Caitlin John’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Caitlin John’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	$149	Hold	1	–	–	﹤0.01%	908
2025 Q4	$141	Hold	1	–	–	﹤0.01%	900
2025 Q3	$141	Buy	+1	New	+$139	﹤0.01%	854
2024 Q2	–	Sell	-30	Closed	-$3.88K	–	934
2024 Q1	$3.88K	Buy	30 +1	+3%	+$125	﹤0.01%	604
2023 Q4	$3.68K	Buy	+29	New	+$3.4K	﹤0.01%	604

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

Caitlin John's SDY Position: Q1 2026 in Review

Caitlin John held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 1 share worth $149. The position accounts for ﹤0.01% of the portfolio, ranked #908.

Caitlin John first reported a position in SDY in Q4 2023 and has held it in 5 quarters since. The position peaked at $3.88K in Q1 2024. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Caitlin John held 1 share of State Street SPDR S&P Dividend ETF worth $149 as of Q1 2026.
Caitlin John left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Caitlin John's portfolio in Q1 2026, its #908 holding.
Caitlin John first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 5 quarters since.
Caitlin John's State Street SPDR S&P Dividend ETF position peaked at $3.88K in Q1 2024.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.