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

Copia Wealth Management’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	-64	Closed	-$8.91K	–	545
2025 Q4	$8.91K	Hold	64	–	–	0.01%	332
2025 Q3	$8.96K	Hold	64	–	–	0.01%	323
2025 Q2	$8.69K	Hold	64	–	–	0.01%	304
2025 Q1	$8.68K	Hold	64	–	–	0.01%	291
2024 Q4	$8.45K	Buy	+64	New	+$8.94K	0.01%	274

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $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

Copia Wealth Management's SDY Position: Q1 2026 in Review

Copia Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2026, closing a stake of 64 shares — an estimated $8.91K sold.

Copia Wealth Management first reported a position in SDY in Q4 2024 and held it in 5 quarters. The position peaked at $8.96K in Q3 2025. 1,240 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Copia Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2026 after selling out during the quarter.
Copia Wealth Management sold 64 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $8.91K.
Copia Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and held it in 5 quarters.
Copia Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $8.96K in Q3 2025.
1,240 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.