SCM
SDY icon

Sage Capital Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Sage Capital 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 		$3.6M Sell
23,658
-68
-0.3% -$10.1K 1.41% 19
2026
Q1 		$3.46M Buy
23,726
+126
+0.5% +$18.8K 1.63% 13
2025
Q4 		$3.28M Buy
23,600
+148
+0.6% +$20.6K 1.52% 19
2025
Q3 		$3.28M Sell
23,452
-186
-0.8% -$25.9K 1.48% 20
2025
Q2 		$3.21M Sell
23,638
-687
-3% -$91.1K 1.54% 18
2025
Q1 		$3.3M Buy
24,325
+145
+0.6% +$19.5K 1.79% 15
2024
Q4 		$3.19M Sell
24,180
-224
-0.9% -$31.3K 1.61% 17
2024
Q3 		$3.47M Sell
24,404
-12
-0% -$1.62K 1.66% 18
2024
Q2 		$3.11M Buy
24,416
+82
+0.3% +$10.6K 1.63% 17
2024
Q1 		$3.19M Buy
24,334
+133
+0.5% +$16.7K 1.73% 17
2023
Q4 		$3.02M Buy
+24,201
New +$2.84M 1.81% 14

Other funds holding SDY

BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MSA
Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return
WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RPWA
Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Sage Capital Management's SDY Position: Q2 2026 in Review

Sage Capital Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.29% in Q2 2026, selling an estimated $10.1K and leaving 23,658 shares worth $3.6M. The position accounts for 1.41% of the portfolio, ranked #19.

Sage Capital Management first reported a position in SDY in Q4 2023 and has held it in 11 quarters since. 482 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Sage Capital Management held 23,658 shares of State Street SPDR S&P Dividend ETF worth $3.6M as of Q2 2026.
  • Sage Capital Management sold 68 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $10.1K.
  • State Street SPDR S&P Dividend ETF made up 1.41% of Sage Capital Management's portfolio in Q2 2026, its #19 holding.
  • Sage Capital Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 11 quarters since.
  • 482 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Sage Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.