SDY β€” SPDR S&P DIVIDEND ETF OTHER

Ownership history in GreatBanc Trust CO  Β·  11 quarters on record

AI Ownership Summary

GreatBanc Trust CO reported SPDR S&P DIVIDEND ETF OTHER (SDY) in 11 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 1.18% in 2025 Q3. The latest visible filing shows SDY at 1.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SDY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GreatBanc Trust CO's position in SPDR S&P DIVIDEND ETF OTHER, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SDY was reported at 1.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.18% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How GreatBanc Trust CO held SDY β€” position size vs. price
% of Fund (quarterly)    SDY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 11,978 -360 -2.9% 1.17% $1.7M 2026-02-14 (Est.) $154.31
2025 Q3 REDUCED 12,338 -24,990 -66.9% 1.18% $1.7M 2025-11-14 $136.39
9 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About GreatBanc Trust CO and SDY

These are the practical questions this page is built to answer before you even open the full history table.

How long has GreatBanc Trust CO reported owning SDY?

GreatBanc Trust CO reported SDY across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported SDY position in GreatBanc Trust CO's portfolio?

The largest reported portfolio weight for SDY was 1.18% in 2025 Q3.

What is the latest reported SDY position on this page?

The most recent filing on this page is 2025 Q4, when GreatBanc Trust CO reported 11,978 shares, equal to 1.17% of portfolio, with an estimated market value of $1.7M.

What does the chart on this SDY ownership page compare?

The chart compares GreatBanc Trust CO's quarterly SDY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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