Princeton Global Asset Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Princeton Global Asset Management’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 Q2	$411K	Sell	2,703 -686	-20%	-$102K	0.06%	156
2026 Q1	$495K	Sell	3,389 -1,498	-31%	-$223K	0.08%	134
2025 Q4	$680K	Buy	4,887 +2,804	+135%	+$390K	0.11%	114
2025 Q3	$292K	Buy	2,083 +1	+0%	+$139	0.05%	169
2025 Q2	$283K	Buy	2,082 +451	+28%	+$59.8K	0.05%	166
2025 Q1	$221K	Buy	1,631 +1	+0.1%	+$134	0.04%	179
2024 Q4	$215K	Hold	1,630	–	–	0.04%	185
2024 Q3	$231K	Buy	1,630 +1	+0.1%	+$135	0.05%	175
2024 Q2	$207K	Buy	1,629 +7	+0.4%	+$902	0.05%	166
2024 Q1	$213K	Buy	1,622 +7	+0.4%	+$878	0.05%	155
2023 Q4	$202K	Hold	1,615	–	–	0.05%	161
2023 Q3	$186K	Buy	1,615 +1	+0.1%	+$122	0.05%	162
2023 Q2	$198K	Hold	1,614	–	–	0.06%	161
2023 Q1	$200K	Buy	1,614 +1,307	+426%	+$164K	0.06%	164
2022 Q4	$38K	Buy	307 +39	+15%	+$4.82K	0.01%	263
2022 Q3	$30K	Hold	268	–	–	0.01%	280
2022 Q2	$32K	Hold	268	–	–	0.01%	285
2022 Q1	$34K	Hold	268	–	–	0.01%	304
2021 Q4	$35K	Buy	268 +2	+0.8%	+$249	0.01%	289
2021 Q3	$31K	Sell	266 -30	-10%	-$3.67K	0.01%	301
2021 Q2	$36K	Buy	296 +34	+13%	+$4.2K	0.01%	275
2021 Q1	$31K	Buy	262 +2	+0.8%	+$224	0.01%	283
2020 Q4	$28K	Buy	260 +2	+0.8%	+$202	0.01%	295
2020 Q3	$24K	Buy	258 +3	+1%	+$283	0.01%	275
2020 Q2	$23K	Buy	255 +1	+0.4%	+$88	0.01%	331
2020 Q1	$20K	Buy	254 +2	+0.8%	+$197	0.01%	310
2019 Q4	$27K	Buy	252 +2	+0.8%	+$210	0.01%	298
2019 Q3	$26K	Buy	+250	New	+$25.2K	0.01%	250

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Princeton Global Asset Management's SDY Position: Q2 2026 in Review

Princeton Global Asset Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 20% in Q2 2026, selling an estimated $102K and leaving 2,703 shares worth $411K. The position accounts for 0.06% of the portfolio, ranked #156.

Princeton Global Asset Management first reported a position in SDY in Q3 2019 and has held it in 28 quarters since. The position peaked at $680K in Q4 2025. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Princeton Global Asset Management held 2,703 shares of State Street SPDR S&P Dividend ETF worth $411K as of Q2 2026.
Princeton Global Asset Management sold 686 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $102K.
State Street SPDR S&P Dividend ETF made up 0.06% of Princeton Global Asset Management's portfolio in Q2 2026, its #156 holding.
Princeton Global Asset Management first reported a position in State Street SPDR S&P Dividend ETF in Q3 2019 and has held it in 28 quarters since.
Princeton Global Asset Management's State Street SPDR S&P Dividend ETF position peaked at $680K in Q4 2025.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.