WoodTrust Financial’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
Q2 | $288K | Hold |
1,894
| – | – | 0.03% | 153 |
|
|
2026
Q1 | $276K | Hold |
1,894
| – | – | 0.04% | 152 |
|
|
2025
Q4 | $264K | Hold |
1,894
| – | – | 0.03% | 161 |
|
|
2025
Q3 | $265K | Buy |
+1,894
| New | +$264K | 0.03% | 164 |
|
|
2025
Q2 | – | Sell |
-1,894
| Closed | -$257K | – | 157 |
|
|
2025
Q1 | $257K | Hold |
1,894
| – | – | 0.04% | 144 |
|
|
2024
Q4 | $250K | Hold |
1,894
| – | – | 0.04% | 154 |
|
|
2024
Q3 | $269K | Hold |
1,894
| – | – | 0.04% | 155 |
|
|
2024
Q2 | $241K | Buy |
+1,894
| New | +$244K | 0.04% | 153 |
|
|
2024
Q1 | – | Sell |
-1,894
| Closed | -$237K | – | 181 |
|
|
2023
Q4 | $237K | Hold |
1,894
| – | – | 0.04% | 151 |
|
|
2023
Q3 | $218K | Sell |
1,894
-721
| -28% | -$88K | 0.04% | 143 |
|
|
2023
Q2 | $321K | Hold |
2,615
| – | – | 0.06% | 119 |
|
|
2023
Q1 | $324K | Sell |
2,615
-818
| -24% | -$103K | 0.06% | 119 |
|
|
2022
Q4 | $430K | Sell |
3,433
-154
| -4% | -$19K | 0.09% | 107 |
|
|
2022
Q3 | $400K | Buy |
3,587
+78
| +2% | +$9.61K | 0.09% | 107 |
|
|
2022
Q2 | $416K | Sell |
3,509
-121
| -3% | -$15.1K | 0.09% | 107 |
|
|
2022
Q1 | $465K | Hold |
3,630
| – | – | 0.09% | 103 |
|
|
2021
Q4 | $469K | Sell |
3,630
-48
| -1% | -$5.97K | 0.1% | 100 |
|
|
2021
Q3 | $432K | Hold |
3,678
| – | – | 0.1% | 96 |
|
|
2021
Q2 | $450K | Hold |
3,678
| – | – | 0.12% | 62 |
|
|
2021
Q1 | $434K | Buy |
3,678
+42
| +1% | +$4.71K | 0.13% | 55 |
|
|
2020
Q4 | $385K | Buy |
3,636
+137
| +4% | +$13.9K | 0.12% | 59 |
|
|
2020
Q3 | $323K | Hold |
3,499
| – | – | 0.12% | 69 |
|
|
2020
Q2 | $319K | Sell |
3,499
-5,534
| -61% | -$486K | 0.13% | 61 |
|
|
2020
Q1 | $721K | Buy |
9,033
+5,207
| +136% | +$514K | 0.34% | 47 |
|
|
2019
Q4 | $412K | Hold |
3,826
| – | – | 0.16% | 56 |
|
|
2019
Q3 | $393K | Hold |
3,826
| – | – | 0.17% | 54 |
|
|
2019
Q2 | $386K | Buy |
3,826
+180
| +5% | +$18K | 0.17% | 54 |
|
|
2019
Q1 | $362K | Hold |
3,646
| – | – | 0.17% | 57 |
|
|
2018
Q4 | $326K | Hold |
3,646
| – | – | 0.18% | 60 |
|
|
2018
Q3 | $357K | Sell |
3,646
-20
| -0.5% | -$1.94K | 0.17% | 62 |
|
|
2018
Q2 | $340K | Hold |
3,666
| – | – | 0.18% | 62 |
|
|
2018
Q1 | $334K | Buy |
3,666
+488
| +15% | +$45.6K | 0.18% | 60 |
|
|
2017
Q4 | $300K | Buy |
+3,178
| New | +$298K | 0.16% | 61 |
|
Other funds holding SDY
JIC
WoodTrust Financial's SDY Position: Q2 2026 in Review
WoodTrust Financial held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 1,894 shares worth $288K. The position accounts for 0.03% of the portfolio, ranked #153.
WoodTrust Financial first reported a position in SDY in Q4 2017 and has held it in 33 quarters since. The position peaked at $721K in Q1 2020. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.
- WoodTrust Financial held 1,894 shares of State Street SPDR S&P Dividend ETF worth $288K as of Q2 2026.
- WoodTrust Financial left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
- State Street SPDR S&P Dividend ETF made up 0.03% of WoodTrust Financial's portfolio in Q2 2026, its #153 holding.
- WoodTrust Financial first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and has held it in 33 quarters since.
- WoodTrust Financial's State Street SPDR S&P Dividend ETF position peaked at $721K in Q1 2020.
- 1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.
Based on WoodTrust Financial's 13F filing for Q2 2026, filed 27 Jul 2026.