Coppell Advisory Solutions’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Coppell Advisory Solutions’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
2025 Q1	–	Sell	-709	Closed	-$93.3K	–	1567
2024 Q4	$93.3K	Buy	709 +442	+166%	+$61.7K	0.01%	436
2024 Q3	$37.8K	Buy	267 +186	+230%	+$25.2K	0.01%	641
2024 Q2	$10.3K	Buy	+81	New	+$10.4K	﹤0.01%	993
2023 Q4	$13K	Buy	104 +59	+131%	+$6.93K	﹤0.01%	872
2023 Q3	$5.63K	Buy	45 +35	+350%	+$4.27K	﹤0.01%	700
2023 Q2	$1.22K	Buy	+10	New	+$1.22K	﹤0.01%	1102
2023 Q1	–	Sell	-45	Closed	-$5.63K	–	909
2022 Q4	$5.63K	Buy	+45	New	+$5.56K	﹤0.01%	704

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Coppell Advisory Solutions's SDY Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2025, closing a stake of 709 shares — an estimated $93.3K sold.

Coppell Advisory Solutions first reported a position in SDY in Q4 2022 and held it in 7 quarters. The position peaked at $93.3K in Q4 2024. 1,173 funds tracked by Wall St. Rank hold SDY as of Q1 2025.

Coppell Advisory Solutions reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 709 State Street SPDR S&P Dividend ETF shares in Q1 2025, an estimated $93.3K.
Coppell Advisory Solutions first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's State Street SPDR S&P Dividend ETF position peaked at $93.3K in Q4 2024.
1,173 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.