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

Firestone Capital Management’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 		$4.64M Sell
31,786
-245
-0.8% -$36.5K 0.97% 24
2025
Q4 		$4.46M Sell
32,031
-934
-3% -$130K 0.95% 25
2025
Q3 		$4.62M Buy
32,965
+56
+0.2% +$7.81K 1% 24
2025
Q2 		$4.47M Sell
32,909
-2,016
-6% -$267K 1.05% 22
2025
Q1 		$4.74M Sell
34,925
-915
-3% -$123K 1.24% 20
2024
Q4 		$4.73M Sell
35,840
-599
-2% -$83.7K 1.18% 21
2024
Q3 		$5.18M Buy
36,439
+674
+2% +$91.2K 1.3% 19
2024
Q2 		$4.55M Buy
35,765
+211
+0.6% +$27.2K 1.24% 20
2024
Q1 		$4.67M Sell
35,554
-343
-1% -$43K 1.3% 20
2023
Q4 		$4.49M Buy
35,897
+66
+0.2% +$7.75K 1.38% 20
2023
Q3 		$4.12M Buy
35,831
+459
+1% +$56K 1.41% 20
2023
Q2 		$4.36M Buy
35,372
+309
+0.9% +$37.7K 1.42% 19
2023
Q1 		$4.34M Sell
35,063
-44
-0.1% -$5.54K 1.56% 18
2022
Q4 		$4.39M Sell
35,107
-80
-0.2% -$9.88K 1.63% 18
2022
Q3 		$3.92M Buy
35,187
+31
+0.1% +$3.82K 1.6% 17
2022
Q2 		$4.17M Sell
35,156
-479
-1% -$59.7K 1.62% 16
2022
Q1 		$4.57M Buy
35,635
+1,044
+3% +$132K 1.5% 17
2021
Q4 		$4.47M Buy
34,591
+513
+2% +$63.8K 1.41% 18
2021
Q3 		$4.17M Hold
34,078
– – 1.38% 20
2021
Q2 		$4.17M Sell
34,078
-390
-1% -$48.2K 1.5% 19
2021
Q1 		$4.07M Sell
34,468
-2,481
-7% -$278K 1.45% 19
2020
Q4 		$3.91M Sell
36,949
-204
-0.5% -$20.6K 1.49% 19
2020
Q3 		$3.43M Sell
37,153
-970
-3% -$91.5K 1.54% 18
2020
Q2 		$3.48M Sell
38,123
-4,939
-11% -$434K 1.61% 18
2020
Q1 		$3.44M Buy
43,062
+103
+0.2% +$10.2K 1.79% 14
2019
Q4 		$4.62M Buy
+42,959
New +$4.51M 1.97% 13

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 $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
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

Firestone Capital Management's SDY Position: Q1 2026 in Review

Firestone Capital Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.76% in Q1 2026, selling an estimated $36.5K and leaving 31,786 shares worth $4.64M. The position accounts for 0.97% of the portfolio, ranked #24.

Firestone Capital Management first reported a position in SDY in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.18M in Q3 2024. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • Firestone Capital Management held 31,786 shares of State Street SPDR S&P Dividend ETF worth $4.64M as of Q1 2026.
  • Firestone Capital Management sold 245 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $36.5K.
  • State Street SPDR S&P Dividend ETF made up 0.97% of Firestone Capital Management's portfolio in Q1 2026, its #24 holding.
  • Firestone Capital Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 26 quarters since.
  • Firestone Capital Management's State Street SPDR S&P Dividend ETF position peaked at $5.18M in Q3 2024.
  • 1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Firestone Capital Management's 13F filing for Q1 2026, filed 8 May 2026.