J.W. Coons Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

J.W. Coons Advisors’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
2025 Q2	$283K	Hold	2,085	–	–	0.06%	210
2025 Q1	$283K	Hold	2,085	–	–	0.07%	197
2024 Q4	$275K	Hold	2,085	–	–	0.07%	201
2024 Q3	$296K	Hold	2,085	–	–	0.07%	199
2024 Q2	$265K	Hold	2,085	–	–	0.06%	204
2024 Q1	$274K	Hold	2,085	–	–	0.06%	203
2023 Q4	$261K	Hold	2,085	–	–	0.07%	207
2023 Q3	$240K	Hold	2,085	–	–	0.07%	204
2023 Q2	$256K	Hold	2,085	–	–	0.07%	208
2023 Q1	$258K	Hold	2,085	–	–	0.07%	205
2022 Q4	$261K	Sell	2,085 -3,000	-59%	-$371K	0.08%	202
2022 Q3	$567K	Hold	5,085	–	–	0.21%	120
2022 Q2	$603K	Hold	5,085	–	–	0.21%	121
2022 Q1	$651K	Hold	5,085	–	–	0.19%	129
2021 Q4	$656K	Buy	5,085 +3,000	+144%	+$373K	0.2%	125
2021 Q3	$245K	Hold	2,085	–	–	0.08%	214
2021 Q2	$255K	Sell	2,085 -3,400	-62%	-$420K	0.09%	192
2021 Q1	$647K	Buy	5,485 +3,400	+163%	+$381K	0.23%	115
2020 Q4	$221K	Sell	2,085 -3,400	-62%	-$344K	0.08%	191
2020 Q3	$507K	Buy	+5,485	New	+$517K	0.21%	119

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

J.W. Coons Advisors's SDY Position: Q2 2025 in Review

J.W. Coons Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2025 at 2,085 shares worth $283K. The position accounts for 0.06% of the portfolio, ranked #210.

J.W. Coons Advisors first reported a position in SDY in Q3 2020 and has held it in 20 quarters since. The position peaked at $656K in Q4 2021. 1,179 funds tracked by Wall St. Rank hold SDY as of Q2 2025.

J.W. Coons Advisors held 2,085 shares of State Street SPDR S&P Dividend ETF worth $283K as of Q2 2025.
J.W. Coons Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2025.
State Street SPDR S&P Dividend ETF made up 0.06% of J.W. Coons Advisors's portfolio in Q2 2025, its #210 holding.
J.W. Coons Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q3 2020 and has held it in 20 quarters since.
J.W. Coons Advisors's State Street SPDR S&P Dividend ETF position peaked at $656K in Q4 2021.
1,179 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.