CAP Partners LLC’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

CAP Partners LLC’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 Q2	$316K	Hold	2,075	–	–	0.15%	123
2026 Q1	$303K	Buy	+2,075	New	+$309K	0.17%	119

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CAP Partners LLC's SDY Position: Q2 2026 in Review

CAP Partners LLC held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 2,075 shares worth $316K. The position accounts for 0.15% of the portfolio, ranked #123.

CAP Partners LLC first reported a position in SDY in Q1 2026 and has held it in 2 quarters since. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

CAP Partners LLC held 2,075 shares of State Street SPDR S&P Dividend ETF worth $316K as of Q2 2026.
CAP Partners LLC left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.15% of CAP Partners LLC's portfolio in Q2 2026, its #123 holding.
CAP Partners LLC first reported a position in State Street SPDR S&P Dividend ETF in Q1 2026 and has held it in 2 quarters since.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on CAP Partners LLC's 13F filing for Q2 2026, filed 30 Jul 2026.