Plante Moran Financial Advisors’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 | $456K | Sell |
2,995
-48
| -2% | -$7.15K | 0.02% | 101 |
|
|
2026
Q1 | $444K | Buy |
3,043
+212
| +7% | +$31.6K | 0.03% | 97 |
|
|
2025
Q4 | $394K | Sell |
2,831
-378
| -12% | -$52.6K | 0.02% | 110 |
|
|
2025
Q3 | $449K | Sell |
3,209
-292
| -8% | -$40.7K | 0.03% | 95 |
|
|
2025
Q2 | $475K | Buy |
3,501
+220
| +7% | +$29.2K | 0.03% | 89 |
|
|
2025
Q1 | $445K | Hold |
3,281
| – | – | 0.04% | 90 |
|
|
2024
Q4 | $433K | Hold |
3,281
| – | – | 0.04% | 96 |
|
|
2024
Q3 | $466K | Hold |
3,281
| – | – | 0.04% | 86 |
|
|
2024
Q2 | $417K | Sell |
3,281
-146
| -4% | -$18.8K | 0.04% | 91 |
|
|
2024
Q1 | $450K | Buy |
3,427
+146
| +4% | +$18.3K | 0.05% | 89 |
|
|
2023
Q4 | $410K | Sell |
3,281
-338
| -9% | -$39.7K | 0.04% | 96 |
|
|
2023
Q3 | $416K | Buy |
3,619
+25
| +0.7% | +$3.05K | 0.05% | 89 |
|
|
2023
Q2 | $441K | Sell |
3,594
-443
| -11% | -$54.1K | 0.05% | 87 |
|
|
2023
Q1 | $499K | Buy |
4,037
+613
| +18% | +$77.1K | 0.07% | 83 |
|
|
2022
Q4 | $428K | Buy |
3,424
+2
| +0.1% | +$247 | 0.06% | 90 |
|
|
2022
Q3 | $382K | Buy |
3,422
+1
| +0% | +$123 | 0.07% | 89 |
|
|
2022
Q2 | $406K | Buy |
3,421
+2
| +0.1% | +$249 | 0.07% | 89 |
|
|
2022
Q1 | $438K | Sell |
3,419
-61
| -2% | -$7.71K | 0.08% | 95 |
|
|
2021
Q4 | $449K | Buy |
3,480
+64
| +2% | +$7.96K | 0.07% | 95 |
|
|
2021
Q3 | $402K | Buy |
3,416
+313
| +10% | +$38.3K | 0.09% | 110 |
|
|
2021
Q2 | $379K | Sell |
3,103
-3,323
| -52% | -$411K | 0.09% | 104 |
|
|
2021
Q1 | $758K | Sell |
6,426
-1,731
| -21% | -$194K | 0.21% | 57 |
|
|
2020
Q4 | $864K | Buy |
8,157
+191
| +2% | +$19.3K | 0.27% | 48 |
|
|
2020
Q3 | $736K | Buy |
7,966
+2
| +0% | +$189 | 0.26% | 52 |
|
|
2020
Q2 | $726K | Sell |
7,964
-4,407
| -36% | -$387K | 0.29% | 48 |
|
|
2020
Q1 | $988K | Sell |
12,371
-1,840
| -13% | -$181K | 0.45% | 34 |
|
|
2019
Q4 | $1.53M | Sell |
14,211
-174
| -1% | -$18.3K | 0.53% | 22 |
|
|
2019
Q3 | $1.48M | Buy |
14,385
+1
| +0% | +$101 | 0.43% | 29 |
|
|
2019
Q2 | $1.45M | Sell |
14,384
-1,374
| -9% | -$137K | 0.45% | 32 |
|
|
2019
Q1 | $1.57M | Buy |
15,758
+430
| +3% | +$41.3K | 0.48% | 28 |
|
|
2018
Q4 | $1.37M | Buy |
15,328
+1,030
| +7% | +$97.1K | 0.48% | 30 |
|
|
2018
Q3 | $1.4M | Sell |
14,298
-688
| -5% | -$66.7K | 0.46% | 27 |
|
|
2018
Q2 | $1.39M | Buy |
14,986
+1
| +0% | +$92 | 0.7% | 25 |
|
|
2018
Q1 | $1.37M | Sell |
14,985
-236
| -2% | -$22.1K | 0.74% | 25 |
|
|
2017
Q4 | $1.44M | Sell |
