Sunbelt Securities’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 | $5.82M | Buy |
39,851
+244
| +0.6% | +$36.4K | 0.37% | 49 |
|
|
2025
Q4 | $5.51M | Buy |
39,607
+27
| +0.1% | +$3.76K | 0.37% | 49 |
|
|
2025
Q3 | $5.54M | Buy |
39,580
+1,234
| +3% | +$172K | 0.38% | 46 |
|
|
2025
Q2 | $5.07M | Sell |
38,346
-939
| -2% | -$125K | 0.45% | 45 |
|
|
2025
Q1 | $5.33M | Buy |
39,285
+939
| +2% | +$126K | 0.48% | 41 |
|
|
2024
Q4 | $5.05M | Buy |
38,346
+28,166
| +277% | +$3.93M | 0.44% | 45 |
|
|
2024
Q3 | $1.45M | Buy |
10,180
+418
| +4% | +$56.5K | 0.14% | 148 |
|
|
2024
Q2 | $1.24M | Buy |
9,762
+439
| +5% | +$56.5K | 0.13% | 159 |
|
|
2024
Q1 | $1.22M | Sell |
9,323
-1,924
| -17% | -$241K | 0.14% | 154 |
|
|
2023
Q4 | $1.41M | Buy |
11,247
+32
| +0.3% | +$3.76K | 0.18% | 130 |
|
|
2023
Q3 | $1.29M | Buy |
11,215
+58
| +0.5% | +$7.08K | 0.18% | 133 |
|
|
2023
Q2 | $1.37M | Buy |
11,157
+27
| +0.2% | +$3.3K | 0.2% | 117 |
|
|
2023
Q1 | $1.36M | Buy |
11,130
+23
| +0.2% | +$2.89K | 0.22% | 107 |
|
|
2022
Q4 | $1.39M | Buy |
11,107
+27
| +0.2% | +$3.33K | 0.27% | 96 |
|
|
2022
Q3 | $1.24M | Sell |
11,080
-4
| -0% | -$493 | 0.26% | 104 |
|
|
2022
Q2 | $1.32M | Buy |
11,084
+296
| +3% | +$36.9K | 0.28% | 95 |
|
|
2022
Q1 | $1.4M | Buy |
10,788
+100
| +0.9% | +$12.6K | 0.26% | 107 |
|
|
2021
Q4 | $1.35M | Buy |
10,688
+955
| +10% | +$119K | 0.22% | 118 |
|
|
2021
Q3 | $1.19M | Hold |
9,733
| – | – | 0.21% | 126 |
|
|
2021
Q2 | $1.19M | Buy |
9,733
+54
| +0.6% | +$6.67K | 0.21% | 126 |
|
|
2021
Q1 | $1.14M | Buy |
9,679
+309
| +3% | +$34.6K | 0.23% | 121 |
|
|
2020
Q4 | $993K | Buy |
9,370
+572
| +7% | +$57.9K | 0.21% | 120 |
|
|
2020
Q3 | $813K | Buy |
8,798
+149
| +2% | +$14.1K | 0.23% | 116 |
|
|
2020
Q2 | $789K | Sell |
8,649
-796
| -8% | -$70K | 0.27% | 105 |
|
|
2020
Q1 | $754K | Sell |
9,445
-4,188
| -31% | -$413K | 0.03% | 174 |
|
|
2019
Q4 | $1.47M | Buy |
13,633
+492
| +4% | +$51.6K | 0.15% | 138 |
|
|
2019
Q3 | $1.35M | Buy |
13,141
+4,188
| +47% | +$422K | 0.15% | 142 |
|
|
2019
Q2 | $903K | Buy |
8,953
+195
| +2% | +$19.5K | 0.39% | 69 |
|
|
2019
Q1 | $871K | Buy |
8,758
+159
| +2% | +$15.3K | 0.44% | 66 |
|
|
2018
Q4 | $770K | Buy |
8,599
+2,016
| +31% | +$190K | 0.45% | 68 |
|
|
2018
Q3 | $645K | Buy |
6,583
+14
| +0.2% | +$1.36K | 0.35% | 75 |
|
|
2018
Q2 | $609K | Buy |
6,569
+16
| +0.2% | +$1.47K | 0.36% | 77 |
|
|
2018
Q1 | $598K | Buy |
6,553
+230
| +4% | +$21.5K | 0.55% | 52 |
|
|
2017
Q4 | $597K | Buy |
6,323
+2,038
| +48% | +$191K | 0.58% | 48 |
|
|
2017
Q3 | $391K | Buy |
4,285
+1,950
| +84% | +$175K | 0.41% | 78 |
|
|
2017
Q2 | $208K | Buy |
2,335
+11
| +0.5% | +$975 | 0.39% | 74 |
|
|
2017
Q1 | $205K | Buy |
+2,324
| New | +$203K | 0.31% | 86 |
|
Other funds holding SDY
JIC
Sunbelt Securities's SDY Position: Q1 2026 in Review
Sunbelt Securities increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.62% in Q1 2026, buying an estimated $36.4K and bringing the position to 39,851 shares worth $5.82M. The position accounts for 0.37% of the portfolio, ranked #49.
Sunbelt Securities first reported a position in SDY in Q1 2017 and has held it in 37 quarters since. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.
- Sunbelt Securities held 39,851 shares of State Street SPDR S&P Dividend ETF worth $5.82M as of Q1 2026.
- Sunbelt Securities bought 244 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $36.4K.
- State Street SPDR S&P Dividend ETF made up 0.37% of Sunbelt Securities's portfolio in Q1 2026, its #49 holding.
- Sunbelt Securities first reported a position in State Street SPDR S&P Dividend ETF in Q1 2017 and has held it in 37 quarters since.
- 1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.
Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.