Truepoint Inc’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 | $512K | Sell |
3,367
-250
| -7% | -$37.2K | 0.01% | 108 |
|
|
2026
Q1 | $528K | Sell |
3,617
-1,552
| -30% | -$231K | 0.01% | 106 |
|
|
2025
Q4 | $719K | Buy |
5,169
+1,492
| +41% | +$208K | 0.02% | 85 |
|
|
2025
Q3 | $515K | Hold |
3,677
| – | – | 0.01% | 99 |
|
|
2025
Q2 | $499K | Hold |
3,677
| – | – | 0.01% | 99 |
|
|
2025
Q1 | $499K | Hold |
3,677
| – | – | 0.01% | 95 |
|
|
2024
Q4 | $486K | Hold |
3,677
| – | – | 0.01% | 90 |
|
|
2024
Q3 | $522K | Sell |
3,677
-264
| -7% | -$35.7K | 0.01% | 87 |
|
|
2024
Q2 | $501K | Hold |
3,941
| – | – | 0.01% | 82 |
|
|
2024
Q1 | $517K | Hold |
3,941
| – | – | 0.01% | 85 |
|
|
2023
Q4 | $493K | Hold |
3,941
| – | – | 0.01% | 125 |
|
|
2023
Q3 | $453K | Sell |
3,941
-866
| -18% | -$106K | 0.01% | 124 |
|
|
2023
Q2 | $589K | Hold |
4,807
| – | – | 0.02% | 92 |
|
|
2023
Q1 | $595K | Hold |
4,807
| – | – | 0.02% | 85 |
|
|
2022
Q4 | $601K | Buy |
4,807
+2,942
| +158% | +$363K | 0.02% | 86 |
|
|
2022
Q3 | $208K | Buy |
1,865
+112
| +6% | +$13.8K | 0.01% | 144 |
|
|
2022
Q2 | $208K | Sell |
1,753
-50
| -3% | -$6.23K | 0.01% | 153 |
|
|
2022
Q1 | $231K | Sell |
1,803
-32
| -2% | -$4.04K | 0.01% | 129 |
|
|
2021
Q4 | $237K | Hold |
1,835
| – | – | 0.01% | 125 |
|
|
2021
Q3 | $216K | Sell |
1,835
-360
| -16% | -$44.1K | 0.01% | 123 |
|
|
2021
Q2 | $268K | Sell |
2,195
-440
| -17% | -$54.4K | 0.01% | 108 |
|
|
2021
Q1 | $311K | Sell |
2,635
-26
| -1% | -$2.92K | 0.02% | 94 |
|
|
2020
Q4 | $282K | Buy |
+2,661
| New | +$269K | 0.02% | 98 |
|
|
2020
Q1 | – | Sell |
-2,747
| Closed | -$295K | – | 99 |
|
|
2019
Q4 | $295K | Hold |
2,747
| – | – | 0.02% | 95 |
|
|
2019
Q3 | $282K | Hold |
2,747
| – | – | 0.02% | 91 |
|
|
2019
Q2 | $277K | Sell |
2,747
-694
| -20% | -$69.4K | 0.02% | 102 |
|
|
2019
Q1 | $342K | Hold |
3,441
| – | – | 0.03% | 82 |
|
|
2018
Q4 | $308K | Hold |
3,441
| – | – | 0.03% | 83 |
|
|
2018
Q3 | $337K | Hold |
3,441
| – | – | 0.03% | 78 |
|
|
2018
Q2 | $319K | Buy |
3,441
+3,127
| +996% | +$288K | 0.03% | 76 |
|
|
2018
Q1 | $3.44K | Sell |
314
-3,127
| -91% | -$292K | 0.03% | 70 |
|
|
2017
Q4 | $325K | Buy |
3,441
+73
| +2% | +$6.84K | 0.03% | 71 |
|
|
2017
Q3 | $308K | Sell |
3,368
-82
| -2% | -$7.35K | 0.03% | 76 |
|
|
2017
Q2 | $310K | Buy |
+3,450
| New | +$306K | 0.03% | 78 |
|
Other funds holding SDY
JIC
Truepoint Inc's SDY Position: Q2 2026 in Review
Truepoint Inc reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 6.9% in Q2 2026, selling an estimated $37.2K and leaving 3,367 shares worth $512K. The position accounts for 0.01% of the portfolio, ranked #108.
Truepoint Inc first reported a position in SDY in Q2 2017 and has held it in 34 quarters since. The position peaked at $719K in Q4 2025. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.
- Truepoint Inc held 3,367 shares of State Street SPDR S&P Dividend ETF worth $512K as of Q2 2026.
- Truepoint Inc sold 250 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $37.2K.
- State Street SPDR S&P Dividend ETF made up 0.01% of Truepoint Inc's portfolio in Q2 2026, its #108 holding.
- Truepoint Inc first reported a position in State Street SPDR S&P Dividend ETF in Q2 2017 and has held it in 34 quarters since.
- Truepoint Inc's State Street SPDR S&P Dividend ETF position peaked at $719K in Q4 2025.
- 1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.
Based on Truepoint Inc's 13F filing for Q2 2026, filed 31 Jul 2026.