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 Q3	$197K	Sell	1,342 -33	-2%	-$5.11K	0.07%	150
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

YANKCOM Partnership's SDY Position: Q3 2026 in Review

YANKCOM Partnership reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 2.4% in Q3 2026, selling an estimated $5.11K and leaving 1,342 shares worth $197K. The position accounts for 0.07% of the portfolio, ranked #150.

YANKCOM Partnership first reported a position in SDY in Q4 2024 and has held it in 8 quarters since. The position peaked at $380K in Q3 2025. 899 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

YANKCOM Partnership held 1,342 shares of State Street SPDR S&P Dividend ETF worth $197K as of Q3 2026.
YANKCOM Partnership sold 33 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $5.11K.
State Street SPDR S&P Dividend ETF made up 0.07% of YANKCOM Partnership's portfolio in Q3 2026, its #150 holding.
YANKCOM Partnership first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 8 quarters since.
YANKCOM Partnership's State Street SPDR S&P Dividend ETF position peaked at $380K in Q3 2025.
899 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on YANKCOM Partnership's 13F filing for Q3 2026, filed 15 Oct 2026.