Cardiff Park Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Cardiff Park Advisors’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	$41.3K	Sell	283 -100	-26%	-$14.9K	﹤0.01%	336
2025 Q4	$53.3K	Hold	383	–	–	﹤0.01%	315
2025 Q3	$53.6K	Hold	383	–	–	﹤0.01%	336
2025 Q2	$52K	Hold	383	–	–	﹤0.01%	309
2025 Q1	$52K	Buy	383 +55	+17%	+$7.4K	0.01%	305
2024 Q4	$43.3K	Hold	328	–	–	﹤0.01%	302
2024 Q3	$46.6K	Hold	328	–	–	﹤0.01%	301
2024 Q2	$41.7K	Hold	328	–	–	﹤0.01%	295
2024 Q1	$43K	Hold	328	–	–	﹤0.01%	314
2023 Q4	$41K	Hold	328	–	–	﹤0.01%	290
2023 Q3	$37.7K	Buy	328 +100	+44%	+$12.2K	﹤0.01%	275
2023 Q2	$27.9K	Hold	228	–	–	﹤0.01%	295
2023 Q1	$28.2K	Hold	228	–	–	﹤0.01%	287
2022 Q4	$28.5K	Hold	228	–	–	﹤0.01%	285
2022 Q3	$25K	Hold	228	–	–	﹤0.01%	291
2022 Q2	$27K	Hold	228	–	–	﹤0.01%	288
2022 Q1	$29K	Hold	228	–	–	﹤0.01%	291
2021 Q4	$29K	Buy	+228	New	+$28.4K	﹤0.01%	285

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

Cardiff Park Advisors's SDY Position: Q1 2026 in Review

Cardiff Park Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 26% in Q1 2026, selling an estimated $14.9K and leaving 283 shares worth $41.3K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Cardiff Park Advisors first reported a position in SDY in Q4 2021 and has held it in 18 quarters since. The position peaked at $53.6K in Q3 2025. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Cardiff Park Advisors held 283 shares of State Street SPDR S&P Dividend ETF worth $41.3K as of Q1 2026.
Cardiff Park Advisors sold 100 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $14.9K.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Cardiff Park Advisors's portfolio in Q1 2026, its #336 holding.
Cardiff Park Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 18 quarters since.
Cardiff Park Advisors's State Street SPDR S&P Dividend ETF position peaked at $53.6K in Q3 2025.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.