Y-Intercept (HK)’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Y-Intercept (HK)’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	$1.5M	Sell	9,888 -389	-4%	-$58K	0.03%	856
2026 Q1	$1.5M	Buy	10,277 +7,979	+347%	+$1.19M	0.03%	852
2025 Q4	$320K	Buy	+2,298	New	+$320K	0.01%	1355
2025 Q3	–	Sell	-4,719	Closed	-$641K	–	1986
2025 Q2	$641K	Buy	+4,719	New	+$626K	0.02%	1111
2024 Q2	–	Sell	-6,825	Closed	-$896K	–	1865
2024 Q1	$896K	Buy	+6,825	New	+$856K	0.07%	433
2023 Q1	–	Sell	-2,971	Closed	-$372K	–	1503
2022 Q4	$372K	Sell	2,971 -3,456	-54%	-$427K	0.05%	556
2022 Q3	$717K	Buy	+6,427	New	+$792K	0.07%	409
2022 Q2	–	Sell	-3,577	Closed	-$458K	–	1157
2022 Q1	$458K	Buy	+3,577	New	+$452K	0.1%	289
2021 Q2	–	Sell	-4,399	Closed	-$522K	–	862
2021 Q1	$522K	Buy	+4,399	New	+$493K	0.14%	245

Other funds holding SDY

WFM

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

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

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

RPWA

Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Y-Intercept (HK)'s SDY Position: Q2 2026 in Review

Y-Intercept (HK) reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 3.8% in Q2 2026, selling an estimated $58K and leaving 9,888 shares worth $1.5M. The position accounts for 0.03% of the portfolio, ranked #856.

Y-Intercept (HK) first reported a position in SDY in Q1 2021 and has held it in 9 quarters since. 331 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Y-Intercept (HK) held 9,888 shares of State Street SPDR S&P Dividend ETF worth $1.5M as of Q2 2026.
Y-Intercept (HK) sold 389 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $58K.
State Street SPDR S&P Dividend ETF made up 0.03% of Y-Intercept (HK)'s portfolio in Q2 2026, its #856 holding.
Y-Intercept (HK) first reported a position in State Street SPDR S&P Dividend ETF in Q1 2021 and has held it in 9 quarters since.
331 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.