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Patriot Investment Management Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Patriot Investment Management Group’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 		$1.19M Sell
7,840
-98
-1% -$14.6K 0.07% 111
2026
Q1 		$1.16M Buy
7,938
+1
+0% +$149 0.07% 105
2025
Q4 		$1.1M Sell
7,937
-1,125
-12% -$157K 0.07% 107
2025
Q3 		$1.27M Buy
9,062
+2
+0% +$279 0.08% 101
2025
Q2 		$1.23M Buy
9,060
+2
+0% +$265 0.09% 99
2025
Q1 		$1.23M Buy
9,058
+2
+0% +$269 0.09% 93
2024
Q4 		$1.2M Buy
9,056
+2
+0% +$279 0.09% 100
2024
Q3 		$1.29M Sell
9,054
-74
-0.8% -$10K 0.09% 98
2024
Q2 		$1.16M Buy
9,128
+57
+0.6% +$7.34K 0.09% 96
2024
Q1 		$1.19M Sell
9,071
-308
-3% -$38.6K 0.09% 94
2023
Q4 		$1.17M Buy
9,379
+3
+0% +$352 0.1% 95
2023
Q3 		$1.08M Sell
9,376
-145
-2% -$17.7K 0.1% 95
2023
Q2 		$1.17M Buy
9,521
+2
+0% +$244 0.1% 98
2023
Q1 		$1.18M Buy
9,519
+2
+0% +$252 0.1% 96
2022
Q4 		$1.22M Sell
9,517
-100
-1% -$12.4K 0.11% 96
2022
Q3 		$1.07M Buy
9,617
+2
+0% +$246 0.11% 98
2022
Q2 		$1.14M Sell
9,615
-99
-1% -$12.3K 0.11% 102
2022
Q1 		$1.24M Buy
9,714
+1,113
+13% +$141K 0.11% 99
2021
Q4 		$1.11M Sell
8,601
-37
-0.4% -$4.61K 0.09% 111
2021
Q3 		$1.01M Sell
8,638
-223
-3% -$27.3K 0.09% 114
2021
Q2 		$1.08M Buy
8,861
+52
+0.6% +$6.43K 0.1% 110
2021
Q1 		$1.04M Buy
8,809
+6,850
+350% +$768K 0.1% 111
2020
Q4 		$207K Sell
1,959
-7,050
-78% -$713K 0.03% 169
2020
Q3 		$832K Sell
9,009
-1,826
-17% -$172K 0.1% 112
2020
Q2 		$988K Sell
10,835
-1,513
-12% -$133K 0.13% 91
2020
Q1 		$986K Sell
12,348
-102
-0.8% -$10.1K 0.15% 86
2019
Q4 		$1.34M Sell
12,450
-49
-0.4% -$5.14K 0.17% 80
2019
Q3 		$1.25M Sell
12,499
-293
-2% -$29.5K 0.17% 78
2019
Q2 		$1.39M Sell
12,792
-3,539
-22% -$354K 0.19% 71
2019
Q1 		$1.62M Buy
+16,331
New +$1.57M 0.24% 59

Other funds holding SDY

BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MSA
Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return
WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

Patriot Investment Management Group's SDY Position: Q2 2026 in Review

Patriot Investment Management Group reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.2% in Q2 2026, selling an estimated $14.6K and leaving 7,840 shares worth $1.19M. The position accounts for 0.07% of the portfolio, ranked #111.

Patriot Investment Management Group first reported a position in SDY in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.62M in Q1 2019. 438 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Patriot Investment Management Group held 7,840 shares of State Street SPDR S&P Dividend ETF worth $1.19M as of Q2 2026.
  • Patriot Investment Management Group sold 98 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $14.6K.
  • State Street SPDR S&P Dividend ETF made up 0.07% of Patriot Investment Management Group's portfolio in Q2 2026, its #111 holding.
  • Patriot Investment Management Group first reported a position in State Street SPDR S&P Dividend ETF in Q1 2019 and has held it in 30 quarters since.
  • Patriot Investment Management Group's State Street SPDR S&P Dividend ETF position peaked at $1.62M in Q1 2019.
  • 438 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.