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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Venture Visionary Partners's SDY Position: Q2 2026 in Review

Venture Visionary Partners reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.3% in Q2 2026, selling an estimated $745 and leaving 1,674 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #617.

Venture Visionary Partners first reported a position in SDY in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.52M in Q1 2023. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Venture Visionary Partners held 1,674 shares of State Street SPDR S&P Dividend ETF worth $255K as of Q2 2026.
Venture Visionary Partners sold 5 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $745.
State Street SPDR S&P Dividend ETF made up 0.01% of Venture Visionary Partners's portfolio in Q2 2026, its #617 holding.
Venture Visionary Partners first reported a position in State Street SPDR S&P Dividend ETF in Q2 2022 and has held it in 16 quarters since.
Venture Visionary Partners's State Street SPDR S&P Dividend ETF position peaked at $2.52M in Q1 2023.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.