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Principal Street Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Principal Street Partners’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 		$2.66M Buy
18,247
+109
+0.6% +$16.2K 0.43% 59
2025
Q4 		$2.52M Buy
18,138
+131
+0.7% +$18.2K 0.43% 59
2025
Q3 		$2.52M Sell
18,007
-17,781
-50% -$2.48M 0.4% 61
2025
Q2 		$4.86M Buy
35,788
+18,016
+101% +$2.39M 0.48% 58
2025
Q1 		$2.41M Buy
17,772
+108
+0.6% +$14.5K 0.45% 57
2024
Q4 		$2.33M Buy
17,664
+234
+1% +$32.7K 0.46% 53
2024
Q3 		$2.22M Hold
17,430
– – 0.36% 62
2024
Q2 		$2.22M Buy
17,430
+115
+0.7% +$14.8K 0.4% 57
2024
Q1 		$2.28M Buy
17,315
+95
+0.6% +$11.9K 0.43% 57
2023
Q4 		$2.15M Sell
17,220
-16,952
-50% -$1.99M 0.52% 52
2023
Q3 		$3.93M Buy
34,172
+17,199
+101% +$2.1M 0.78% 49
2023
Q2 		$2.08M Buy
16,973
+113
+0.7% +$13.8K 0.49% 53
2023
Q1 		$2.09M Buy
16,860
+99
+0.6% +$12.5K 0.53% 51
2022
Q4 		$2.1M Buy
16,761
+119
+0.7% +$14.7K 0.53% 51
2022
Q3 		$1.86M Buy
16,642
+107
+0.6% +$13.2K 0.49% 52
2022
Q2 		$1.96M Buy
16,535
+107
+0.7% +$13.3K 0.51% 52
2022
Q1 		$2.1M Buy
16,428
+100
+0.6% +$12.6K 0.48% 52
2021
Q4 		$2.11M Buy
16,328
+125
+0.8% +$15.6K 0.51% 51
2021
Q3 		$1.91M Buy
16,203
+116
+0.7% +$14.2K 0.52% 52
2021
Q2 		$1.97M Buy
16,087
+100
+0.6% +$12.4K 0.52% 55
2021
Q1 		$1.89M Buy
15,987
+111
+0.7% +$12.4K 0.24% 80
2020
Q4 		$1.68M Buy
15,876
+149
+0.9% +$15.1K 0.52% 56
2020
Q3 		$1.45M Buy
15,727
+117
+0.7% +$11K 0.51% 56
2020
Q2 		$1.42M Buy
15,610
+114
+0.7% +$10K 0.53% 51
2020
Q1 		$1.24M Buy
15,496
+2,020
+15% +$199K 0.52% 39
2019
Q4 		$1.45M Buy
13,476
+1,954
+17% +$205K 0.32% 51
2019
Q3 		$1.18M Buy
11,522
+77
+0.7% +$7.76K 0.3% 58
2019
Q2 		$1.16M Buy
+11,445
New +$1.14M 0.64% 58

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Principal Street Partners's SDY Position: Q1 2026 in Review

Principal Street Partners increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.6% in Q1 2026, buying an estimated $16.2K and bringing the position to 18,247 shares worth $2.66M. The position accounts for 0.43% of the portfolio, ranked #59.

Principal Street Partners first reported a position in SDY in Q2 2019 and has held it in 28 quarters since. The position peaked at $4.86M in Q2 2025. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • Principal Street Partners held 18,247 shares of State Street SPDR S&P Dividend ETF worth $2.66M as of Q1 2026.
  • Principal Street Partners bought 109 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $16.2K.
  • State Street SPDR S&P Dividend ETF made up 0.43% of Principal Street Partners's portfolio in Q1 2026, its #59 holding.
  • Principal Street Partners first reported a position in State Street SPDR S&P Dividend ETF in Q2 2019 and has held it in 28 quarters since.
  • Principal Street Partners's State Street SPDR S&P Dividend ETF position peaked at $4.86M in Q2 2025.
  • 1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Principal Street Partners's 13F filing for Q1 2026, filed 15 May 2026.