YANKCOM Partnership’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

YANKCOM Partnership’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	$209K	Sell	1,375 -1,067	-44%	-$159K	0.08%	145
2026 Q1	$356K	Sell	2,442 -273	-10%	-$40.7K	0.15%	110
2025 Q4	$378K	Hold	2,715	–	–	0.16%	106
2025 Q3	$380K	Hold	2,715	–	–	0.17%	109
2025 Q2	$369K	Hold	2,715	–	–	0.18%	109
2025 Q1	$368K	Hold	2,715	–	–	0.2%	104
2024 Q4	$359K	Buy	+2,715	New	+$379K	0.19%	111

Other funds holding SDY

JIC

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

1SB

1ST Source Bank South Bend, Indiana $2.21B AUM 28.75% 1-Year Est. Return

YANKCOM Partnership's SDY Position: Q2 2026 in Review

YANKCOM Partnership reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 44% in Q2 2026, selling an estimated $159K and leaving 1,375 shares worth $209K. The position accounts for 0.08% of the portfolio, ranked #145.

YANKCOM Partnership first reported a position in SDY in Q4 2024 and has held it in 7 quarters since. The position peaked at $380K in Q3 2025. 833 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

YANKCOM Partnership held 1,375 shares of State Street SPDR S&P Dividend ETF worth $209K as of Q2 2026.
YANKCOM Partnership sold 1,067 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $159K.
State Street SPDR S&P Dividend ETF made up 0.08% of YANKCOM Partnership's portfolio in Q2 2026, its #145 holding.
YANKCOM Partnership first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 7 quarters since.
YANKCOM Partnership's State Street SPDR S&P Dividend ETF position peaked at $380K in Q3 2025.
833 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on YANKCOM Partnership's 13F filing for Q2 2026, filed 21 Jul 2026.