Question 1

How many shares of SDY does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 211,188 shares of SDY (SPDR S&P DIVIDEND ETF  ETF).

Question 2

What is Steward Partners Investment Advisory, LLC's SDY position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's SDY position is worth $32.1M.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling SDY?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC decreased their SDY position (-2.3% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy SDY?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in SDY in 2019-Q1. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	211,188	-2.3%	$32.1M	0.2%	$152.18	0
2026-Q1	Decreased	216,208	-1.8%	$31.6M	0.2%	$154.56	0
2025-Q4	Increased	220,100	+1.7%	$30.6M	0.2%	$140.12	35
2025-Q3	Increased	216,449	+7.8%	$30.3M	0.2%	$138.29	37
2025-Q2	Increased	200,793	+19.6%	$27.3M	0.2%	$133.44	41
2025-Q1	Increased	167,874	+2.8%	$22.8M	0.2%	$131.57	35
2024-Q4	Increased	163,372	+6.1%	$21.6M	0.2%	$128.20	36
2024-Q3	Increased	153,962	+6.2%	$21.9M	0.2%	$136.90	36
2024-Q2	Increased	145,025	+0.5%	$18.4M	0.2%	$122.20	34
2024-Q1	Increased	144,311	+2.1%	$18.9M	0.2%	$125.26	35
2023-Q4	Increased	141,381	+4.3%	$17.7M	0.2%	$118.61	35
2023-Q3	Increased	135,502	+0.4%	$15.6M	0.2%	$108.31	34
2023-Q2	Increased	135,007	+2.5%	$16.5M	0.2%	$114.10	35
2023-Q1	Decreased	131,701	-0.0%	$16.3M	0.3%	$113.39	0
2022-Q4	Increased	131,715	+5.3%	$16.5M	0.3%	$115.60	36
2022-Q3	Increased	125,144	+0.6%	$14M	0.3%	$103.64	34
2022-Q2	Increased	124,392	+1.0%	$14.8M	0.3%	$108.63	34
2022-Q1	Decreased	123,207	-6.9%	$15.8M	0.2%	$117.33	0
2021-Q4	Increased	132,310	+2.7%	$17.1M	0.3%	$115.97	35
2021-Q3	Increased	128,798	+3.6%	$15.1M	0.3%	$106.84	35
2021-Q2	Decreased	124,261	-58.5%	$15.2M	0.3%	$108.25	0
2021-Q1	Increased	299,092	+165.7%	$17.7B	0.3%	$105.35	62
2020-Q4	Increased	112,550	+2.0%	$11.9M	0.3%	$92.82	34
2020-Q3	Increased	110,323	+3.2%	$10.2M	0.3%	$80.13	34
2020-Q2	Decreased	106,924	-4.8%	$9.8M	0.3%	$78.05	0
2020-Q1	Decreased	112,360	-42.8%	$9M	0.3%	$69.81	0
2019-Q4	Increased	196,376	+2.5%	$21.1M	0.6%	$91.55	41
2019-Q3	Increased	191,685	+6.7%	$19.7M	0.7%	$86.49	43
2019-Q2	Increased	179,652	+10.6%	$18.1M	0.7%	$84.84	44
2019-Q1	New	162,512	-	$16.2M	0.7%	$83.09	55

SDY30 quarters

SDY
30 quarters