Vista Capital Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Vista Capital 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	$277K	Hold	1,819	–	–	0.02%	137
2026 Q1	$265K	Sell	1,819 -182	-9%	-$27.1K	0.03%	128
2025 Q4	$278K	Sell	2,001 -75	-4%	-$10.4K	0.03%	125
2025 Q3	$291K	Hold	2,076	–	–	0.03%	108
2025 Q2	$282K	Hold	2,076	–	–	0.03%	101
2025 Q1	$282K	Hold	2,076	–	–	0.03%	87
2024 Q4	$274K	Hold	2,076	–	–	0.03%	94
2024 Q3	$295K	Hold	2,076	–	–	0.03%	83
2024 Q2	$264K	Sell	2,076 -135	-6%	-$17.4K	0.03%	75
2024 Q1	$290K	Sell	2,211 -279	-11%	-$35K	0.04%	74
2023 Q4	$311K	Buy	2,490 +12	+0.5%	+$1.41K	0.04%	65
2023 Q3	$285K	Sell	2,478 -165	-6%	-$20.1K	0.04%	62
2023 Q2	$324K	Sell	2,643 -412	-13%	-$50.3K	0.04%	64
2023 Q1	$378K	Sell	3,055 -213	-7%	-$26.8K	0.06%	57
2022 Q4	$409K	Sell	3,268 -531	-14%	-$65.6K	0.06%	49
2022 Q3	$424K	Sell	3,799 -351	-8%	-$43.2K	0.07%	43
2022 Q2	$493K	Buy	4,150 +456	+12%	+$56.9K	0.08%	39
2022 Q1	$473K	Sell	3,694 -117	-3%	-$14.8K	0.06%	48
2021 Q4	$492K	Buy	3,811 +234	+7%	+$29.1K	0.06%	47
2021 Q3	$420K	Hold	3,577	–	–	0.06%	51
2021 Q2	$437K	Buy	+3,577	New	+$442K	0.06%	46

Other funds holding SDY

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

MSA

Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WFM

Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Vista Capital Partners's SDY Position: Q2 2026 in Review

Vista Capital Partners held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 1,819 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #137.

Vista Capital Partners first reported a position in SDY in Q2 2021 and has held it in 21 quarters since. The position peaked at $493K in Q2 2022. 649 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Vista Capital Partners held 1,819 shares of State Street SPDR S&P Dividend ETF worth $277K as of Q2 2026.
Vista Capital Partners left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.02% of Vista Capital Partners's portfolio in Q2 2026, its #137 holding.
Vista Capital Partners first reported a position in State Street SPDR S&P Dividend ETF in Q2 2021 and has held it in 21 quarters since.
Vista Capital Partners's State Street SPDR S&P Dividend ETF position peaked at $493K in Q2 2022.
649 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Vista Capital Partners's 13F filing for Q2 2026, filed 24 Jul 2026.