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Newman Dignan & Sheerar Inc’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Newman Dignan & Sheerar Inc’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 		$1.69M Sell
11,095
-2,477
-18% -$369K 0.32% 60
2026
Q1 		$1.98M Sell
13,572
-109
-0.8% -$16.2K 0.42% 54
2025
Q4 		$1.9M Sell
13,681
-4,726
-26% -$658K 0.4% 53
2025
Q3 		$2.58M Sell
18,407
-607
-3% -$84.7K 0.56% 46
2025
Q2 		$2.58M Sell
19,014
-25
-0.1% -$3.31K 0.59% 45
2025
Q1 		$2.58M Sell
19,039
-1,194
-6% -$161K 0.71% 37
2024
Q4 		$2.67M Sell
20,233
-184
-0.9% -$25.7K 0.68% 39
2024
Q3 		$2.87M Sell
20,417
-72
-0.4% -$9.74K 0.69% 38
2024
Q2 		$2.61M Sell
20,489
-667
-3% -$85.9K 0.67% 39
2024
Q1 		$2.78M Sell
21,156
-1,731
-8% -$217K 0.74% 39
2023
Q4 		$2.86M Sell
22,887
-4,084
-15% -$479K 0.86% 35
2023
Q3 		$3.1M Sell
26,971
-1,890
-7% -$231K 1.02% 26
2023
Q2 		$3.54M Sell
28,861
-57
-0.2% -$6.96K 1.09% 25
2023
Q1 		$3.58M Sell
28,918
-183
-0.6% -$23K 1.15% 23
2022
Q4 		$3.64M Sell
29,101
-215
-0.7% -$26.6K 1.21% 20
2022
Q3 		$3.27K Buy
29,316
+80
+0.3% +$9.85K 0.51% 20
2022
Q2 		$3.47M Sell
29,236
-14
-0% -$1.75K 1.18% 20
2022
Q1 		$3.75K Sell
29,250
-281
-1% -$35.5K 0.72% 20
2021
Q4 		$3.81M Buy
29,531
+18
+0.1% +$2.24K 1.16% 18
2021
Q3 		$3.47M Sell
29,513
-2,119
-7% -$260K 1% 19
2021
Q2 		$3.87M Sell
31,632
-266
-0.8% -$32.9K 1.3% 15
2021
Q1 		$3.77M Sell
31,898
-190
-0.6% -$21.3K 1.37% 17
2020
Q4 		$3.4K Sell
32,088
-50
-0.2% -$5.06K 0.55% 18
2020
Q3 		$2.97M Sell
32,138
-955
-3% -$90.1K 1.24% 18
2020
Q2 		$3.11M Sell
33,093
-472
-1% -$41.5K 1.34% 19
2020
Q1 		$2.81M Sell
33,565
-456
-1% -$45K 1.47% 16
2019
Q4 		$3.66K Sell
34,021
-1,273
-4% -$134K 0.39% 20
2019
Q3 		$3.62M Buy
35,294
+320
+0.9% +$32.3K 1.71% 15
2019
Q2 		$3.53K Buy
34,974
+330
+1% +$33K 0.09% 15
2019
Q1 		$3.44M Sell
34,644
-790
-2% -$75.9K 1.38% 19
2018
Q4 		$31.7K Sell
35,434
-91
-0.3% -$8.58K 2.69% 3
2018
Q3 		$3.45M Buy
35,525
+11
+0% +$1.07K 1.51% 18
2018
Q2 		$3.29K Sell
35,514
-45
-0.1% -$4.14K 0.22% 19
2018
Q1 		$3.25M Sell
35,559
-2,293
-6% -$214K 1.64% 16
2017
Q4 		$3.58M Sell
37,852
-742
-2% -$69.5K 1.79% 15
2017
Q3 		$3.52M Sell
38,594
-163
-0.4% -$14.6K 1.88% 12
2017
Q2 		$3.44M Sell
38,757
-303
-0.8% -$26.9K 1.91% 13
2017
Q1 		$3.44K Sell
39,060
-752
-2% -$65.7K 1.53% 18
2016
Q4 		$3.41M Sell
39,812
-1,275
-3% -$107K 2.08% 11
2016
Q3 		$3.47M Buy
41,087
+496
+1% +$42.3K 2.18% 10
2016
Q2 		$3.41M Buy
40,591
+12,265
+43% +$997K 2.13% 10
2016
Q1 		$2.26M Sell
28,326
-352
-1% -$26.1K 1.65% 19
2015
Q4 		$2.11M Buy
28,678
+322
+1% +$24.5K 1.49% 21
2015
Q3 		$2.05M Sell
28,356
-3,242
-10% -$244K 1.32% 20
2015
Q2 		$2.41M Sell
31,598
-1,141
-3% -$89.4K 1.73% 16
2015
Q1 		$2.56M Buy
32,739
+2,406
+8% +$189K 1.83% 14
2014
Q4 		$2.39K Sell
30,333
-1,316
-4% -$103K 1.43% 17
2014
Q3 		$2.37M Sell
31,649
-2,951
-9% -$224K 1.78% 12
2014
Q2 		$2.65K Sell
34,600
-384
-1% -$28.8K 1.51% 15
2014
Q1 		$2.57M Sell
34,984
-674
-2% -$48.5K 1.83% 11
2013
Q4 		$2.59K Sell
35,658
-3,321
-9% -$239K 0.13% 11
2013
Q3 		$2.69M Buy
+38,979
New +$2.69M 2.09% 7

Other funds holding SDY

JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
1SB
1ST Source Bank South Bend, Indiana $2.21B AUM 28.75% 1-Year Est. Return

Newman Dignan & Sheerar Inc's SDY Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 18% in Q2 2026, selling an estimated $369K and leaving 11,095 shares worth $1.69M. The position accounts for 0.32% of the portfolio, ranked #60.

Newman Dignan & Sheerar Inc first reported a position in SDY in Q3 2013 and has held it in 52 quarters since. The position peaked at $3.87M in Q2 2021. 832 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 11,095 shares of State Street SPDR S&P Dividend ETF worth $1.69M as of Q2 2026.
  • Newman Dignan & Sheerar Inc sold 2,477 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $369K.
  • State Street SPDR S&P Dividend ETF made up 0.32% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #60 holding.
  • Newman Dignan & Sheerar Inc first reported a position in State Street SPDR S&P Dividend ETF in Q3 2013 and has held it in 52 quarters since.
  • Newman Dignan & Sheerar Inc's State Street SPDR S&P Dividend ETF position peaked at $3.87M in Q2 2021.
  • 832 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.