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 Q3	$163K	Hold	1,111	–	–	0.04%	271
2026 Q2	$169K	Sell	1,111 -289	-21%	-$43.1K	0.04%	265
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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Marino Stram & Associates Braintree, Massachusetts $644M AUM 16.65% 1-Year Est. Return

Wolff Financial Management Kalamazoo, Michigan $494M AUM 13.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Regent Peak Wealth Advisors Atlanta, Georgia $577M AUM 20.1% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

TigerOak Management Albuquerque, New Mexico $382M AUM 25.14% 1-Year Est. Return

Pinnacle Bancorp's SDY Position: Q3 2026 in Review

Pinnacle Bancorp held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q3 2026 at 1,111 shares worth $163K. The position accounts for 0.04% of the portfolio, ranked #271.

Pinnacle Bancorp first reported a position in SDY in Q1 2017 and has held it in 32 quarters since. The position peaked at $204K in Q1 2026. 417 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

Pinnacle Bancorp held 1,111 shares of State Street SPDR S&P Dividend ETF worth $163K as of Q3 2026.
Pinnacle Bancorp left its State Street SPDR S&P Dividend ETF share count unchanged in Q3 2026.
State Street SPDR S&P Dividend ETF made up 0.04% of Pinnacle Bancorp's portfolio in Q3 2026, its #271 holding.
Pinnacle Bancorp first reported a position in State Street SPDR S&P Dividend ETF in Q1 2017 and has held it in 32 quarters since.
Pinnacle Bancorp's State Street SPDR S&P Dividend ETF position peaked at $204K in Q1 2026.
417 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Pinnacle Bancorp's 13F filing for Q3 2026, filed 21 Oct 2026.