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

Jaffetilchin Investment 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	$256K	Buy	+1,756	New	+$262K	0.02%	402
2024 Q4	–	Sell	-434	Closed	-$61.7K	–	1132
2024 Q3	$61.7K	Buy	+434	New	+$58.7K	﹤0.01%	546
2020 Q1	–	Sell	-25,550	Closed	-$2.75M	–	219
2019 Q4	$2.75M	Sell	25,550 -379	-1%	-$39.8K	0.59%	33
2019 Q3	$2.66M	Buy	+25,929	New	+$2.61M	0.64%	28

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Jaffetilchin Investment Partners's SDY Position: Q1 2026 in Review

Jaffetilchin Investment Partners opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q1 2026: 1,756 shares worth $256K. The stake represents 0.02% of the portfolio and ranks #402 among its holdings. This is a return to the name: Jaffetilchin Investment Partners previously reported a position in SDY as recently as Q3 2024.

Jaffetilchin Investment Partners first reported a position in SDY in Q3 2019 and has held it in 4 quarters since. The position peaked at $2.75M in Q4 2019. 1,240 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Jaffetilchin Investment Partners held 1,756 shares of State Street SPDR S&P Dividend ETF worth $256K as of Q1 2026.
State Street SPDR S&P Dividend ETF was a new Jaffetilchin Investment Partners position in Q1 2026.
State Street SPDR S&P Dividend ETF made up 0.02% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #402 holding.
Jaffetilchin Investment Partners first reported a position in State Street SPDR S&P Dividend ETF in Q3 2019 and has held it in 4 quarters since.
Jaffetilchin Investment Partners's State Street SPDR S&P Dividend ETF position peaked at $2.75M in Q4 2019.
1,240 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.