Childress Capital Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Childress Capital 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	$655K	Buy	4,491 +666	+17%	+$99.2K	0.12%	124
2025 Q4	$532K	Hold	3,825	–	–	0.09%	172
2025 Q3	$536K	Hold	3,825	–	–	0.1%	146
2025 Q2	$519K	Sell	3,825 -370	-9%	-$49.1K	0.13%	121
2025 Q1	$569K	Sell	4,195 -376	-8%	-$50.6K	0.16%	90
2024 Q4	$604K	Hold	4,571	–	–	0.17%	83
2024 Q3	$649K	Hold	4,571	–	–	0.18%	85
2024 Q2	$581K	Hold	4,571	–	–	0.16%	87
2024 Q1	$600K	Hold	4,571	–	–	0.17%	83
2023 Q4	$571K	Hold	4,571	–	–	0.17%	82
2023 Q3	$526K	Buy	4,571 +600	+15%	+$73.2K	0.17%	83
2023 Q2	$487K	Buy	+3,971	New	+$485K	0.21%	56
2022 Q4	–	Sell	-9,206	Closed	-$1.03M	–	194
2022 Q3	$1.03M	Sell	9,206 -1	-0%	-$123	0.4%	48
2022 Q2	$1.09M	Buy	9,207 +37	+0.4%	+$4.61K	0.43%	46
2022 Q1	$1.18M	Buy	+9,170	New	+$1.16M	0.41%	45
2021 Q1	–	Sell	-600	Closed	-$64K	–	806
2020 Q4	$64K	Buy	+600	New	+$60.7K	0.04%	191

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

Childress Capital Advisors's SDY Position: Q1 2026 in Review

Childress Capital Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 17% in Q1 2026, buying an estimated $99.2K and bringing the position to 4,491 shares worth $655K. The position accounts for 0.12% of the portfolio, ranked #124.

Childress Capital Advisors first reported a position in SDY in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.18M in Q1 2022. 1,234 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Childress Capital Advisors held 4,491 shares of State Street SPDR S&P Dividend ETF worth $655K as of Q1 2026.
Childress Capital Advisors bought 666 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $99.2K.
State Street SPDR S&P Dividend ETF made up 0.12% of Childress Capital Advisors's portfolio in Q1 2026, its #124 holding.
Childress Capital Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and has held it in 16 quarters since.
Childress Capital Advisors's State Street SPDR S&P Dividend ETF position peaked at $1.18M 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 Childress Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.