Pine Valley Investments’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
Q2
$466K Buy
3,063
+34
+1% +$5.07K 0.02% 407
2026
Q1
$442K Buy
3,029
+11
+0.4% +$1.64K 0.02% 403
2025
Q4
$420K Buy
3,018
+2
+0.1% +$278 0.02% 383
2025
Q3
$422K Buy
3,016
+47
+2% +$6.56K 0.02% 379
2025
Q2
$403K Buy
2,969
+524
+21% +$69.5K 0.02% 375
2025
Q1
$332K Sell
2,445
-80
-3% -$10.8K 0.02% 398
2024
Q4
$334K Buy
2,525
+2
+0.1% +$279 0.02% 405
2024
Q3
$358K Buy
2,523
+1
+0% +$135 0.02% 377
2024
Q2
$321K Buy
2,522
+2
+0.1% +$258 0.02% 371
2024
Q1
$331K Buy
2,520
+314
+14% +$39.4K 0.02% 378
2023
Q4
$276K Buy
+2,206
New +$259K 0.02% 397

Other funds holding SDY

Pine Valley Investments's SDY Position: Q2 2026 in Review

Pine Valley Investments increased its State Street SPDR S&P Dividend ETF (SDY) stake by 1.1% in Q2 2026, buying an estimated $5.07K and bringing the position to 3,063 shares worth $466K. The position accounts for 0.02% of the portfolio, ranked #407.

Pine Valley Investments first reported a position in SDY in Q4 2023 and has held it in 11 quarters since. 770 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Pine Valley Investments held 3,063 shares of State Street SPDR S&P Dividend ETF worth $466K as of Q2 2026.
  • Pine Valley Investments bought 34 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $5.07K.
  • State Street SPDR S&P Dividend ETF made up 0.02% of Pine Valley Investments's portfolio in Q2 2026, its #407 holding.
  • Pine Valley Investments first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 11 quarters since.
  • 770 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.