Valley Wealth Managers’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 | $3.7M | Sell |
25,335
-2,755
| -10% | -$411K | 0.24% | 97 |
|
|
2025
Q4 | $3.91M | Sell |
28,090
-1,463
| -5% | -$204K | 0.25% | 93 |
|
|
2025
Q3 | $4.14M | Sell |
29,553
-756
| -2% | -$105K | 0.27% | 83 |
|
|
2025
Q2 | $4.11M | Sell |
30,309
-572
| -2% | -$75.9K | 0.3% | 78 |
|
|
2025
Q1 | $4.19M | Sell |
30,881
-478
| -2% | -$64.3K | 0.32% | 67 |
|
|
2024
Q4 | $4.14M | Sell |
31,359
-1,504
| -5% | -$210K | 0.31% | 68 |
|
|
2024
Q3 | $4.67M | Sell |
32,863
-376
| -1% | -$50.9K | 0.35% | 63 |
|
|
2024
Q2 | $4.23M | Sell |
33,239
-2,949
| -8% | -$380K | 0.34% | 63 |
|
|
2024
Q1 | $4.75M | Sell |
36,188
-1,256
| -3% | -$158K | 0.36% | 66 |
|
|
2023
Q4 | $4.68M | Sell |
37,444
-467
| -1% | -$54.8K | 0.36% | 63 |
|
|
2023
Q3 | $4.36M | Sell |
37,911
-456
| -1% | -$55.7K | 0.36% | 67 |
|
|
2023
Q2 | $4.7M | Sell |
38,367
-1,141
| -3% | -$139K | 0.42% | 54 |
|
|
2023
Q1 | $4.89M | Sell |
39,508
-1,541
| -4% | -$194K | 0.44% | 52 |
|
|
2022
Q4 | $5.14M | Sell |
41,049
-394
| -1% | -$48.7K | 0.48% | 52 |
|
|
2022
Q3 | $4.62M | Buy |
41,443
+148
| +0.4% | +$18.2K | 0.46% | 51 |
|
|
2022
Q2 | $4.9M | Sell |
41,295
-8,240
| -17% | -$1.03M | 0.46% | 49 |
|
|
2022
Q1 | $6.35M | Sell |
49,535
-1,412
| -3% | -$178K | 0.53% | 47 |
|
|
2021
Q4 | $6.58M | Buy |
50,947
+865
| +2% | +$108K | 0.53% | 48 |
|
|
2021
Q3 | $5.89M | Buy |
50,082
+72
| +0.1% | +$8.82K | 0.51% | 48 |
|
|
2021
Q2 | $6.12M | Buy |
50,010
+3,833
| +8% | +$474K | 0.52% | 48 |
|
|
2021
Q1 | $5.45M | Buy |
46,177
+1,651
| +4% | +$185K | 0.49% | 48 |
|
|
2020
Q4 | $4.72M | Buy |
44,526
+4,650
| +12% | +$471K | 0.46% | 50 |
|
|
2020
Q3 | $3.68M | Buy |
39,876
+67
| +0.2% | +$6.32K | 0.41% | 53 |
|
|
2020
Q2 | $3.63M | Buy |
39,809
+1,979
| +5% | +$174K | 0.41% | 54 |
|
|
2020
Q1 | $3.02M | Buy |
37,830
+1,719
| +5% | +$170K | 0.39% | 54 |
|
|
2019
Q4 | $3.88M | Sell |
36,111
-935
| -3% | -$98.1K | 0.39% | 51 |
|
|
2019
Q3 | $3.8M | Buy |
37,046
+975
| +3% | +$98.3K | 0.4% | 49 |
|
|
2019
Q2 | $3.64M | Buy |
36,071
+5,936
| +20% | +$594K | 0.39% | 51 |
|
|
2019
Q1 | $3M | Buy |
30,135
+14,748
| +96% | +$1.42M | 0.33% | 53 |
|
|
2018
Q4 | $1.38M | Buy |
+15,387
| New | +$1.45M | 0.18% | 79 |
|
|
2017
Q2 | – | Sell |
-925
| Closed | -$82K | – | 166 |
|
|
2017
Q1 | $82K | Hold |
925
| – | – | 0.01% | 132 |
|
|
2016
Q4 | $79K | Sell |
925
-100
| -10% | -$8.4K | 0.01% | 131 |
|
|
2016
Q3 | $86K | Buy |
1,025
+175
| +21% | +$14.9K | 0.01% | 131 |
|
|
2016
Q2 | $71K | Buy |
+850
| New | +$69.1K | 0.01% | 131 |
|
Other funds holding SDY
JIC
Valley Wealth Managers's SDY Position: Q1 2026 in Review
Valley Wealth Managers reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 9.8% in Q1 2026, selling an estimated $411K and leaving 25,335 shares worth $3.7M. The position accounts for 0.24% of the portfolio, ranked #97.
Valley Wealth Managers first reported a position in SDY in Q2 2016 and has held it in 34 quarters since. The position peaked at $6.58M in Q4 2021. 1,233 funds tracked by Wall St. Rank hold SDY as of Q1 2026.
- Valley Wealth Managers held 25,335 shares of State Street SPDR S&P Dividend ETF worth $3.7M as of Q1 2026.
- Valley Wealth Managers sold 2,755 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $411K.
- State Street SPDR S&P Dividend ETF made up 0.24% of Valley Wealth Managers's portfolio in Q1 2026, its #97 holding.
- Valley Wealth Managers first reported a position in State Street SPDR S&P Dividend ETF in Q2 2016 and has held it in 34 quarters since.
- Valley Wealth Managers's State Street SPDR S&P Dividend ETF position peaked at $6.58M in Q4 2021.
- 1,233 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.
Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.