PDS Planning’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 | $2.22M | Buy |
15,241
+1
| +0% | +$149 | 0.15% | 70 |
|
|
2025
Q4 | $2.12M | Buy |
15,240
+12
| +0.1% | +$1.67K | 0.14% | 68 |
|
|
2025
Q3 | $2.13M | Sell |
15,228
-179
| -1% | -$25K | 0.15% | 70 |
|
|
2025
Q2 | $2.09M | Sell |
15,407
-808
| -5% | -$107K | 0.16% | 67 |
|
|
2025
Q1 | $2.2M | Sell |
16,215
-307
| -2% | -$41.3K | 0.19% | 63 |
|
|
2024
Q4 | $2.18M | Sell |
16,522
-259
| -2% | -$36.2K | 0.19% | 61 |
|
|
2024
Q3 | $2.38M | Sell |
16,781
-182
| -1% | -$24.6K | 0.21% | 59 |
|
|
2024
Q2 | $2.16M | Buy |
16,963
+137
| +0.8% | +$17.6K | 0.22% | 58 |
|
|
2024
Q1 | $2.21M | Sell |
16,826
-63
| -0.4% | -$7.9K | 0.23% | 55 |
|
|
2023
Q4 | $2.11M | Buy |
16,889
+97
| +0.6% | +$11.4K | 0.24% | 53 |
|
|
2023
Q3 | $1.93M | Sell |
16,792
-7
| -0% | -$854 | 0.25% | 51 |
|
|
2023
Q2 | $2.06M | Buy |
16,799
+36
| +0.2% | +$4.4K | 0.26% | 50 |
|
|
2023
Q1 | $2.07M | Sell |
16,763
-44
| -0.3% | -$5.54K | 0.29% | 48 |
|
|
2022
Q4 | $2.1M | Sell |
16,807
-439
| -3% | -$54.2K | 0.34% | 42 |
|
|
2022
Q3 | $1.92M | Sell |
17,246
-2,144
| -11% | -$264K | 0.35% | 41 |
|
|
2022
Q2 | $2.3M | Buy |
19,390
+60
| +0.3% | +$7.48K | 0.42% | 43 |
|
|
2022
Q1 | $2.48M | Sell |
19,330
-710
| -4% | -$89.7K | 0.44% | 40 |
|
|
2021
Q4 | $2.59M | Sell |
20,040
-1,480
| -7% | -$184K | 0.5% | 38 |
|
|
2021
Q3 | $2.53M | Sell |
21,520
-1,202
| -5% | -$147K | 0.58% | 38 |
|
|
2021
Q2 | $2.78M | Sell |
22,722
-112
| -0.5% | -$13.8K | 0.68% | 37 |
|
|
2021
Q1 | $2.69M | Sell |
22,834
-977
| -4% | -$110K | 0.78% | 36 |
|
|
2020
Q4 | $2.52M | Buy |
23,811
+252
| +1% | +$25.5K | 0.87% | 35 |
|
|
2020
Q3 | $2.18M | Sell |
23,559
-96
| -0.4% | -$9.05K | 0.89% | 35 |
|
|
2020
Q2 | $2.16M | Sell |
23,655
-1,736
| -7% | -$153K | 0.98% | 34 |
|
|
2020
Q1 | $2.03M | Sell |
25,391
-2,003
| -7% | -$198K | 1.29% | 24 |
|
|
2019
Q4 | $2.95M | Sell |
27,394
-24
| -0.1% | -$2.52K | 1.86% | 18 |
|
|
2019
Q3 | $2.81M | Buy |
27,418
+990
| +4% | +$99.8K | 1.95% | 16 |
|
|
2019
Q2 | $2.67M | Sell |
26,428
-915
| -3% | -$91.5K | 1.98% | 15 |
|
|
2019
Q1 | $2.72M | Sell |
27,343
-2,205
| -7% | -$212K | 2.11% | 13 |
|
|
2018
Q4 | $2.65M | Sell |
29,548
-1,380
| -4% | -$130K | 2.27% | 14 |
|
|
2018
Q3 | $3.03M | Buy |
30,928
+740
| +2% | +$71.7K | 2.59% | 12 |
|
|
2018
Q2 | $2.8M | Sell |
30,188
-192
| -0.6% | -$17.7K | 2.76% | 11 |
|
|
2018
Q1 | $2.77M | Sell |
30,380
-752
| -2% | -$70.3K | 2.8% | 11 |
|
|
2017
Q4 | $2.94M | Buy |
+31,132
| New | +$2.92M | 2.98% | 10 |
|
Other funds holding SDY
JIC
PDS Planning's SDY Position: Q1 2026 in Review
PDS Planning increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.01% in Q1 2026, buying an estimated $149 and bringing the position to 15,241 shares worth $2.22M. The position accounts for 0.15% of the portfolio, ranked #70.
PDS Planning first reported a position in SDY in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.03M in Q3 2018. 1,234 funds tracked by Wall St. Rank hold SDY as of Q1 2026.
- PDS Planning held 15,241 shares of State Street SPDR S&P Dividend ETF worth $2.22M as of Q1 2026.
- PDS Planning bought 1 State Street SPDR S&P Dividend ETF share in Q1 2026, an estimated $149.
- State Street SPDR S&P Dividend ETF made up 0.15% of PDS Planning's portfolio in Q1 2026, its #70 holding.
- PDS Planning first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and has held it in 34 quarters since.
- PDS Planning's State Street SPDR S&P Dividend ETF position peaked at $3.03M in Q3 2018.
- 1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.
Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.