Systematic Alpha Investments’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Systematic Alpha Investments’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 Q1	$701K	Hold	4,800	–	–	0.02%	131
2025 Q4	$668K	Hold	4,800	–	–	0.02%	133
2025 Q3	$672K	Hold	4,800	–	–	0.02%	130
2025 Q2	$652K	Hold	4,800	–	–	0.02%	133
2025 Q1	$651K	Hold	4,800	–	–	0.02%	127
2024 Q4	$634K	Hold	4,800	–	–	0.02%	134
2024 Q3	$682K	Hold	4,800	–	–	0.02%	128
2024 Q2	$610K	Hold	4,800	–	–	0.02%	134
2024 Q1	$630K	Hold	4,800	–	–	0.03%	136
2023 Q4	$600K	Hold	4,800	–	–	0.03%	131
2023 Q3	$552K	Hold	4,800	–	–	0.03%	133
2023 Q2	$588K	Hold	4,800	–	–	0.03%	130
2023 Q1	$594K	Hold	4,800	–	–	0.03%	129
2022 Q4	$601K	Hold	4,800	–	–	0.03%	130
2022 Q3	$535K	Hold	4,800	–	–	0.03%	127
2022 Q2	$570K	Hold	4,800	–	–	0.03%	123
2022 Q1	$615K	Hold	4,800	–	–	0.03%	134
2021 Q4	$620K	Sell	4,800 -15,700	-77%	-$1.95M	0.03%	132
2021 Q3	$2.52M	Hold	20,500	–	–	0.11%	75
2021 Q2	$2.55M	Hold	20,500	–	–	0.12%	75
2021 Q1	$2.42M	Buy	+20,500	New	+$2.3M	0.16%	69

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Systematic Alpha Investments's SDY Position: Q1 2026 in Review

Systematic Alpha Investments held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 4,800 shares worth $701K. The position accounts for 0.02% of the portfolio, ranked #131.

Systematic Alpha Investments first reported a position in SDY in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.55M in Q2 2021. 1,235 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Systematic Alpha Investments held 4,800 shares of State Street SPDR S&P Dividend ETF worth $701K as of Q1 2026.
Systematic Alpha Investments left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
State Street SPDR S&P Dividend ETF made up 0.02% of Systematic Alpha Investments's portfolio in Q1 2026, its #131 holding.
Systematic Alpha Investments first reported a position in State Street SPDR S&P Dividend ETF in Q1 2021 and has held it in 21 quarters since.
Systematic Alpha Investments's State Street SPDR S&P Dividend ETF position peaked at $2.55M in Q2 2021.
1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Systematic Alpha Investments's 13F filing for Q1 2026, filed 18 May 2026.