Palouse Capital Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Palouse Capital Management’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	$39K	Sell	256 -1	-0.4%	-$149	0.02%	113
2026 Q1	$37.5K	Sell	257 -177	-41%	-$26.4K	0.02%	117
2025 Q4	$60.4K	Sell	434 -16	-4%	-$2.23K	0.04%	104
2025 Q3	$63K	Buy	450 +1	+0.2%	+$139	0.04%	104
2025 Q2	$60.9K	Sell	449 -47	-9%	-$6.23K	0.04%	102
2025 Q1	$67.3K	Sell	496 -6,069	-92%	-$816K	0.05%	110
2024 Q4	$867K	Buy	+6,565	New	+$917K	0.58%	55
2024 Q2	–	Sell	-256	Closed	-$33.6K	–	148
2024 Q1	$33.6K	Sell	256 -7,972	-97%	-$1M	0.02%	120
2023 Q4	$1.03M	Buy	+8,228	New	+$966K	0.73%	56
2023 Q1	–	Sell	-3,991	Closed	-$17.3M	–	80
2022 Q4	$17.3M	Buy	+3,991	New	+$493K	1.19%	25
2015 Q2	–	Sell	-2,600	Closed	-$203K	–	122
2015 Q1	$203K	Sell	2,600 -1,800	-41%	-$141K	0.07%	116
2014 Q4	$347K	Buy	+4,400	New	+$344K	0.12%	103

Other funds holding SDY

WFM

Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

RPWA

Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Palouse Capital Management's SDY Position: Q2 2026 in Review

Palouse Capital Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.39% in Q2 2026, selling an estimated $149 and leaving 256 shares worth $39K. The position accounts for 0.02% of the portfolio, ranked #113.

Palouse Capital Management first reported a position in SDY in Q4 2014 and has held it in 12 quarters since. The position peaked at $17.3M in Q4 2022. 304 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Palouse Capital Management held 256 shares of State Street SPDR S&P Dividend ETF worth $39K as of Q2 2026.
Palouse Capital Management sold 1 State Street SPDR S&P Dividend ETF share in Q2 2026, an estimated $149.
State Street SPDR S&P Dividend ETF made up 0.02% of Palouse Capital Management's portfolio in Q2 2026, its #113 holding.
Palouse Capital Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2014 and has held it in 12 quarters since.
Palouse Capital Management's State Street SPDR S&P Dividend ETF position peaked at $17.3M in Q4 2022.
304 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Palouse Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.