Planning Directions’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 | $2.61M | Sell |
17,873
-118
| -0.7% | -$17.6K | 1.32% | 19 |
|
|
2025
Q4 | $2.5M | Sell |
17,991
-936
| -5% | -$130K | 1.26% | 18 |
|
|
2025
Q3 | $2.65M | Sell |
18,927
-1,097
| -5% | -$153K | 1.38% | 17 |
|
|
2025
Q2 | $2.72M | Sell |
20,024
-1,279
| -6% | -$170K | 1.53% | 15 |
|
|
2025
Q1 | $2.89M | Sell |
21,303
-388
| -2% | -$52.2K | 1.24% | 22 |
|
|
2024
Q4 | $2.87M | Sell |
21,691
-949
| -4% | -$133K | 1.66% | 15 |
|
|
2024
Q3 | $3.22M | Sell |
22,640
-1,040
| -4% | -$141K | 1.92% | 13 |
|
|
2024
Q2 | $3.01M | Sell |
23,680
-2,480
| -9% | -$319K | 2.05% | 11 |
|
|
2024
Q1 | $3.43M | Sell |
26,160
-10,080
| -28% | -$1.26M | 2.39% | 9 |
|
|
2023
Q4 | $4.53M | Sell |
36,240
-13,194
| -27% | -$1.55M | 3.23% | 8 |
|
|
2023
Q3 | $5.68M | Sell |
49,434
-4,850
| -9% | -$592K | 4.35% | 7 |
|
|
2023
Q2 | $6.65M | Sell |
54,284
-3,872
| -7% | -$473K | 4.84% | 7 |
|
|
2023
Q1 | $7.2M | Buy |
58,156
+666
| +1% | +$83.8K | 5.35% | 5 |
|
|
2022
Q4 | $7.19M | Buy |
57,490
+2,117
| +4% | +$261K | 5.49% | 4 |
|
|
2022
Q3 | $6.17M | Buy |
55,373
+2,919
| +6% | +$360K | 4.99% | 6 |
|
|
2022
Q2 | $6.23M | Buy |
52,454
+10,212
| +24% | +$1.27M | 4.77% | 7 |
|
|
2022
Q1 | $5.41M | Buy |
42,242
+1,205
| +3% | +$152K | 3.8% | 7 |
|
|
2021
Q4 | $5.3M | Buy |
41,037
+1,010
| +3% | +$126K | 3.53% | 7 |
|
|
2021
Q3 | $4.71M | Buy |
40,027
+518
| +1% | +$63.4K | 3.42% | 8 |
|
|
2021
Q2 | $4.83M | Buy |
39,509
+128
| +0.3% | +$15.8K | 3.53% | 8 |
|
|
2021
Q1 | $4.65M | Buy |
39,381
+945
| +2% | +$106K | 3.66% | 8 |
|
|
2020
Q4 | $4.07M | Buy |
38,436
+371
| +1% | +$37.5K | 3.3% | 9 |
|
|
2020
Q3 | $3.52M | Sell |
38,065
-1,948
| -5% | -$184K | 3.1% | 9 |
|
|
2020
Q2 | $3.65M | Buy |
40,013
+32,038
| +402% | +$2.82M | 3.41% | 9 |
|
|
2020
Q1 | $637K | Sell |
7,975
-26,388
| -77% | -$2.6M | 0.89% | 31 |
|
|
2019
Q4 | $3.7M | Sell |
34,363
-106
| -0.3% | -$11.1K | 3.42% | 7 |
|
|
2019
Q3 | $3.54M | Buy |
34,469
+362
| +1% | +$36.5K | 3.39% | 7 |
|
|
2019
Q2 | $3.44M | Buy |
34,107
+1,523
| +5% | +$152K | 3.49% | 7 |
|
|
2019
Q1 | $3.24M | Buy |
32,584
+1,433
| +5% | +$138K | 3.85% | 7 |
|
|
2018
Q4 | $2.79M | Buy |
31,151
+1,147
| +4% | +$108K | 3.45% | 7 |
|
|
2018
Q3 | $2.94M | Buy |
30,004
+72
| +0.2% | +$6.98K | 2.73% | 7 |
|
|
2018
Q2 | $2.77M | Buy |
29,932
+175
| +0.6% | +$16.1K | 2.68% | 7 |
|
|
2018
Q1 | $2.71M | Buy |
+29,757
| New | +$2.78M | 2.66% | 8 |
|
Other funds holding SDY
JIC
Planning Directions's SDY Position: Q1 2026 in Review
Planning Directions reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.66% in Q1 2026, selling an estimated $17.6K and leaving 17,873 shares worth $2.61M. The position accounts for 1.32% of the portfolio, ranked #19.
Planning Directions first reported a position in SDY in Q1 2018 and has held it in 33 quarters since. The position peaked at $7.2M in Q1 2023. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.
- Planning Directions held 17,873 shares of State Street SPDR S&P Dividend ETF worth $2.61M as of Q1 2026.
- Planning Directions sold 118 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $17.6K.
- State Street SPDR S&P Dividend ETF made up 1.32% of Planning Directions's portfolio in Q1 2026, its #19 holding.
- Planning Directions first reported a position in State Street SPDR S&P Dividend ETF in Q1 2018 and has held it in 33 quarters since.
- Planning Directions's State Street SPDR S&P Dividend ETF position peaked at $7.2M in Q1 2023.
- 1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.
Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.