Capasso Planning Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Capasso Planning Partners’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	$217K	Buy	1,425 +1	+0.1%	+$149	0.11%	78
2026 Q1	$208K	Buy	+1,424	New	+$212K	0.11%	73
2025 Q4	–	Sell	-1,932	Closed	-$270K	–	83
2025 Q3	$270K	Sell	1,932 -21	-1%	-$2.93K	0.17%	61
2025 Q2	$265K	Sell	1,953 -334	-15%	-$44.3K	0.15%	71
2025 Q1	$310K	Sell	2,287 -179	-7%	-$24.1K	0.13%	85
2024 Q4	$326K	Sell	2,466 -954	-28%	-$133K	0.13%	87
2024 Q3	$486K	Sell	3,420 -1,140	-25%	-$154K	0.14%	97
2024 Q2	$580K	Buy	+4,560	New	+$587K	0.19%	78

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

Capasso Planning Partners's SDY Position: Q2 2026 in Review

Capasso Planning Partners increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.07% in Q2 2026, buying an estimated $149 and bringing the position to 1,425 shares worth $217K. The position accounts for 0.11% of the portfolio, ranked #78.

Capasso Planning Partners first reported a position in SDY in Q2 2024 and has held it in 8 quarters since. The position peaked at $580K in Q2 2024. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Capasso Planning Partners held 1,425 shares of State Street SPDR S&P Dividend ETF worth $217K as of Q2 2026.
Capasso Planning Partners bought 1 State Street SPDR S&P Dividend ETF share in Q2 2026, an estimated $149.
State Street SPDR S&P Dividend ETF made up 0.11% of Capasso Planning Partners's portfolio in Q2 2026, its #78 holding.
Capasso Planning Partners first reported a position in State Street SPDR S&P Dividend ETF in Q2 2024 and has held it in 8 quarters since.
Capasso Planning Partners's State Street SPDR S&P Dividend ETF position peaked at $580K in Q2 2024.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Capasso Planning Partners's 13F filing for Q2 2026, filed 18 Aug 2026.