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

Sugar Maple 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	$2.73M	Hold	18,606	–	–	1.55%	19
2026 Q2	$2.83M	Sell	18,606 -166	-0.9%	-$24.7K	1.83%	17
2026 Q1	$2.74M	Sell	18,772 -250	-1%	-$37.3K	1.66%	16
2025 Q4	$2.65M	Hold	19,022	–	–	1.78%	15
2025 Q3	$2.66M	Sell	19,022 -2,250	-11%	-$314K	1.91%	15
2025 Q2	$2.89M	Sell	21,272 -6,300	-23%	-$835K	2.25%	15
2025 Q1	$3.74M	Buy	27,572 +50	+0.2%	+$6.72K	2.94%	11
2024 Q4	$3.64M	Sell	27,522 -540	-2%	-$75.4K	2.77%	12
2024 Q3	$3.99M	Buy	28,062 +1,500	+6%	+$203K	3.46%	10
2024 Q2	$3.38M	Buy	26,562 +1,000	+4%	+$129K	3.27%	11
2024 Q1	$3.36M	Buy	+25,562	New	+$3.21M	3.24%	11

Other funds holding SDY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

Sugar Maple Asset Management's SDY Position: Q3 2026 in Review

Sugar Maple Asset Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q3 2026 at 18,606 shares worth $2.73M. The position accounts for 1.55% of the portfolio, ranked #19.

Sugar Maple Asset Management first reported a position in SDY in Q1 2024 and has held it in 11 quarters since. The position peaked at $3.99M in Q3 2024. 792 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

Sugar Maple Asset Management held 18,606 shares of State Street SPDR S&P Dividend ETF worth $2.73M as of Q3 2026.
Sugar Maple Asset Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q3 2026.
State Street SPDR S&P Dividend ETF made up 1.55% of Sugar Maple Asset Management's portfolio in Q3 2026, its #19 holding.
Sugar Maple Asset Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2024 and has held it in 11 quarters since.
Sugar Maple Asset Management's State Street SPDR S&P Dividend ETF position peaked at $3.99M in Q3 2024.
792 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Sugar Maple Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.