Coastal Bridge Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Coastal Bridge 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	$273K	Hold	1,794	–	–	0.02%	406
2026 Q1	$262K	Sell	1,794 -746	-29%	-$111K	0.02%	394
2025 Q4	$354K	Buy	2,540 +3	+0.1%	+$417	0.03%	343
2025 Q3	$355K	Sell	2,537 -113	-4%	-$15.8K	0.03%	344
2025 Q2	$360K	Buy	+2,650	New	+$351K	0.03%	328
2025 Q1	–	Sell	-1,896	Closed	-$250K	–	374
2024 Q4	$250K	Hold	1,896	–	–	0.06%	136
2024 Q3	$269K	Hold	1,896	–	–	0.07%	132
2024 Q2	$241K	Hold	1,896	–	–	0.06%	136
2024 Q1	$249K	Hold	1,896	–	–	0.06%	136
2023 Q4	$237K	Hold	1,896	–	–	0.06%	138
2023 Q3	$218K	Hold	1,896	–	–	0.06%	134
2023 Q2	$232K	Hold	1,896	–	–	0.06%	131
2023 Q1	$235K	Hold	1,896	–	–	0.06%	131
2022 Q4	$237K	Buy	+1,896	New	+$234K	0.07%	127

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

Coastal Bridge Advisors's SDY Position: Q2 2026 in Review

Coastal Bridge Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 1,794 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #406.

Coastal Bridge Advisors first reported a position in SDY in Q4 2022 and has held it in 14 quarters since. The position peaked at $360K in Q2 2025. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Coastal Bridge Advisors held 1,794 shares of State Street SPDR S&P Dividend ETF worth $273K as of Q2 2026.
Coastal Bridge Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.02% of Coastal Bridge Advisors's portfolio in Q2 2026, its #406 holding.
Coastal Bridge Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 14 quarters since.
Coastal Bridge Advisors's State Street SPDR S&P Dividend ETF position peaked at $360K in Q2 2025.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.