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 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 $1.37T 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

Capasso Planning Partners's SDY Position: Q1 2026 in Review

Capasso Planning Partners opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q1 2026: 1,424 shares worth $208K. The stake represents 0.11% of the portfolio and ranks #73 among its holdings. This is a return to the name: Capasso Planning Partners previously reported a position in SDY as recently as Q3 2025.

Capasso Planning Partners first reported a position in SDY in Q2 2024 and has held it in 7 quarters since. The position peaked at $580K in Q2 2024. 1,233 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Capasso Planning Partners held 1,424 shares of State Street SPDR S&P Dividend ETF worth $208K as of Q1 2026.
State Street SPDR S&P Dividend ETF was a new Capasso Planning Partners position in Q1 2026.
State Street SPDR S&P Dividend ETF made up 0.11% of Capasso Planning Partners's portfolio in Q1 2026, its #73 holding.
Capasso Planning Partners first reported a position in State Street SPDR S&P Dividend ETF in Q2 2024 and has held it in 7 quarters since.
Capasso Planning Partners's State Street SPDR S&P Dividend ETF position peaked at $580K in Q2 2024.
1,233 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Capasso Planning Partners's 13F filing for Q1 2026, filed 27 May 2026.