Caerus Investment Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Caerus Investment Advisors’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 Q1	$234K	Hold	1,600	–	–	0.1%	213
2025 Q4	$223K	Hold	1,600	–	–	0.07%	289
2025 Q3	$224K	Hold	1,600	–	–	0.09%	247
2025 Q2	$217K	Hold	1,600	–	–	0.21%	31
2025 Q1	$217K	Hold	1,600	–	–	0.21%	30
2024 Q4	$211K	Hold	1,600	–	–	0.2%	30
2024 Q3	$227K	Hold	1,600	–	–	0.22%	29
2024 Q2	$203K	Hold	1,600	–	–	0.2%	30
2024 Q1	$210K	Buy	+1,600	New	+$201K	0.2%	34
2023 Q1	–	Sell	-1,600	Closed	-$200K	–	53
2022 Q4	$200K	Buy	+1,600	New	+$198K	0.3%	42

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Caerus Investment Advisors's SDY Position: Q1 2026 in Review

Caerus Investment Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 1,600 shares worth $234K. The position accounts for 0.1% of the portfolio, ranked #213.

Caerus Investment Advisors first reported a position in SDY in Q4 2022 and has held it in 10 quarters since. 1,233 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Caerus Investment Advisors held 1,600 shares of State Street SPDR S&P Dividend ETF worth $234K as of Q1 2026.
Caerus Investment Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
State Street SPDR S&P Dividend ETF made up 0.1% of Caerus Investment Advisors's portfolio in Q1 2026, its #213 holding.
Caerus Investment Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 10 quarters since.
1,233 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.