Visionary Horizons’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
Q3
$245K Sell
1,670
-396
-19% -$61.3K 0.1% 132
2026
Q2
$314K Sell
2,066
-10,946
-84% -$1.63M 0.13% 118
2026
Q1
$1.9M Buy
+13,012
New +$1.94M 0.94% 18

Other funds holding SDY

Visionary Horizons's SDY Position: Q3 2026 in Review

Visionary Horizons reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 19% in Q3 2026, selling an estimated $61.3K and leaving 1,670 shares worth $245K. The position accounts for 0.1% of the portfolio, ranked #132.

Visionary Horizons first reported a position in SDY in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.9M in Q1 2026. 790 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

  • Visionary Horizons held 1,670 shares of State Street SPDR S&P Dividend ETF worth $245K as of Q3 2026.
  • Visionary Horizons sold 396 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $61.3K.
  • State Street SPDR S&P Dividend ETF made up 0.1% of Visionary Horizons's portfolio in Q3 2026, its #132 holding.
  • Visionary Horizons first reported a position in State Street SPDR S&P Dividend ETF in Q1 2026 and has held it in 3 quarters since.
  • Visionary Horizons's State Street SPDR S&P Dividend ETF position peaked at $1.9M in Q1 2026.
  • 790 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Visionary Horizons's 13F filing for Q3 2026, filed 22 Oct 2026.