Steward Partners Investment Advisory’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 | $32.1M | Sell |
211,188
-5,020
| -2% | -$748K | 0.16% | 124 |
|
|
2026
Q1 | $31.6M | Sell |
216,208
-3,892
| -2% | -$580K | 0.16% | 115 |
|
|
2025
Q4 | $30.6M | Buy |
220,100
+3,651
| +2% | +$508K | 0.17% | 114 |
|
|
2025
Q3 | $30.3M | Buy |
216,449
+15,656
| +8% | +$2.18M | 0.17% | 107 |
|
|
2025
Q2 | $27.3M | Buy |
200,793
+32,919
| +20% | +$4.37M | 0.21% | 95 |
|
|
2025
Q1 | $22.8M | Buy |
167,874
+4,502
| +3% | +$606K | 0.2% | 101 |
|
|
2024
Q4 | $21.6M | Buy |
163,372
+9,410
| +6% | +$1.31M | 0.19% | 105 |
|
|
2024
Q3 | $21.9M | Buy |
153,962
+8,937
| +6% | +$1.21M | 0.2% | 105 |
|
|
2024
Q2 | $18.4M | Buy |
145,025
+714
| +0.5% | +$92K | 0.19% | 105 |
|
|
2024
Q1 | $18.9M | Buy |
144,311
+2,930
| +2% | +$368K | 0.21% | 99 |
|
|
2023
Q4 | $17.7M | Buy |
141,381
+5,879
| +4% | +$690K | 0.24% | 83 |
|
|
2023
Q3 | $15.6M | Buy |
135,502
+495
| +0.4% | +$60.4K | 0.24% | 91 |
|
|
2023
Q2 | $16.5M | Buy |
135,007
+3,306
| +3% | +$404K | 0.25% | 89 |
|
|
2023
Q1 | $16.3M | Sell |
131,701
-14
| -0% | -$1.76K | 0.26% | 87 |
|
|
2022
Q4 | $16.5M | Buy |
131,715
+6,571
| +5% | +$812K | 0.28% | 87 |
|
|
2022
Q3 | $14M | Buy |
125,144
+752
| +0.6% | +$92.6K | 0.26% | 87 |
|
|
2022
Q2 | $14.8M | Buy |
124,392
+1,185
| +1% | +$148K | 0.27% | 88 |
|
|
2022
Q1 | $15.8M | Sell |
123,207
-9,103
| -7% | -$1.15M | 0.24% | 95 |
|
|
2021
Q4 | $17.1M | Buy |
132,310
+3,512
| +3% | +$437K | 0.26% | 88 |
|
|
2021
Q3 | $15.1M | Buy |
128,798
+4,537
| +4% | +$556K | 0.26% | 85 |
|
|
2021
Q2 | $15.2M | Sell |
124,261
-25,285
| -17% | -$3.12M | 0.26% | 84 |
|
|
2021
Q1 | $17.7M | Buy |
149,546
+36,996
| +33% | +$4.15M | 0.31% | 70 |
|
|
2020
Q4 | $11.9M | Buy |
112,550
+2,227
| +2% | +$225K | 0.26% | 100 |
|
|
2020
Q3 | $10.2M | Buy |
110,323
+3,399
| +3% | +$321K | 0.26% | 101 |
|
|
2020
Q2 | $9.75M | Sell |
106,924
-5,436
| -5% | -$478K | 0.28% | 92 |
|
|
2020
Q1 | $8.97M | Sell |
112,360
-84,016
| -43% | -$8.29M | 0.33% | 76 |
|
|
2019
Q4 | $21.1M | Buy |
196,376
+4,691
| +2% | +$492K | 0.62% | 33 |
|
|
2019
Q3 | $19.7M | Buy |
191,685
+12,033
| +7% | +$1.21M | 0.66% | 30 |
|
|
2019
Q2 | $18.1M | Buy |
179,652
+17,140
| +11% | +$1.71M | 0.67% | 34 |
|
|
2019
Q1 | $16.2M | Buy |
162,512
+63,025
| +63% | +$6.06M | 0.68% | 36 |
|
|
2018
Q4 | $8.91M | Buy |
99,487
+66,144
| +198% | +$6.24M | 0.43% | 58 |
|
|
2018
Q3 | $3.27M | Sell |
33,343
-1,091
| -3% | -$106K | 0.16% | 147 |
|
|
2018
Q2 | $3.19M | Buy |
34,434
+6,485
| +23% | +$597K | 0.19% | 121 |
|
|
2018
Q1 | $2.55M | Sell |
27,949
-32,215
| -54% | -$3.01M | 0.17% | 132 |
|
|
2017
Q4 | $5.68M | Buy |
60,164
+6,154
| +11% | +$577K | 0.43% | 54 |
|
|
2017
Q3 | $4.93M | Buy |
54,010
+2,040
| +4% | +$183K | 0.5% | 51 |
|
|
2017
Q2 | $4.62M | Buy |
51,970
+14,832
| +40% | +$1.31M | 0.52% | 52 |
|
|
2017
Q1 | $3.27M | Buy |
37,138
+29,461
| +384% | +$2.57M | 0.5% | 52 |
|
|
2016
Q4 | $656K | Buy |
+7,677
| New | +$645K | 0.3% | 80 |
|
Other funds holding SDY
JIC
Steward Partners Investment Advisory's SDY Position: Q2 2026 in Review
Steward Partners Investment Advisory reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 2.3% in Q2 2026, selling an estimated $748K and leaving 211,188 shares worth $32.1M. The position accounts for 0.16% of the portfolio, ranked #124.
Steward Partners Investment Advisory first reported a position in SDY in Q4 2016 and has held it in 39 quarters since. 1,237 funds tracked by Wall St. Rank hold SDY as of Q2 2026.
- Steward Partners Investment Advisory held 211,188 shares of State Street SPDR S&P Dividend ETF worth $32.1M as of Q2 2026.
- Steward Partners Investment Advisory sold 5,020 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $748K.
- State Street SPDR S&P Dividend ETF made up 0.16% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #124 holding.
- Steward Partners Investment Advisory first reported a position in State Street SPDR S&P Dividend ETF in Q4 2016 and has held it in 39 quarters since.
- 1,237 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.