SDY — SPDR S&P Dividend

Ownership history in Linscomb Wealth, Inc.  ·  51 quarters on record

This page tracks every 13F SEC filing in which Linscomb Wealth, Inc. reported a position in SPDR S&P Dividend (SDY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.83% (2018 Q4)
Avg. % of fund
2.84%
First filed
2013 Q2
Last filed
2025 Q4
Quarters held
51
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 278,103 -260 -0.1% 1.62% $38.7M $139.16
2025 Q3 REDUCED 278,363 -5,596 -2.0% 1.68% $39.0M $139.04
2025 Q2 REDUCED 283,959 -2,571 -0.9% 1.77% $38.5M $133.90
2025 Q1 REDUCED 286,530 -11,135 -3.7% 1.94% $38.9M $132.93
47 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SDY price (monthly, adj. close)

Other funds also holding SDY

As of 2025 Q4 — sorted by position size

Joel Isaacson & Co., LLC 3Y 7Y 12.81% Elk River Wealth Management LLC 3Y 9.4% Lanham O'Dell & Company, Inc. 3Y 8.7% Jackson, Grant Investment Advisers, Inc. 3Y 7Y 8.06% Wolff Financial Management LLC 3Y 7Y 7.95% KITCHING PARTNERS, LLC 7.76% SARD WEALTH MANAGEMENT GROUP, LLC 7.32% MARINO, STRAM & ASSOCIATES LLC 3Y 7Y 7.04% Koenig Investment Advisory, LLC 6.18% Hubbell Strickland Wealth Management, LLC 3Y 5.85%
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