Peak Asset Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Peak Asset 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	$2.23M	Sell	14,684 -26	-0.2%	-$3.87K	0.33%	58
2026 Q1	$2.15M	Sell	14,710 -52	-0.4%	-$7.75K	0.38%	55
2025 Q4	$2.05M	Sell	14,762 -25	-0.2%	-$3.48K	0.35%	56
2025 Q3	$2.07M	Sell	14,787 -175	-1%	-$24.4K	0.36%	52
2025 Q2	$2.03M	Buy	14,962 +86	+0.6%	+$11.4K	0.37%	50
2025 Q1	$2.02M	Hold	14,876	–	–	0.38%	49
2024 Q4	$1.97M	Hold	14,876	–	–	0.36%	52
2024 Q3	$2.11M	Sell	14,876 -20	-0.1%	-$2.71K	0.4%	49
2024 Q2	$1.89M	Hold	14,896	–	–	0.37%	51
2024 Q1	$1.95M	Buy	14,896 +55	+0.4%	+$6.9K	0.39%	56
2023 Q4	$1.85M	Buy	14,841 +245	+2%	+$28.8K	0.41%	56
2023 Q3	$1.68M	Buy	14,596 +245	+2%	+$29.9K	0.41%	61
2023 Q2	$1.76M	Buy	14,351 +520	+4%	+$63.5K	0.41%	57
2023 Q1	$1.71M	Hold	13,831	–	–	0.42%	55
2022 Q4	$1.73M	Buy	13,831 +25	+0.2%	+$3.09K	0.45%	50
2022 Q3	$1.54M	Buy	13,806 +280	+2%	+$34.5K	0.44%	50
2022 Q2	$1.6M	Hold	13,526	–	–	0.44%	47
2022 Q1	$1.73M	Buy	13,526 +5	+0%	+$632	0.4%	48
2021 Q4	$1.75M	Buy	13,521 +490	+4%	+$61K	0.4%	49
2021 Q3	$1.53M	Buy	13,031 +50	+0.4%	+$6.12K	0.38%	49
2021 Q2	$1.59M	Buy	12,981 +1,150	+10%	+$142K	0.39%	44
2021 Q1	$1.4M	Buy	11,831 +225	+2%	+$25.2K	0.34%	55
2020 Q4	$1.23M	Buy	11,606 +50	+0.4%	+$5.06K	0.32%	55
2020 Q3	$1.07M	Buy	11,556 +250	+2%	+$23.6K	0.32%	55
2020 Q2	$1.03M	Buy	11,306 +70	+0.6%	+$6.15K	0.33%	50
2020 Q1	$897K	Buy	11,236 +3,580	+47%	+$353K	0.35%	48
2019 Q4	$824K	Buy	7,656 +370	+5%	+$38.8K	0.25%	60
2019 Q3	$748K	Buy	7,286 +200	+3%	+$20.2K	0.24%	60
2019 Q2	$715K	Buy	7,086 +556	+9%	+$55.6K	0.23%	66
2019 Q1	$649K	Buy	6,530 +525	+9%	+$50.5K	0.22%	68
2018 Q4	$538K	Buy	6,005 +708	+13%	+$66.8K	0.2%	70
2018 Q3	$519K	Hold	5,297	–	–	0.18%	76
2018 Q2	$491K	Buy	5,297 +320	+6%	+$29.5K	0.18%	76
2018 Q1	$454K	Hold	4,977	–	–	0.17%	80
2017 Q4	$470K	Buy	4,977 +100	+2%	+$9.37K	0.17%	82
2017 Q3	$445K	Hold	4,877	–	–	0.16%	93
2017 Q2	$434K	Hold	4,877	–	–	0.16%	95
2017 Q1	$430K	Buy	4,877 +1,175	+32%	+$103K	0.16%	97
2016 Q4	$317K	Buy	3,702 +350	+10%	+$29.4K	0.13%	110
2016 Q3	$283K	Buy	3,352 +722	+27%	+$61.5K	0.12%	112
2016 Q2	$221K	Buy	+2,630	New	+$214K	0.1%	119

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Peak Asset Management's SDY Position: Q2 2026 in Review

Peak Asset Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.18% in Q2 2026, selling an estimated $3.87K and leaving 14,684 shares worth $2.23M. The position accounts for 0.33% of the portfolio, ranked #58.

Peak Asset Management first reported a position in SDY in Q2 2016 and has held it in 41 quarters since. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Peak Asset Management held 14,684 shares of State Street SPDR S&P Dividend ETF worth $2.23M as of Q2 2026.
Peak Asset Management sold 26 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $3.87K.
State Street SPDR S&P Dividend ETF made up 0.33% of Peak Asset Management's portfolio in Q2 2026, its #58 holding.
Peak Asset Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2016 and has held it in 41 quarters since.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Peak Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.