15,221
-1,643
| -10% | -$154K | 0.8% | 22 |
|
|
2017
Q3 | $1.54M | Sell |
16,864
-1,255
| -7% | -$112K | 0.92% | 20 |
|
|
2017
Q2 | $1.61M | Sell |
18,119
-41
| -0.2% | -$3.63K | 1.01% | 18 |
|
|
2017
Q1 | $1.6M | Sell |
18,160
-2,269
| -11% | -$198K | 0.96% | 17 |
|
|
2016
Q4 | $1.75M | Buy |
20,429
+2,347
| +13% | +$197K | 1.09% | 17 |
|
|
2016
Q3 | $1.52M | Buy |
18,082
+91
| +0.5% | +$7.76K | 1.03% | 17 |
|
|
2016
Q2 | $1.51M | Buy |
17,991
+5,917
| +49% | +$481K | 1.09% | 17 |
|
|
2016
Q1 | $965K | Buy |
12,074
+3
| +0% | +$222 | 0.74% | 29 |
|
|
2015
Q4 | $888K | Buy |
12,071
+33
| +0.3% | +$2.52K | 0.67% | 32 |
|
|
2015
Q3 | $869K | Buy |
12,038
+16
| +0.1% | +$1.2K | 0.68% | 33 |
|
|
2015
Q2 | $916K | Buy |
12,022
+4,770
| +66% | +$374K | 0.65% | 37 |
|
|
2015
Q1 | $567K | Buy |
7,252
+631
| +10% | +$49.5K | 0.4% | 58 |
|
|
2014
Q4 | $522K | Sell |
6,621
-420
| -6% | -$32.8K | 0.38% | 56 |
|
|
2014
Q3 | $528K | Sell |
7,041
-2,166
| -24% | -$164K | 0.46% | 47 |
|
|
2014
Q2 | $705K | Buy |
9,207
+62
| +0.7% | +$4.64K | 0.63% | 37 |
|
|
2014
Q1 | $673K | Buy |
9,145
+30
| +0.3% | +$2.16K | 0.73% | 32 |
|
|
2013
Q4 | $662K | Hold |
9,115
| – | – | 0.37% | 39 |
|
|
2013
Q3 | $628K | Sell |
9,115
-620
| -6% | -$42.8K | 0.38% | 37 |
|
|
2013
Q2 | $645K | Buy |
+9,735
| New | +$656K | 0.48% | 31 |
|
Other funds holding SDY
JIC
CIA
Plante Moran Financial Advisors's SDY Position: Q2 2026 in Review
Plante Moran Financial Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.6% in Q2 2026, selling an estimated $7.15K and leaving 2,995 shares worth $456K. The position accounts for 0.02% of the portfolio, ranked #101.
Plante Moran Financial Advisors first reported a position in SDY in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.75M in Q4 2016. 863 funds tracked by Wall St. Rank hold SDY as of Q2 2026.
- Plante Moran Financial Advisors held 2,995 shares of State Street SPDR S&P Dividend ETF worth $456K as of Q2 2026.
- Plante Moran Financial Advisors sold 48 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $7.15K.
- State Street SPDR S&P Dividend ETF made up 0.02% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #101 holding.
- Plante Moran Financial Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and has held it in 53 quarters since.
- Plante Moran Financial Advisors's State Street SPDR S&P Dividend ETF position peaked at $1.75M in Q4 2016.
- 863 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.