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Coquina Private Wealth LLC’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Coquina Private Wealth LLC’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
-1,933
Closed -$269K – 98
2025
Q4 		$269K Buy
+1,933
New +$269K 0.22% 72

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Coquina Private Wealth LLC's SDY Position: Q1 2026 in Review

Coquina Private Wealth LLC sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2026, closing a stake of 1,933 shares — an estimated $269K sold.

Coquina Private Wealth LLC first reported a position in SDY in Q4 2025 and held it in 1 quarter. The position peaked at $269K in Q4 2025. 1,239 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • Coquina Private Wealth LLC reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • Coquina Private Wealth LLC sold 1,933 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $269K.
  • Coquina Private Wealth LLC first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and held it in 1 quarter.
  • Coquina Private Wealth LLC's State Street SPDR S&P Dividend ETF position peaked at $269K in Q4 2025.
  • 1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Coquina Private Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.