NewEdge 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 | $9.04M | Sell |
61,946
-15,745
| -20% | -$2.35M | 0.03% | 479 |
|
|
2025
Q4 | $10.8M | Sell |
77,691
-5,558
| -7% | -$773K | 0.04% | 409 |
|
|
2025
Q3 | $11.7M | Buy |
83,249
+18,026
| +28% | +$2.51M | 0.05% | 356 |
|
|
2025
Q2 | $8.85M | Buy |
65,223
+2,192
| +3% | +$291K | 0.05% | 397 |
|
|
2025
Q1 | $8.55M | Sell |
63,031
-9,851
| -14% | -$1.32M | 0.05% | 362 |
|
|
2024
Q4 | $9.63M | Sell |
72,882
-621
| -0.8% | -$86.7K | 0.06% | 318 |
|
|
2024
Q3 | $10.4M | Buy |
73,503
+1,087
| +2% | +$147K | 0.07% | 284 |
|
|
2024
Q2 | $9.21M | Sell |
72,416
-919
| -1% | -$118K | 0.07% | 279 |
|
|
2024
Q1 | $9.62M | Sell |
73,335
-5,250
| -7% | -$659K | 0.08% | 233 |
|
|
2023
Q4 | $9.78M | Sell |
78,585
-25,157
| -24% | -$2.95M | 0.09% | 212 |
|
|
2023
Q3 | $11.9M | Sell |
103,742
-5,239
| -5% | -$639K | 0.13% | 159 |
|
|
2023
Q2 | $13.4M | Sell |
108,981
-5,346
| -5% | -$653K | 0.15% | 143 |
|
|
2023
Q1 | $14.1M | Sell |
114,327
-2,935
| -3% | -$369K | 0.18% | 127 |
|
|
2022
Q4 | $11.9M | Sell |
117,262
-2,374
| -2% | -$293K | 0.32% | 65 |
|
|
2022
Q3 | $13.3M | Buy |
119,636
+990
| +0.8% | +$122K | 0.22% | 117 |
|
|
2022
Q2 | $14.1M | Buy |
118,646
+37,823
| +47% | +$4.72M | 0.23% | 104 |
|
|
2022
Q1 | $10.4M | Sell |
80,823
-2,210
| -3% | -$279K | 0.17% | 141 |
|
|
2021
Q4 | $10.7M | Buy |
83,033
+58,395
| +237% | +$7.27M | 0.16% | 132 |
|
|
2021
Q3 | $2.9M | Sell |
24,638
-10,296
| -29% | -$1.26M | 0.07% | 248 |
|
|
2021
Q2 | $4.27M | Sell |
34,934
-1,766
| -5% | -$218K | 0.11% | 188 |
|
|
2021
Q1 | $4.33M | Sell |
36,700
-9,772
| -21% | -$1.1M | 0.13% | 171 |
|
|
2020
Q4 | $4.92M | Buy |
46,472
+8,369
| +22% | +$847K | 0.16% | 132 |
|
|
2020
Q3 | $3.52M | Sell |
38,103
-219
| -0.6% | -$20.7K | 0.12% | 171 |
|
|
2020
Q2 | $3.5M | Sell |
38,322
-1,972
| -5% | -$173K | 0.14% | 150 |
|
|
2020
Q1 | $3.22M | Sell |
40,294
-3,134
| -7% | -$309K | 0.16% | 133 |
|
|
2019
Q4 | $4.67M | Sell |
43,428
-676
| -2% | -$71K | 0.19% | 126 |
|
|
2019
Q3 | $4.53M | Buy |
44,104
+881
| +2% | +$88.8K | 0.2% | 117 |
|
|
2019
Q2 | $4.36M | Sell |
43,223
-1,439
| -3% | -$144K | 0.27% | 95 |
|
|
2019
Q1 | $4.44M | Buy |
44,662
+430
| +1% | +$41.3K | 0.29% | 90 |
|
|
2018
Q4 | $3.96K | Buy |
44,232
+2,500
| +6% | +$236K | 0.26% | 92 |
|
|
2018
Q3 | $4.09M | Sell |
41,732
-3,846
| -8% | -$373K | 0.31% | 85 |
|
|
2018
Q2 | $4.22K | Buy |
45,578
+30,250
| +197% | +$2.79M | 0.39% | 76 |
|
|
2018
Q1 | $1.37M | Sell |
15,328
-287
| -2% | -$26.8K | 0.16% | 150 |
|
|
2017
Q4 | $1.49M | Buy |
+15,615
| New | +$1.46M | 0.2% | 114 |
|
|
2017
Q3 | – | Sell |
-2,561
| Closed | -$227K | – | 989 |
|
|
2017
Q2 | $227K | Buy |
+2,561
| New | +$227K | 0.04% | 294 |
|
|
2016
Q1 | – | Sell |
-43,831
| Closed | -$3.23M | – | 61 |
|
|
2015
Q4 | $3.23M | Sell |
43,831
-523
| -1% | -$39.9K | 2.66% | 9 |
|
|
2015
Q3 | $3.2M | Buy |
44,354
+210
| +0.5% | +$15.8K | 3.44% | 4 |
|
|
2015
Q2 | $3.36M | Buy |
44,144
+155
| +0.4% | +$12.1K | 2.85% | 9 |
|
|
2015
Q1 | $3.44M | Buy |
43,989
+208
| +0.5% | +$16.3K | 2.45% | 11 |
|
|
2014
Q4 | $3.45M | Buy |
+43,781
| New | +$3.42M | 2.67% | 8 |
|
Other funds holding SDY
JIC
NewEdge Advisors's SDY Position: Q1 2026 in Review
NewEdge Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 20% in Q1 2026, selling an estimated $2.35M and leaving 61,946 shares worth $9.04M. The position accounts for 0.03% of the portfolio, ranked #479.
NewEdge Advisors first reported a position in SDY in Q4 2014 and has held it in 40 quarters since. The position peaked at $14.1M in Q1 2023. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.
- NewEdge Advisors held 61,946 shares of State Street SPDR S&P Dividend ETF worth $9.04M as of Q1 2026.
- NewEdge Advisors sold 15,745 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $2.35M.
- State Street SPDR S&P Dividend ETF made up 0.03% of NewEdge Advisors's portfolio in Q1 2026, its #479 holding.
- NewEdge Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2014 and has held it in 40 quarters since.
- NewEdge Advisors's State Street SPDR S&P Dividend ETF position peaked at $14.1M in Q1 2023.
- 1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.
Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.