CSF
SDY icon

Capital Squared Financial’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Capital Squared Financial’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 		$237K Buy
1,556
+10
+0.6% +$1.49K 0.15% 80
2026
Q1 		$226K Sell
1,546
-865
-36% -$129K 0.17% 78
2025
Q4 		$335K Buy
2,411
+18
+0.8% +$2.5K 0.26% 63
2025
Q3 		$335K Buy
2,393
+15
+0.6% +$2.09K 0.29% 61
2025
Q2 		$323K Buy
+2,378
New +$315K 0.38% 50

Other funds holding SDY

BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MSA
Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return
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
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

Capital Squared Financial's SDY Position: Q2 2026 in Review

Capital Squared Financial increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.65% in Q2 2026, buying an estimated $1.49K and bringing the position to 1,556 shares worth $237K. The position accounts for 0.15% of the portfolio, ranked #80.

Capital Squared Financial first reported a position in SDY in Q2 2025 and has held it in 5 quarters since. The position peaked at $335K in Q4 2025. 436 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Capital Squared Financial held 1,556 shares of State Street SPDR S&P Dividend ETF worth $237K as of Q2 2026.
  • Capital Squared Financial bought 10 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $1.49K.
  • State Street SPDR S&P Dividend ETF made up 0.15% of Capital Squared Financial's portfolio in Q2 2026, its #80 holding.
  • Capital Squared Financial first reported a position in State Street SPDR S&P Dividend ETF in Q2 2025 and has held it in 5 quarters since.
  • Capital Squared Financial's State Street SPDR S&P Dividend ETF position peaked at $335K in Q4 2025.
  • 436 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.