Cooksen Wealth’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Cooksen Wealth’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	$1.81M	Buy	12,399 +229	+2%	+$34.1K	1.31%	23
2025 Q4	$1.69M	Buy	12,170 +149	+1%	+$20.7K	1.24%	23
2025 Q3	$1.68M	Buy	12,021 +639	+6%	+$89.1K	1.26%	23
2025 Q2	$1.54M	Sell	11,382 -246	-2%	-$32.6K	1.24%	24
2025 Q1	$1.53M	Buy	11,628 +827	+8%	+$111K	1.55%	23
2024 Q4	$1.43M	Sell	10,801 -741	-6%	-$103K	1.31%	25
2024 Q3	$1.64M	Sell	11,542 -256	-2%	-$34.6K	1.53%	21
2024 Q2	$1.5M	Buy	11,798 +170	+1%	+$21.9K	1.51%	24
2024 Q1	$1.53M	Buy	11,628 +303	+3%	+$38K	1.59%	23
2023 Q4	$1.42M	Buy	+11,325	New	+$1.33M	1.61%	21

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

Cooksen Wealth's SDY Position: Q1 2026 in Review

Cooksen Wealth increased its State Street SPDR S&P Dividend ETF (SDY) stake by 1.9% in Q1 2026, buying an estimated $34.1K and bringing the position to 12,399 shares worth $1.81M. The position accounts for 1.31% of the portfolio, ranked #23.

Cooksen Wealth first reported a position in SDY in Q4 2023 and has held it in 10 quarters since. 1,234 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Cooksen Wealth held 12,399 shares of State Street SPDR S&P Dividend ETF worth $1.81M as of Q1 2026.
Cooksen Wealth bought 229 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $34.1K.
State Street SPDR S&P Dividend ETF made up 1.31% of Cooksen Wealth's portfolio in Q1 2026, its #23 holding.
Cooksen Wealth first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 10 quarters since.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Cooksen Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.