Pinnacle Bancorp’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Pinnacle Bancorp’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	$204K	Hold	1,400	–	–	0.06%	235
2025 Q4	$195K	Buy	1,400 +220	+19%	+$30.6K	0.06%	240
2025 Q3	$165K	Hold	1,180	–	–	0.05%	255
2025 Q2	$160K	Hold	1,180	–	–	0.05%	253
2025 Q1	$160K	Hold	1,180	–	–	0.05%	247
2024 Q4	$156K	Hold	1,180	–	–	0.05%	250
2024 Q3	$168K	Hold	1,180	–	–	0.04%	233
2024 Q2	$150K	Hold	1,180	–	–	0.04%	233
2024 Q1	$155K	Hold	1,180	–	–	0.05%	230
2023 Q4	$147K	Sell	1,180 -19	-2%	-$2.23K	0.05%	225
2023 Q3	$138K	Sell	1,199 -3	-0.2%	-$366	0.05%	219
2023 Q2	$147K	Hold	1,202	–	–	0.05%	218
2023 Q1	$149K	Buy	1,202 +625	+108%	+$78.6K	0.05%	215
2022 Q4	$72K	Hold	577	–	–	0.03%	294
2022 Q3	$64K	Buy	577 +62	+12%	+$7.64K	0.03%	287
2022 Q2	$61K	Hold	515	–	–	0.03%	306
2022 Q1	$66K	Hold	515	–	–	0.02%	315
2021 Q4	$66K	Hold	515	–	–	0.02%	314
2021 Q3	$61K	Buy	+515	New	+$63.1K	0.02%	315
2021 Q2	–	Sell	-515	Closed	-$61K	–	728
2021 Q1	$61K	Hold	515	–	–	0.03%	303
2020 Q4	$55K	Hold	515	–	–	0.03%	308
2020 Q3	$48K	Hold	515	–	–	0.03%	313
2020 Q2	$47K	Hold	515	–	–	0.04%	298
2020 Q1	$41K	Hold	515	–	–	0.04%	283
2019 Q4	$55K	Hold	515	–	–	0.04%	287
2019 Q3	$53K	Hold	515	–	–	0.03%	288
2019 Q2	$52K	Hold	515	–	–	0.03%	293
2019 Q1	$51K	Hold	515	–	–	0.03%	295
2018 Q4	$46K	Buy	+515	New	+$48.6K	0.03%	299
2017 Q1	$45K	Buy	+515	New	+$45K	0.03%	299

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

Pinnacle Bancorp's SDY Position: Q1 2026 in Review

Pinnacle Bancorp held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 1,400 shares worth $204K. The position accounts for 0.06% of the portfolio, ranked #235.

Pinnacle Bancorp first reported a position in SDY in Q1 2017 and has held it in 30 quarters since. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Pinnacle Bancorp held 1,400 shares of State Street SPDR S&P Dividend ETF worth $204K as of Q1 2026.
Pinnacle Bancorp left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
State Street SPDR S&P Dividend ETF made up 0.06% of Pinnacle Bancorp's portfolio in Q1 2026, its #235 holding.
Pinnacle Bancorp first reported a position in State Street SPDR S&P Dividend ETF in Q1 2017 and has held it in 30 quarters since.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Pinnacle Bancorp's 13F filing for Q1 2026, filed 22 Apr 2026.