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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$708K Buy
+737
New +$110K 0.06% 236
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

Coppell Advisory Solutions's SDY Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q2 2026: 737 shares worth $708K. The stake represents 0.06% of the portfolio and ranks #236 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in SDY as recently as Q4 2024.

Coppell Advisory Solutions first reported a position in SDY in Q4 2022 and has held it in 8 quarters since. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Coppell Advisory Solutions held 737 shares of State Street SPDR S&P Dividend ETF worth $708K as of Q2 2026.
  • State Street SPDR S&P Dividend ETF was a new Coppell Advisory Solutions position in Q2 2026.
  • State Street SPDR S&P Dividend ETF made up 0.06% of Coppell Advisory Solutions's portfolio in Q2 2026, its #236 holding.
  • Coppell Advisory Solutions first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 8 quarters since.
  • 1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.