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 Q2	$580K	Sell	3,811 -680	-15%	-$101K	0.1%	152
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Childress Capital Advisors's SDY Position: Q2 2026 in Review

Childress Capital Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 15% in Q2 2026, selling an estimated $101K and leaving 3,811 shares worth $580K. The position accounts for 0.1% of the portfolio, ranked #152.

Childress Capital Advisors first reported a position in SDY in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.18M in Q1 2022. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Childress Capital Advisors held 3,811 shares of State Street SPDR S&P Dividend ETF worth $580K as of Q2 2026.
Childress Capital Advisors sold 680 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $101K.
State Street SPDR S&P Dividend ETF made up 0.1% of Childress Capital Advisors's portfolio in Q2 2026, its #152 holding.
Childress Capital Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and has held it in 17 quarters since.
Childress Capital Advisors's State Street SPDR S&P Dividend ETF position peaked at $1.18M in Q1 2022.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Childress Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.