Creekside Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Creekside Partners’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	$456K	Buy	3,126 +10	+0.3%	+$1.49K	0.19%	109
2025 Q4	$434K	Buy	3,116 +11	+0.4%	+$1.53K	0.18%	113
2025 Q3	$435K	Buy	3,105 +10	+0.3%	+$1.4K	0.19%	112
2025 Q2	$420K	Buy	3,095 +10	+0.3%	+$1.33K	0.2%	109
2025 Q1	$419K	Buy	3,085 +9	+0.3%	+$1.21K	0.22%	100
2024 Q4	$406K	Buy	3,076 +1,012	+49%	+$141K	0.21%	107
2024 Q3	$293K	Buy	+2,064	New	+$279K	0.15%	133

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creekside Partners's SDY Position: Q1 2026 in Review

Creekside Partners increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.32% in Q1 2026, buying an estimated $1.49K and bringing the position to 3,126 shares worth $456K. The position accounts for 0.19% of the portfolio, ranked #109.

Creekside Partners first reported a position in SDY in Q3 2024 and has held it in 7 quarters since. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Creekside Partners held 3,126 shares of State Street SPDR S&P Dividend ETF worth $456K as of Q1 2026.
Creekside Partners bought 10 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $1.49K.
State Street SPDR S&P Dividend ETF made up 0.19% of Creekside Partners's portfolio in Q1 2026, its #109 holding.
Creekside Partners first reported a position in State Street SPDR S&P Dividend ETF in Q3 2024 and has held it in 7 quarters since.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Creekside Partners's 13F filing for Q1 2026, filed 22 Apr 2026.