Pinnacle Associates’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 | $1.25M | Sell |
8,553
-621
| -7% | -$92.5K | 0.02% | 484 |
|
|
2025
Q4 | $1.28M | Sell |
9,174
-255
| -3% | -$35.5K | 0.02% | 477 |
|
|
2025
Q3 | $1.32M | Sell |
9,429
-476
| -5% | -$66.4K | 0.02% | 464 |
|
|
2025
Q2 | $1.34M | Buy |
9,905
+1,356
| +16% | +$180K | 0.02% | 456 |
|
|
2025
Q1 | $1.16M | Sell |
8,549
-226
| -3% | -$30.4K | 0.02% | 468 |
|
|
2024
Q4 | $1.16M | Sell |
8,775
-1,352
| -13% | -$189K | 0.02% | 460 |
|
|
2024
Q3 | $1.27M | Buy |
10,127
+989
| +11% | +$134K | 0.02% | 427 |
|
|
2024
Q2 | $1.16M | Sell |
9,138
-653
| -7% | -$84.1K | 0.02% | 444 |
|
|
2024
Q1 | $1.28M | Sell |
9,791
-336
| -3% | -$42.2K | 0.02% | 442 |
|
|
2023
Q4 | $1.27M | Sell |
10,127
-1,873
| -16% | -$220K | 0.02% | 434 |
|
|
2023
Q3 | $1.38M | Sell |
12,000
-180
| -1% | -$22K | 0.03% | 409 |
|
|
2023
Q2 | $1.49M | Sell |
12,180
-658
| -5% | -$80.4K | 0.03% | 402 |
|
|
2023
Q1 | $1.59M | Buy |
12,838
+76
| +0.6% | +$9.56K | 0.03% | 337 |
|
|
2022
Q4 | $1.6M | Buy |
12,762
+1,450
| +13% | +$179K | 0.03% | 328 |
|
|
2022
Q3 | $1.26M | Buy |
11,312
+4,494
| +66% | +$554K | 0.03% | 356 |
|
|
2022
Q2 | $809K | Sell |
6,818
-583
| -8% | -$72.7K | 0.02% | 445 |
|
|
2022
Q1 | $948K | Buy |
7,401
+75
| +1% | +$9.48K | 0.02% | 452 |
|
|
2021
Q4 | $946K | Buy |
7,326
+208
| +3% | +$25.9K | 0.02% | 461 |
|
|
2021
Q3 | $837K | Buy |
7,118
+1
| +0% | +$122 | 0.02% | 469 |
|
|
2021
Q2 | $870K | Buy |
7,117
+395
| +6% | +$48.8K | 0.02% | 454 |
|
|
2021
Q1 | $793K | Buy |
6,722
+1
| +0% | +$112 | 0.02% | 450 |
|
|
2020
Q4 | $712K | Buy |
6,721
+1
| +0% | +$101 | 0.01% | 452 |
|
|
2020
Q3 | $621K | Buy |
6,720
+2
| +0% | +$189 | 0.01% | 459 |
|
|
2020
Q2 | $613K | Buy |
6,718
+1
| +0% | +$88 | 0.02% | 458 |
|
|
2020
Q1 | $536K | Buy |
6,717
+1
| +0% | +$99 | 0.02% | 452 |
|
|
2019
Q4 | $722K | Buy |
6,716
+2
| +0% | +$210 | 0.02% | 473 |
|
|
2019
Q3 | $689K | Sell |
6,714
-486
| -7% | -$49K | 0.02% | 478 |
|
|
2019
Q2 | $726K | Buy |
7,200
+1
| +0% | +$100 | 0.02% | 470 |
|
|
2019
Q1 | $716K | Buy |
7,199
+2
| +0% | +$192 | 0.02% | 473 |
|
|
2018
Q4 | $644K | Sell |
7,197
-3,363
| -32% | -$317K | 0.02% | 465 |
|
|
2018
Q3 | $1.03M | Sell |
10,560
-1,757
| -14% | -$170K | 0.02% | 405 |
|
|
2018
Q2 | $1.14M | Buy |
12,317
+1
| +0% | +$92 | 0.02% | 379 |
|
|
2018
Q1 | $1.12M | Buy |
12,316
+5,403
| +78% | +$505K | 0.02% | 381 |
|
|
2017
Q4 | $653K | Buy |
6,913
+656
| +10% | +$61.5K | 0.01% | 467 |
|
|
2017
Q3 | $571K | Buy |
6,257
+3
| +0% | +$269 | 0.01% | 485 |
|
|
2017
Q2 | $556K | Buy |
+6,254
| New | +$554K | 0.01% | 484 |
|
Other funds holding SDY
JIC
Pinnacle Associates's SDY Position: Q1 2026 in Review
Pinnacle Associates reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 6.8% in Q1 2026, selling an estimated $92.5K and leaving 8,553 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #484.
Pinnacle Associates first reported a position in SDY in Q2 2017 and has held it in 36 quarters since. The position peaked at $1.6M in Q4 2022. 1,235 funds tracked by Wall St. Rank hold SDY as of Q1 2026.
- Pinnacle Associates held 8,553 shares of State Street SPDR S&P Dividend ETF worth $1.25M as of Q1 2026.
- Pinnacle Associates sold 621 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $92.5K.
- State Street SPDR S&P Dividend ETF made up 0.02% of Pinnacle Associates's portfolio in Q1 2026, its #484 holding.
- Pinnacle Associates first reported a position in State Street SPDR S&P Dividend ETF in Q2 2017 and has held it in 36 quarters since.
- Pinnacle Associates's State Street SPDR S&P Dividend ETF position peaked at $1.6M in Q4 2022.
- 1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.
Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.