CIAS
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Capital Investment Advisory Services’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Capital Investment Advisory Services’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 		$401K Buy
2,635
+201
+8% +$29.9K 0.02% 492
2026
Q1 		$355K Sell
2,434
-79
-3% -$11.8K 0.03% 470
2025
Q4 		$350K Buy
2,513
+2
+0.1% +$278 0.02% 462
2025
Q3 		$352K Sell
2,511
-76
-3% -$10.6K 0.03% 442
2025
Q2 		$351K Buy
2,587
+2
+0.1% +$265 0.03% 417
2025
Q1 		$351K Buy
2,585
+50
+2% +$6.72K 0.03% 392
2024
Q4 		$335K Hold
2,535
– – 0.03% 372
2024
Q3 		$360K Sell
2,535
-348
-12% -$47.1K 0.03% 372
2024
Q2 		$367K Sell
2,883
-568
-16% -$73.2K 0.04% 352
2024
Q1 		$453K Sell
3,451
-1,262
-27% -$158K 0.05% 318
2023
Q4 		$589K Buy
4,713
+563
+14% +$66.1K 0.05% 260
2023
Q3 		$477K Buy
4,150
+34
+0.8% +$4.15K 0.05% 285
2023
Q2 		$505K Sell
4,116
-62
-1% -$7.57K 0.05% 272
2023
Q1 		$517K Sell
4,178
-54
-1% -$6.79K 0.06% 255
2022
Q4 		$530K Buy
4,232
+570
+16% +$70.4K 0.06% 255
2022
Q3 		$408K Hold
3,662
– – 0.05% 291
2022
Q2 		$435K Sell
3,662
-210
-5% -$26.2K 0.05% 281
2022
Q1 		$496K Buy
3,872
+226
+6% +$28.6K 0.05% 284
2021
Q4 		$471K Hold
3,646
– – 0.06% 284
2021
Q3 		$429K Hold
3,646
– – 0.05% 292
2021
Q2 		$446K Sell
3,646
-122
-3% -$15.1K 0.06% 294
2021
Q1 		$445K Sell
3,768
-250
-6% -$28K 0.06% 268
2020
Q4 		$426K Sell
4,018
-700
-15% -$70.8K 0.06% 273
2020
Q3 		$436K Sell
4,718
-794
-14% -$74.9K 0.08% 220
2020
Q2 		$503K Hold
5,512
– – 0.1% 181
2020
Q1 		$440K Buy
5,512
+1,658
+43% +$164K 0.11% 172
2019
Q4 		$415K Buy
3,854
+4
+0.1% +$420 0.11% 187
2019
Q3 		$395K Buy
3,850
+198
+5% +$20K 0.11% 176
2019
Q2 		$368K Buy
3,652
+97
+3% +$9.7K 0.11% 194
2019
Q1 		$353K Buy
3,555
+419
+13% +$40.3K 0.13% 149
2018
Q4 		$281K Buy
3,136
+405
+15% +$38.2K 0.12% 159
2018
Q3 		$267K Buy
2,731
+220
+9% +$21.3K 0.13% 177
2018
Q2 		$233K Buy
2,511
+135
+6% +$12.4K 0.12% 181
2018
Q1 		$217K Sell
2,376
-107
-4% -$10K 0.12% 169
2017
Q4 		$235K Buy
+2,483
New +$233K 0.14% 155

Other funds holding SDY

WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
RPWA
Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Capital Investment Advisory Services's SDY Position: Q2 2026 in Review

Capital Investment Advisory Services increased its State Street SPDR S&P Dividend ETF (SDY) stake by 8.3% in Q2 2026, buying an estimated $29.9K and bringing the position to 2,635 shares worth $401K. The position accounts for 0.02% of the portfolio, ranked #492.

Capital Investment Advisory Services first reported a position in SDY in Q4 2017 and has held it in 35 quarters since. The position peaked at $589K in Q4 2023. 378 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Capital Investment Advisory Services held 2,635 shares of State Street SPDR S&P Dividend ETF worth $401K as of Q2 2026.
  • Capital Investment Advisory Services bought 201 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $29.9K.
  • State Street SPDR S&P Dividend ETF made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #492 holding.
  • Capital Investment Advisory Services first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and has held it in 35 quarters since.
  • Capital Investment Advisory Services's State Street SPDR S&P Dividend ETF position peaked at $589K in Q4 2023.
  • 378 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.