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 Q3	$1.94M	Buy	13,010 +250	+2%	+$38.7K	1.19%	22
2026 Q2	$1.94M	Buy	12,760 +361	+3%	+$53.8K	1.22%	22
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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Marino Stram & Associates Braintree, Massachusetts $644M AUM 16.65% 1-Year Est. Return

Wolff Financial Management Kalamazoo, Michigan $494M AUM 13.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Regent Peak Wealth Advisors Atlanta, Georgia $577M AUM 20.1% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

TigerOak Management Albuquerque, New Mexico $382M AUM 25.14% 1-Year Est. Return

Cooksen Wealth's SDY Position: Q3 2026 in Review

Cooksen Wealth increased its State Street SPDR S&P Dividend ETF (SDY) stake by 2% in Q3 2026, buying an estimated $38.7K and bringing the position to 13,010 shares worth $1.94M. The position accounts for 1.19% of the portfolio, ranked #22.

Cooksen Wealth first reported a position in SDY in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.94M in Q2 2026. 458 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

Cooksen Wealth held 13,010 shares of State Street SPDR S&P Dividend ETF worth $1.94M as of Q3 2026.
Cooksen Wealth bought 250 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $38.7K.
State Street SPDR S&P Dividend ETF made up 1.19% of Cooksen Wealth's portfolio in Q3 2026, its #22 holding.
Cooksen Wealth first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 12 quarters since.
Cooksen Wealth's State Street SPDR S&P Dividend ETF position peaked at $1.94M in Q2 2026.
458 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Cooksen Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.