Destiny Capital’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Destiny Capital’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	$1.36M	Sell	9,297 -376	-4%	-$56K	0.72%	17
2025 Q4	$1.35M	Hold	9,673	–	–	0.69%	17
2025 Q3	$1.35M	Sell	9,673 -518	-5%	-$72.3K	0.74%	15
2025 Q2	$1.38M	Hold	10,191	–	–	0.83%	15
2025 Q1	$1.38M	Sell	10,191 -187	-2%	-$25.2K	0.94%	16
2024 Q4	$1.37M	Hold	10,378	–	–	0.83%	19
2024 Q3	$1.43M	Sell	10,378 -660	-6%	-$89.3K	0.89%	19
2024 Q2	$1.4M	Sell	11,038 -119	-1%	-$15.3K	0.96%	18
2024 Q1	$1.46M	Hold	11,157	–	–	1.02%	18
2023 Q4	$1.39M	Buy	+11,157	New	+$1.31M	0.97%	21
2023 Q2	$1.42M	Sell	11,573 -435	-4%	-$53.1K	1.11%	17
2023 Q1	$1.49M	Buy	12,008 +2	+0%	+$252	1.21%	17
2022 Q4	$1.53M	Buy	+12,006	New	+$1.48M	1.26%	17

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

Destiny Capital's SDY Position: Q1 2026 in Review

Destiny Capital reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 3.9% in Q1 2026, selling an estimated $56K and leaving 9,297 shares worth $1.36M. The position accounts for 0.72% of the portfolio, ranked #17.

Destiny Capital first reported a position in SDY in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.53M in Q4 2022. 1,233 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Destiny Capital held 9,297 shares of State Street SPDR S&P Dividend ETF worth $1.36M as of Q1 2026.
Destiny Capital sold 376 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $56K.
State Street SPDR S&P Dividend ETF made up 0.72% of Destiny Capital's portfolio in Q1 2026, its #17 holding.
Destiny Capital first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 13 quarters since.
Destiny Capital's State Street SPDR S&P Dividend ETF position peaked at $1.53M in Q4 2022.
1,233 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Destiny Capital's 13F filing for Q1 2026, filed 12 May 2026.