Neumann Capital Management’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 | – | Sell |
-28,688
| Closed | -$4.19M | – | 94 |
|
|
2026
Q1 | $4.19M | Sell |
28,688
-4,027
| -12% | -$600K | 1.23% | 22 |
|
|
2025
Q4 | $4.55M | Sell |
32,715
-185
| -0.6% | -$25.7K | 1.32% | 18 |
|
|
2025
Q3 | $4.61M | Sell |
32,900
-1,208
| -4% | -$169K | 1.35% | 15 |
|
|
2025
Q2 | $4.63M | Sell |
34,108
-630
| -2% | -$83.5K | 1.46% | 15 |
|
|
2025
Q1 | $4.71M | Sell |
34,738
-5,270
| -13% | -$709K | 1.63% | 13 |
|
|
2024
Q4 | $5.29M | Sell |
40,008
-5,400
| -12% | -$754K | 1.76% | 13 |
|
|
2024
Q3 | $6.45M | Sell |
45,408
-27,398
| -38% | -$3.71M | 2.15% | 13 |
|
|
2024
Q2 | $9.26M | Buy |
72,806
+300
| +0.4% | +$38.6K | 3.18% | 9 |
|
|
2024
Q1 | $9.52M | Buy |
72,506
+927
| +1% | +$116K | 3.39% | 9 |
|
|
2023
Q4 | $8.95M | Sell |
71,579
-310
| -0.4% | -$36.4K | 3.55% | 8 |
|
|
2023
Q3 | $8.27M | Sell |
71,889
-1,130
| -2% | -$138K | 3.6% | 9 |
|
|
2023
Q2 | $8.95M | Buy |
73,019
+2,690
| +4% | +$329K | 3.71% | 10 |
|
|
2023
Q1 | $8.7M | Buy |
70,329
+220
| +0.3% | +$27.7K | 3.82% | 8 |
|
|
2022
Q4 | $8.77M | Buy |
70,109
+690
| +1% | +$85.2K | 4.12% | 7 |
|
|
2022
Q3 | $7.74M | Buy |
69,419
+3,060
| +5% | +$377K | 3.98% | 5 |
|
|
2022
Q2 | $7.88M | Buy |
66,359
+2,100
| +3% | +$262K | 3.99% | 6 |
|
|
2022
Q1 | $8.23M | Buy |
64,259
+1,403
| +2% | +$177K | 3.5% | 8 |
|
|
2021
Q4 | $8.12M | Sell |
62,856
-270
| -0.4% | -$33.6K | 3.31% | 9 |
|
|
2021
Q3 | $7.42M | Sell |
63,126
-690
| -1% | -$84.5K | 3.33% | 9 |
|
|
2021
Q2 | $7.8M | Sell |
63,816
-400
| -0.6% | -$49.4K | 3.5% | 8 |
|
|
2021
Q1 | $7.58M | Sell |
64,216
-50
| -0.1% | -$5.61K | 3.6% | 8 |
|
|
2020
Q4 | $6.81M | Buy |
64,266
+1,000
| +2% | +$101K | 3.44% | 9 |
|
|
2020
Q3 | $5.85M | Sell |
63,266
-200
| -0.3% | -$18.9K | 3.36% | 9 |
|
|
2020
Q2 | $5.79M | Buy |
63,466
+1,770
| +3% | +$156K | 3.54% | 9 |
|
|
2020
Q1 | $4.93M | Buy |
61,696
+2,945
| +5% | +$290K | 3.59% | 10 |
|
|
2019
Q4 | $6.32M | Sell |
58,751
-80
| -0.1% | -$8.4K | 3.67% | 9 |
|
|
2019
Q3 | $6.04M | Buy |
58,831
+165
| +0.3% | +$16.6K | 3.73% | 8 |
|
|
2019
Q2 | $5.92M | Buy |
58,666
+840
| +1% | +$84K | 3.67% | 8 |
|
|
2019
Q1 | $5.75M | Sell |
57,826
-327
| -0.6% | -$31.4K | 3.68% | 9 |
|
|
2018
Q4 | $5.21M | Sell |
58,153
-356
| -0.6% | -$33.6K | 3.92% | 6 |
|
|
2018
Q3 | $5.73M | Buy |
58,509
+40
| +0.1% | +$3.88K | 3.37% | 8 |
|
|
2018
Q2 | $5.42M | Buy |
58,469
+765
| +1% | +$70.4K | 3.4% | 8 |
|
|
2018
Q1 | $5.26M | Sell |
57,704
-432
| -0.7% | -$40.4K | 3.35% | 7 |
|
|
2017
Q4 | $5.49M | Sell |
58,136
-4,270
| -7% | -$400K | 3.36% | 6 |
|
|
2017
Q3 | $5.7M | Sell |
62,406
-370
| -0.6% | -$33.1K | 3.53% | 6 |
|
|
2017
Q2 | $5.58M | Sell |
62,776
-3,119
| -5% | -$276K | 3.59% | 8 |
|
|
2017
Q1 | $5.81M | Buy |
65,895
+300
| +0.5% | +$26.2K | 3.77% | 7 |
|
|
2016
Q4 | $5.61M | Sell |
65,595
-1,860
| -3% | -$156K | 3.62% | 7 |
|
|
2016
Q3 | $5.69M | Sell |
67,455
-1,055
| -2% | -$89.9K | 3.78% | 8 |
|
|
2016
Q2 | $5.75M | Buy |
68,510
+600
| +0.9% | +$48.8K | 3.82% | 8 |
|
|
2016
Q1 | $5.43M | Buy |
67,910
+3,245
| +5% | +$240K | 3.57% | 8 |
|
|
2015
Q4 | $4.76M | Sell |
64,665
-2,850
| -4% | -$217K | 3.31% | 9 |
|
|
2015
Q3 | $4.87M | Buy |
67,515
+1,070
| +2% | +$80.5K | 3.44% | 9 |
|
|
2015
Q2 | $5.06M | Sell |
66,445
-2,150
| -3% | -$168K | 3.24% | 10 |
|
|
2015
Q1 | $5.36M | Buy |
68,595
+1,000
| +1% | +$78.4K | 3.42% | 9 |
|
|
2014
Q4 | $5.33M | Buy |
+67,595
| New | +$5.28M | 3.47% | 8 |
|
Other funds holding SDY
BEI
MSA
KAS
WFM
KA
NAS
Neumann Capital Management's SDY Position: Q2 2026 in Review
Neumann Capital Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2026, closing a stake of 28,688 shares — an estimated $4.19M sold.
Neumann Capital Management first reported a position in SDY in Q4 2014 and held it in 46 quarters. The position peaked at $9.52M in Q1 2024. 620 funds tracked by Wall St. Rank hold SDY as of Q2 2026.
- Neumann Capital Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2026 after selling out during the quarter.
- Neumann Capital Management sold 28,688 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $4.19M.
- Neumann Capital Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2014 and held it in 46 quarters.
- Neumann Capital Management's State Street SPDR S&P Dividend ETF position peaked at $9.52M in Q1 2024.
- 620 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.
Based on Neumann Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.