Rice Partnership’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
$86.7K Sell
570
-324
-36% -$48.3K 0.01% 139
2026
Q1
$130K Sell
894
-310
-26% -$46.2K 0.02% 123
2025
Q4
$168K Buy
1,204
+310
+35% +$43.1K 0.02% 119
2025
Q3
$125K Buy
894
+570
+176% +$79.5K 0.02% 126
2025
Q2
$44K Sell
324
-100
-24% -$13.3K 0.01% 143
2025
Q1
$57.5K Hold
424
0.01% 117
2024
Q4
$56K Sell
424
-200
-32% -$27.9K 0.01% 128
2024
Q3
$88.6K Buy
+624
New +$84.4K 0.02% 115

Other funds holding SDY

Rice Partnership's SDY Position: Q2 2026 in Review

Rice Partnership reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 36% in Q2 2026, selling an estimated $48.3K and leaving 570 shares worth $86.7K. The position accounts for 0.01% of the portfolio, ranked #139.

Rice Partnership first reported a position in SDY in Q3 2024 and has held it in 8 quarters since. The position peaked at $168K in Q4 2025. 1,238 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Rice Partnership held 570 shares of State Street SPDR S&P Dividend ETF worth $86.7K as of Q2 2026.
  • Rice Partnership sold 324 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $48.3K.
  • State Street SPDR S&P Dividend ETF made up 0.01% of Rice Partnership's portfolio in Q2 2026, its #139 holding.
  • Rice Partnership first reported a position in State Street SPDR S&P Dividend ETF in Q3 2024 and has held it in 8 quarters since.
  • Rice Partnership's State Street SPDR S&P Dividend ETF position peaked at $168K in Q4 2025.
  • 1,238 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.