Creative Financial Designs’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
Q1
$26K Hold
178
﹤0.01% 1118
2025
Q4
$24.8K Hold
178
﹤0.01% 1096
2025
Q3
$24.9K Hold
178
﹤0.01% 1083
2025
Q2
$24.2K Hold
178
﹤0.01% 1078
2025
Q1
$24.2K Hold
178
﹤0.01% 1033
2024
Q4
$23.5K Hold
178
﹤0.01% 1005
2024
Q3
$25.3K Sell
178
-775
-81% -$105K ﹤0.01% 978
2024
Q2
$121K Hold
953
0.01% 542
2024
Q1
$125K Hold
953
0.01% 519
2023
Q4
$119K Sell
953
-6
-0.6% -$704 0.01% 504
2023
Q3
$110K Hold
959
0.01% 471
2023
Q2
$118K Hold
959
0.01% 446
2023
Q1
$119K Sell
959
-71
-7% -$8.93K 0.02% 434
2022
Q4
$129K Buy
1,030
+64
+7% +$7.91K 0.02% 400
2022
Q3
$108K Buy
966
+7
+0.7% +$862 0.02% 426
2022
Q2
$114K Buy
959
+70
+8% +$8.73K 0.02% 407
2022
Q1
$114K Hold
889
0.02% 413
2021
Q4
$115K Sell
889
-6
-0.7% -$747 0.02% 421
2021
Q3
$105K Sell
895
-62
-6% -$7.59K 0.02% 435
2021
Q2
$117K Buy
957
+1
+0.1% +$124 0.02% 412
2021
Q1
$113K Hold
956
0.02% 394
2020
Q4
$101K Sell
956
-149
-13% -$15.1K 0.02% 379
2020
Q3
$102K Sell
1,105
-1,204
-52% -$114K 0.03% 337
2020
Q2
$211K Buy
2,309
+1,504
+187% +$132K 0.06% 202
2020
Q1
$64K Sell
805
-6,761
-89% -$667K 0.03% 205
2019
Q4
$812K Sell
7,566
-2
-0% -$210 0.36% 67
2019
Q3
$751K Buy
7,568
+24
+0.3% +$2.42K 0.4% 56
2019
Q2
$768K Sell
7,544
-1,061
-12% -$106K 0.42% 57
2019
Q1
$855K Sell
8,605
-138
-2% -$13.3K 0.51% 51
2018
Q4
$783K Sell
8,743
-420
-5% -$39.6K 0.57% 42
2018
Q3
$897K Sell
9,163
-101
-1% -$9.79K 0.52% 47
2018
Q2
$859K Sell
9,264
-293
-3% -$27K 0.5% 53
2018
Q1
$872K Buy
9,557
+763
+9% +$71.3K 0.56% 47
2017
Q4
$831K Sell
8,794
-1,524
-15% -$143K 0.56% 45
2017
Q3
$942K Buy
10,318
+3,779
+58% +$339K 0.54% 53
2017
Q2
$581K Buy
6,539
+985
+18% +$87.3K 0.37% 69
2017
Q1
$490K Buy
5,554
+3,533
+175% +$309K 0.35% 74
2016
Q4
$173K Buy
+2,021
New +$170K 0.14% 126

Other funds holding SDY

Creative Financial Designs's SDY Position: Q1 2026 in Review

Creative Financial Designs held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 178 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

Creative Financial Designs first reported a position in SDY in Q4 2016 and has held it in 38 quarters since. The position peaked at $942K in Q3 2017. 1,234 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • Creative Financial Designs held 178 shares of State Street SPDR S&P Dividend ETF worth $26K as of Q1 2026.
  • Creative Financial Designs left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
  • State Street SPDR S&P Dividend ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1118 holding.
  • Creative Financial Designs first reported a position in State Street SPDR S&P Dividend ETF in Q4 2016 and has held it in 38 quarters since.
  • Creative Financial Designs's State Street SPDR S&P Dividend ETF position peaked at $942K in Q3 2017.
  • 1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.