Valeo Financial Advisors’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 | $577K | Buy |
3,788
+16
| +0.4% | +$2.38K | 0.01% | 412 |
|
|
2026
Q1 | $550K | Sell |
3,772
-707
| -16% | -$105K | 0.01% | 388 |
|
|
2025
Q4 | $623K | Sell |
4,479
-2,234
| -33% | -$311K | 0.01% | 408 |
|
|
2025
Q3 | $940K | Buy |
6,713
+24
| +0.4% | +$3.35K | 0.02% | 317 |
|
|
2025
Q2 | $908K | Buy |
6,689
+2,474
| +59% | +$328K | 0.02% | 328 |
|
|
2025
Q1 | $572K | Sell |
4,215
-36
| -0.8% | -$4.84K | 0.02% | 383 |
|
|
2024
Q4 | $562K | Buy |
4,251
+10
| +0.2% | +$1.4K | 0.02% | 385 |
|
|
2024
Q3 | $602K | Sell |
4,241
-541
| -11% | -$73.2K | 0.02% | 367 |
|
|
2024
Q2 | $608K | Buy |
4,782
+8
| +0.2% | +$1.03K | 0.02% | 332 |
|
|
2024
Q1 | $613K | Sell |
4,774
-372
| -7% | -$46.7K | 0.02% | 316 |
|
|
2023
Q4 | $643K | Buy |
5,146
+134
| +3% | +$15.7K | 0.03% | 294 |
|
|
2023
Q3 | $576K | Buy |
5,012
+170
| +4% | +$20.8K | 0.03% | 298 |
|
|
2023
Q2 | $593K | Sell |
4,842
-298
| -6% | -$36.4K | 0.03% | 285 |
|
|
2023
Q1 | $636K | Buy |
5,140
+8
| +0.2% | +$1.01K | 0.03% | 284 |
|
|
2022
Q4 | $642K | Buy |
5,132
+1,435
| +39% | +$177K | 0.04% | 241 |
|
|
2022
Q3 | $412K | Sell |
3,697
-420
| -10% | -$51.7K | 0.03% | 285 |
|
|
2022
Q2 | $489K | Sell |
4,117
-64
| -2% | -$7.98K | 0.03% | 255 |
|
|
2022
Q1 | $536K | Buy |
4,181
+100
| +2% | +$12.6K | 0.03% | 312 |
|
|
2021
Q4 | $527K | Sell |
4,081
-125
| -3% | -$15.6K | 0.03% | 291 |
|
|
2021
Q3 | $494K | Buy |
4,206
+8
| +0.2% | +$980 | 0.03% | 306 |
|
|
2021
Q2 | $513K | Buy |
4,198
+606
| +17% | +$74.9K | 0.03% | 258 |
|
|
2021
Q1 | $424K | Buy |
3,592
+769
| +27% | +$86.2K | 0.02% | 291 |
|
|
2020
Q4 | $299K | Buy |
2,823
+654
| +30% | +$66.2K | 0.02% | 334 |
|
|
2020
Q3 | $200K | Hold |
2,169
| – | – | 0.02% | 327 |
|
|
2020
Q2 | $198K | Sell |
2,169
-511
| -19% | -$44.9K | 0.02% | 323 |
|
|
2020
Q1 | $233K | Buy |
2,680
+2,046
| +323% | +$202K | 0.02% | 269 |
|
|
2019
Q4 | $68K | Hold |
634
| – | – | 0.01% | 549 |
|
|
2019
Q3 | $65K | Buy |
634
+32
| +5% | +$3.23K | 0.01% | 529 |
|
|
2019
Q2 | $61K | Sell |
602
-402
| -40% | -$40.2K | 0.01% | 549 |
|
|
2019
Q1 | $100K | Buy |
1,004
+314
| +46% | +$30.2K | 0.01% | 409 |
|
|
2018
Q4 | $62K | Buy |
690
+9
| +1% | +$849 | 0.01% | 477 |
|
|
2018
Q3 | $64K | Buy |
681
+116
| +21% | +$11.2K | 0.01% | 502 |
|
|
2018
Q2 | $54K | Sell |
565
-134
| -19% | -$12.3K | 0.01% | 526 |
|
|
2018
Q1 | $64K | Sell |
699
-25
| -3% | -$2.34K | 0.01% | 449 |
|
|
2017
Q4 | $68K | Buy |
724
+159
| +28% | +$14.9K | 0.01% | 419 |
|
|
2017
Q3 | $52K | Buy |
+565
| New | +$50.6K | 0.01% | 403 |
|
Other funds holding SDY
JIC
Valeo Financial Advisors's SDY Position: Q2 2026 in Review
Valeo Financial Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.42% in Q2 2026, buying an estimated $2.38K and bringing the position to 3,788 shares worth $577K. The position accounts for 0.01% of the portfolio, ranked #412.
Valeo Financial Advisors first reported a position in SDY in Q3 2017 and has held it in 36 quarters since. The position peaked at $940K in Q3 2025. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.
- Valeo Financial Advisors held 3,788 shares of State Street SPDR S&P Dividend ETF worth $577K as of Q2 2026.
- Valeo Financial Advisors bought 16 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $2.38K.
- State Street SPDR S&P Dividend ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #412 holding.
- Valeo Financial Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's State Street SPDR S&P Dividend ETF position peaked at $940K in Q3 2025.
- 1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.