Palisade Asset 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 | $1.4M | Sell |
9,178
-240
| -3% | -$35.8K | 0.13% | 101 |
|
|
2026
Q1 | $1.37M | Sell |
9,418
-68
| -0.7% | -$10.1K | 0.14% | 100 |
|
|
2025
Q4 | $1.32M | Sell |
9,486
-157
| -2% | -$21.8K | 0.13% | 100 |
|
|
2025
Q3 | $1.35M | Hold |
9,643
| – | – | 0.13% | 105 |
|
|
2025
Q2 | $1.31M | Hold |
9,643
| – | – | 0.13% | 106 |
|
|
2025
Q1 | $1.31M | Hold |
9,643
| – | – | 0.13% | 103 |
|
|
2024
Q4 | $1.27M | Sell |
9,643
-172
| -2% | -$24K | 0.13% | 107 |
|
|
2024
Q3 | $1.39M | Sell |
9,815
-230
| -2% | -$31.1K | 0.14% | 104 |
|
|
2024
Q2 | $1.28M | Sell |
10,045
-424
| -4% | -$54.6K | 0.13% | 109 |
|
|
2024
Q1 | $1.37M | Buy |
10,469
+970
| +10% | +$122K | 0.13% | 106 |
|
|
2023
Q4 | $1.19M | Sell |
9,499
-327
| -3% | -$38.4K | 0.13% | 108 |
|
|
2023
Q3 | $1.13M | Hold |
9,826
| – | – | 0.14% | 108 |
|
|
2023
Q2 | $1.2M | Sell |
9,826
-64
| -0.6% | -$7.82K | 0.14% | 109 |
|
|
2023
Q1 | $1.22M | Sell |
9,890
-975
| -9% | -$123K | 0.15% | 103 |
|
|
2022
Q4 | $1.36M | Buy |
10,865
+981
| +10% | +$121K | 0.16% | 106 |
|
|
2022
Q3 | $1.1M | Hold |
9,884
| – | – | 0.15% | 105 |
|
|
2022
Q2 | $1.17M | Sell |
9,884
-10
| -0.1% | -$1.25K | 0.15% | 101 |
|
|
2022
Q1 | $1.27M | Hold |
9,894
| – | – | 0.15% | 106 |
|
|
2021
Q4 | $1.28M | Sell |
9,894
-1,561
| -14% | -$194K | 0.14% | 104 |
|
|
2021
Q3 | $1.35M | Hold |
11,455
| – | – | 0.16% | 100 |
|
|
2021
Q2 | $1.4M | Hold |
11,455
| – | – | 0.16% | 97 |
|
|
2021
Q1 | $1.35M | Sell |
11,455
-83
| -0.7% | -$9.3K | 0.17% | 96 |
|
|
2020
Q4 | $1.22M | Sell |
11,538
-390
| -3% | -$39.5K | 0.17% | 97 |
|
|
2020
Q3 | $1.1M | Sell |
11,928
-800
| -6% | -$75.4K | 0.17% | 93 |
|
|
2020
Q2 | $1.16M | Sell |
12,728
-2
| -0% | -$176 | 0.19% | 88 |
|
|
2020
Q1 | $1.02M | Sell |
12,730
-874
| -6% | -$86.2K | 0.19% | 87 |
|
|
2019
Q4 | $1.46M | Sell |
13,604
-694
| -5% | -$72.9K | 0.21% | 82 |
|
|
2019
Q3 | $1.47M | Sell |
14,298
-255
| -2% | -$25.7K | 0.22% | 81 |
|
|
2019
Q2 | $1.47M | Hold |
14,553
| – | – | 0.23% | 80 |
|
|
2019
Q1 | $1.45M | Sell |
14,553
-904
| -6% | -$86.9K | 0.23% | 82 |
|
|
2018
Q4 | $1.38M | Sell |
15,457
-13
| -0.1% | -$1.23K | 0.2% | 81 |
|
|
2018
Q3 | $1.51M | Sell |
15,470
-187
| -1% | -$18.1K | 0.2% | 84 |
|
|
2018
Q2 | $1.45M | Buy |
15,657
+5
| +0% | +$460 | 0.21% | 80 |
|
|
2018
Q1 | $1.43M | Sell |
15,652
-76
| -0.5% | -$7.1K | 0.22% | 82 |
|
|
2017
Q4 | $1.49M | Buy |
+15,728
| New | +$1.47M | 0.24% | 80 |
|
Other funds holding SDY
JIC
Palisade Asset Management's SDY Position: Q2 2026 in Review
Palisade Asset Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 2.5% in Q2 2026, selling an estimated $35.8K and leaving 9,178 shares worth $1.4M. The position accounts for 0.13% of the portfolio, ranked #101.
Palisade Asset Management first reported a position in SDY in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.51M in Q3 2018. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.
- Palisade Asset Management held 9,178 shares of State Street SPDR S&P Dividend ETF worth $1.4M as of Q2 2026.
- Palisade Asset Management sold 240 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $35.8K.
- State Street SPDR S&P Dividend ETF made up 0.13% of Palisade Asset Management's portfolio in Q2 2026, its #101 holding.
- Palisade Asset Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and has held it in 35 quarters since.
- Palisade Asset Management's State Street SPDR S&P Dividend ETF position peaked at $1.51M in Q3 2018.
- 1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.
Based on Palisade Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.