SP Asset Management
SDY icon

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

SP 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
Q3 		– Sell
-1,320
Closed -$201K – 146
2026
Q2 		$201K Buy
+1,320
New +$197K 0.02% 135

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Creative Planning
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SP Asset Management's SDY Position: Q3 2026 in Review

SP Asset Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2026, closing a stake of 1,320 shares — an estimated $201K sold.

SP Asset Management first reported a position in SDY in Q2 2026 and held it in 1 quarter. The position peaked at $201K in Q2 2026. 796 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

  • SP Asset Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2026 after selling out during the quarter.
  • SP Asset Management sold 1,320 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $201K.
  • SP Asset Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2026 and held it in 1 quarter.
  • SP Asset Management's State Street SPDR S&P Dividend ETF position peaked at $201K in Q2 2026.
  • 796 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on SP Asset Management's 13F filing for Q3 2026, filed 5 Nov 2026.