Smartleaf Asset Management’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
Q1
$481K Sell
3,328
-1,005
-23% -$150K 0.02% 540
2025
Q4
$607K Buy
4,333
+3,931
+978% +$547K 0.02% 486
2025
Q3
$56K Buy
402
+45
+13% +$6.28K ﹤0.01% 1341
2025
Q2
$48.3K Hold
357
﹤0.01% 1183
2025
Q1
$47.9K Hold
357
﹤0.01% 1169
2024
Q4
$47K Hold
357
﹤0.01% 1207
2024
Q3
$50.6K Hold
357
0.01% 913
2024
Q2
$45.5K Hold
357
0.01% 767
2024
Q1
$46.7K Hold
357
0.01% 691
2023
Q4
$44.7K Buy
+357
New +$41.9K 0.01% 549

Other funds holding SDY

Smartleaf Asset Management's SDY Position: Q1 2026 in Review

Smartleaf Asset Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 23% in Q1 2026, selling an estimated $150K and leaving 3,328 shares worth $481K. The position accounts for 0.02% of the portfolio, ranked #540.

Smartleaf Asset Management first reported a position in SDY in Q4 2023 and has held it in 10 quarters since. The position peaked at $607K in Q4 2025. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • Smartleaf Asset Management held 3,328 shares of State Street SPDR S&P Dividend ETF worth $481K as of Q1 2026.
  • Smartleaf Asset Management sold 1,005 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $150K.
  • State Street SPDR S&P Dividend ETF made up 0.02% of Smartleaf Asset Management's portfolio in Q1 2026, its #540 holding.
  • Smartleaf Asset Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's State Street SPDR S&P Dividend ETF position peaked at $607K in Q4 2025.
  • 1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.