Collective Family Office’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Collective Family Office’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	–	Sell	-1,948	Closed	-$271K	–	161
2025 Q4	$271K	Hold	1,948	–	–	0.06%	143
2025 Q3	$273K	Hold	1,948	–	–	0.07%	143
2025 Q2	$264K	Hold	1,948	–	–	0.07%	144
2025 Q1	$264K	Hold	1,948	–	–	0.07%	142
2024 Q4	$257K	Hold	1,948	–	–	0.07%	148
2024 Q3	$277K	Hold	1,948	–	–	0.08%	155
2024 Q2	$248K	Hold	1,948	–	–	0.07%	159
2024 Q1	$256K	Hold	1,948	–	–	0.08%	155
2023 Q4	$243K	Hold	1,948	–	–	0.09%	149
2023 Q3	$224K	Hold	1,948	–	–	0.09%	156
2023 Q2	$239K	Hold	1,948	–	–	0.09%	156
2023 Q1	$241K	Hold	1,948	–	–	0.1%	151
2022 Q4	$244K	Sell	1,948 -1,000	-34%	-$124K	0.11%	151
2022 Q3	$329K	Sell	2,948 -3,100	-51%	-$382K	0.16%	128
2022 Q2	$718K	Hold	6,048	–	–	0.31%	85
2022 Q1	$775K	Hold	6,048	–	–	0.3%	90
2021 Q4	$781K	Hold	6,048	–	–	0.31%	87
2021 Q3	$711K	Hold	6,048	–	–	0.31%	79
2021 Q2	$740K	Hold	6,048	–	–	0.32%	80
2021 Q1	$714K	Hold	6,048	–	–	0.35%	77
2020 Q4	$641K	Buy	+6,048	New	+$612K	0.36%	74

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 $445B AUM 25.58% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 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

Collective Family Office's SDY Position: Q1 2026 in Review

Collective Family Office sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2026, closing a stake of 1,948 shares — an estimated $271K sold.

Collective Family Office first reported a position in SDY in Q4 2020 and held it in 21 quarters. The position peaked at $781K in Q4 2021. 1,239 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Collective Family Office reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2026 after selling out during the quarter.
Collective Family Office sold 1,948 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $271K.
Collective Family Office first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and held it in 21 quarters.
Collective Family Office's State Street SPDR S&P Dividend ETF position peaked at $781K in Q4 2021.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Collective Family Office's 13F filing for Q1 2026, filed 2 Apr 2026.