Perennial Investment Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Perennial Investment Advisors’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 Q1	$6.42M	Buy	43,976 +1,759	+4%	+$262K	0.51%	38
2025 Q4	$5.87M	Sell	42,217 -1,361	-3%	-$189K	0.46%	44
2025 Q3	$6.1M	Buy	43,578 +2,654	+6%	+$370K	0.5%	37
2025 Q2	$5.55M	Buy	40,924 +4,617	+13%	+$612K	0.54%	35
2025 Q1	$4.93M	Buy	36,307 +1,302	+4%	+$175K	0.55%	37
2024 Q4	$4.62M	Buy	35,005 +492	+1%	+$68.7K	0.54%	38
2024 Q3	$4.9M	Buy	34,513 +1,220	+4%	+$165K	0.64%	35
2024 Q2	$4.23M	Buy	33,293 +667	+2%	+$85.9K	0.6%	33
2024 Q1	$4.28M	Buy	32,626 +1,655	+5%	+$208K	0.65%	37
2023 Q4	$3.87M	Buy	30,971 +758	+3%	+$89K	0.64%	39
2023 Q3	$3.47M	Buy	30,213 +359	+1%	+$43.8K	0.63%	38
2023 Q2	$3.66M	Buy	29,854 +329	+1%	+$40.2K	0.64%	36
2023 Q1	$3.65M	Buy	29,525 +2,778	+10%	+$350K	0.68%	37
2022 Q4	$3.35M	Buy	26,747 +6,657	+33%	+$822K	1.36%	13
2022 Q3	$2.24M	Buy	20,090 +14,510	+260%	+$1.79M	1.02%	27
2022 Q2	$662K	Buy	5,580 +3,217	+136%	+$401K	0.26%	77
2022 Q1	$306K	Buy	2,363 +82	+4%	+$10.4K	0.1%	164
2021 Q4	$297K	Buy	+2,281	New	+$284K	0.09%	174
2020 Q2	–	Sell	-4,892	Closed	-$391K	–	137
2020 Q1	$391K	Sell	4,892 -3,315	-40%	-$327K	0.35%	61
2019 Q4	$883K	Buy	+8,207	New	+$862K	0.7%	39

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Perennial Investment Advisors's SDY Position: Q1 2026 in Review

Perennial Investment Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 4.2% in Q1 2026, buying an estimated $262K and bringing the position to 43,976 shares worth $6.42M. The position accounts for 0.51% of the portfolio, ranked #38.

Perennial Investment Advisors first reported a position in SDY in Q4 2019 and has held it in 20 quarters since. 1,235 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Perennial Investment Advisors held 43,976 shares of State Street SPDR S&P Dividend ETF worth $6.42M as of Q1 2026.
Perennial Investment Advisors bought 1,759 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $262K.
State Street SPDR S&P Dividend ETF made up 0.51% of Perennial Investment Advisors's portfolio in Q1 2026, its #38 holding.
Perennial Investment Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 20 quarters since.
1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.