CVA Family Office’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

CVA Family Office’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 Q2	$19K	Hold	125	–	–	﹤0.01%	832
2026 Q1	$18.2K	Hold	125	–	–	﹤0.01%	823
2025 Q4	$17.4K	Sell	125 -75	-38%	-$10.4K	﹤0.01%	716
2025 Q3	$28K	Buy	200 +75	+60%	+$10.5K	﹤0.01%	636
2025 Q2	$17K	Hold	125	–	–	﹤0.01%	723
2025 Q1	$17K	Hold	125	–	–	﹤0.01%	709
2024 Q4	$16.5K	Hold	125	–	–	﹤0.01%	709
2024 Q3	$17.8K	Hold	125	–	–	﹤0.01%	672
2024 Q2	$15.9K	Hold	125	–	–	﹤0.01%	678
2024 Q1	$16.4K	Hold	125	–	–	﹤0.01%	676
2023 Q4	$15.6K	Buy	+125	New	+$14.7K	﹤0.01%	662
2023 Q3	–	Sell	-125	Closed	-$15.3K	–	815
2023 Q2	$15.3K	Hold	125	–	–	﹤0.01%	660
2023 Q1	$15.5K	Hold	125	–	–	﹤0.01%	635
2022 Q4	$15.6K	Hold	125	–	–	﹤0.01%	605
2022 Q3	$14K	Hold	125	–	–	﹤0.01%	587
2022 Q2	$15K	Hold	125	–	–	﹤0.01%	592
2022 Q1	$16K	Hold	125	–	–	﹤0.01%	614
2021 Q4	$16K	Hold	125	–	–	﹤0.01%	564
2021 Q3	$12K	Hold	125	–	–	0.01%	287
2021 Q2	$15K	Hold	125	–	–	﹤0.01%	587
2021 Q1	$15K	Hold	125	–	–	0.01%	467
2020 Q4	$13K	Hold	125	–	–	0.01%	287
2020 Q3	$12K	Hold	125	–	–	0.01%	287
2020 Q2	$11K	Hold	125	–	–	0.01%	254
2020 Q1	$10K	Buy	+125	New	+$12.3K	0.01%	240

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CVA Family Office's SDY Position: Q2 2026 in Review

CVA Family Office held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 125 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #832.

CVA Family Office first reported a position in SDY in Q1 2020 and has held it in 25 quarters since. The position peaked at $28K in Q3 2025. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

CVA Family Office held 125 shares of State Street SPDR S&P Dividend ETF worth $19K as of Q2 2026.
CVA Family Office left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #832 holding.
CVA Family Office first reported a position in State Street SPDR S&P Dividend ETF in Q1 2020 and has held it in 25 quarters since.
CVA Family Office's State Street SPDR S&P Dividend ETF position peaked at $28K in Q3 2025.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.