VVP
SDY icon

Venture Visionary Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Venture Visionary Partners’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
Q3 		$231K Sell
1,576
-98
-6% -$15.2K 0.01% 626
2026
Q2 		$255K Sell
1,674
-5
-0.3% -$745 0.01% 617
2026
Q1 		$245K Sell
1,679
-100
-6% -$14.9K 0.01% 554
2025
Q4 		$248K Sell
1,779
-489
-22% -$68K 0.01% 562
2025
Q3 		$318K Sell
2,268
-595
-21% -$83K 0.01% 501
2025
Q2 		$389K Buy
2,863
+784
+38% +$104K 0.01% 451
2025
Q1 		$282K Buy
2,079
+35
+2% +$4.71K 0.01% 472
2024
Q4 		$270K Buy
2,044
+190
+10% +$26.5K 0.01% 468
2024
Q3 		$263K Hold
1,854
– – 0.01% 479
2024
Q2 		$236K Sell
1,854
-120
-6% -$15.5K 0.01% 499
2024
Q1 		$259K Sell
1,974
-211
-10% -$26.5K 0.01% 476
2023
Q4 		$273K Sell
2,185
-16,492
-88% -$1.94M 0.01% 445
2023
Q3 		$2.15M Sell
18,677
-1,241
-6% -$151K 0.13% 150
2023
Q2 		$2.44M Sell
19,918
-469
-2% -$57.3K 0.14% 141
2023
Q1 		$2.52M Buy
20,387
+646
+3% +$81.3K 0.16% 132
2022
Q4 		$2.47M Buy
+19,741
New +$2.44M 0.18% 119
2022
Q3 		– Sell
-1,250
Closed -$148K – 1346
2022
Q2 		$148K Buy
+1,250
New +$156K 0.01% 509

Other funds holding SDY

GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

Venture Visionary Partners's SDY Position: Q3 2026 in Review

Venture Visionary Partners reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 5.9% in Q3 2026, selling an estimated $15.2K and leaving 1,576 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #626.

Venture Visionary Partners first reported a position in SDY in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.52M in Q1 2023. 63 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

  • Venture Visionary Partners held 1,576 shares of State Street SPDR S&P Dividend ETF worth $231K as of Q3 2026.
  • Venture Visionary Partners sold 98 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $15.2K.
  • State Street SPDR S&P Dividend ETF made up 0.01% of Venture Visionary Partners's portfolio in Q3 2026, its #626 holding.
  • Venture Visionary Partners first reported a position in State Street SPDR S&P Dividend ETF in Q2 2022 and has held it in 17 quarters since.
  • Venture Visionary Partners's State Street SPDR S&P Dividend ETF position peaked at $2.52M in Q1 2023.
  • 63 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.