013
Q4 | $11M | Buy |
151,423
+5,495
| +4% | +$395K | 6.63% | 4 |
|
|
2013
Q3 | $10.1M | Buy |
145,928
+7,728
| +6% | +$533K | 6.63% | 4 |
|
|
2013
Q2 | $9.16M | Buy |
+138,200
| New | +$9.31M | 6.46% | 4 |
|
Other funds holding SDY
JIC
Moneta Group Investment Advisors's SDY Position: Q1 2026 in Review
Moneta Group Investment Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.3% in Q1 2026, selling an estimated $548K and leaving 280,481 shares worth $40.9M. The position accounts for 0.31% of the portfolio, ranked #46.
Moneta Group Investment Advisors first reported a position in SDY in Q2 2013 and has held it in 52 quarters since. The position peaked at $66.2M in Q4 2019. 1,234 funds tracked by Wall St. Rank hold SDY as of Q1 2026.
- Moneta Group Investment Advisors held 280,481 shares of State Street SPDR S&P Dividend ETF worth $40.9M as of Q1 2026.
- Moneta Group Investment Advisors sold 3,680 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $548K.
- State Street SPDR S&P Dividend ETF made up 0.31% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #46 holding.
- Moneta Group Investment Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and has held it in 52 quarters since.
- Moneta Group Investment Advisors's State Street SPDR S&P Dividend ETF position peaked at $66.2M in Q4 2019.
- 1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.
Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.