Capital Investment Advisory Services’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
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
JIC
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. 1,249 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.
- 1,249 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.