Capstone Wealth Management Group (Pennsylvania)’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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	$1.53M	Sell	10,472 -7,495	-42%	-$1.12M	0.64%	33
2025 Q4	$2.5M	Sell	17,967 -589	-3%	-$82K	1.05%	25
2025 Q3	$2.6M	Sell	18,556 -608	-3%	-$84.8K	1.1%	25
2025 Q2	$2.6M	Sell	19,164 -3,191	-14%	-$423K	2.5%	9
2025 Q1	$3.03M	Sell	22,355 -14,387	-39%	-$1.94M	1.73%	18
2024 Q4	$4.85M	Buy	36,742 +29	+0.1%	+$4.05K	2.6%	12
2024 Q3	$5.21M	Buy	36,713 +145	+0.4%	+$19.6K	3.09%	9
2024 Q2	$4.65M	Buy	36,568 +1,425	+4%	+$184K	3.04%	9
2024 Q1	$4.61M	Sell	35,143 -4,504	-11%	-$565K	3.31%	8
2023 Q4	$4.95M	Sell	39,647 -346	-0.9%	-$40.6K	4.69%	6
2023 Q3	$4.6M	Sell	39,993 -783	-2%	-$95.6K	4.76%	6
2023 Q2	$5M	Sell	40,776 -32,906	-45%	-$4.02M	5.16%	6
2023 Q1	$9.12M	Sell	73,682 -2,375	-3%	-$299K	10.1%	3
2022 Q4	$9.52M	Sell	76,057 -2,611	-3%	-$322K	10.24%	2
2022 Q3	$8.77M	Buy	78,668 +397	+0.5%	+$48.9K	11.22%	2
2022 Q2	$9.29M	Buy	78,271 +610	+0.8%	+$76.1K	11.2%	2
2022 Q1	$9.95M	Buy	77,661 +1,568	+2%	+$198K	9.94%	2
2021 Q4	$9.82M	Buy	+76,093	New	+$9.47M	7.99%	4

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

Capstone Wealth Management Group (Pennsylvania)'s SDY Position: Q1 2026 in Review

Capstone Wealth Management Group (Pennsylvania) reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 42% in Q1 2026, selling an estimated $1.12M and leaving 10,472 shares worth $1.53M. The position accounts for 0.64% of the portfolio, ranked #33.

Capstone Wealth Management Group (Pennsylvania) first reported a position in SDY in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.95M in Q1 2022. 1,234 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Capstone Wealth Management Group (Pennsylvania) held 10,472 shares of State Street SPDR S&P Dividend ETF worth $1.53M as of Q1 2026.
Capstone Wealth Management Group (Pennsylvania) sold 7,495 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $1.12M.
State Street SPDR S&P Dividend ETF made up 0.64% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q1 2026, its #33 holding.
Capstone Wealth Management Group (Pennsylvania) first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 18 quarters since.
Capstone Wealth Management Group (Pennsylvania)'s State Street SPDR S&P Dividend ETF position peaked at $9.95M in Q1 2022.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2026, filed 29 Apr 2026.