Kapstone Financial Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Kapstone Financial 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
2026 Q1	$555K	Hold	3,806	–	–	0.27%	64
2025 Q4	$530K	Buy	3,806 +143	+4%	+$19.9K	0.26%	59
2025 Q3	$513K	Hold	3,663	–	–	0.24%	57
2025 Q2	$497K	Hold	3,663	–	–	0.25%	60
2025 Q1	$497K	Hold	3,663	–	–	0.28%	59
2024 Q4	$490K	Hold	3,663	–	–	0.26%	59
2024 Q3	$519K	Sell	3,663 -400	-10%	-$54.1K	0.31%	60
2024 Q2	$517K	Hold	4,063	–	–	0.34%	52
2024 Q1	$533K	Hold	4,063	–	–	0.36%	55
2023 Q4	$504K	Buy	4,063 +80	+2%	+$9.39K	0.39%	51
2023 Q3	$458K	Hold	3,983	–	–	0.41%	49
2023 Q2	$503K	Sell	3,983 -100	-2%	-$12.2K	0.42%	54
2023 Q1	$507K	Hold	4,083	–	–	0.46%	49
2022 Q4	$540K	Buy	+4,083	New	+$504K	0.49%	45

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

Kapstone Financial Advisors's SDY Position: Q1 2026 in Review

Kapstone Financial Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 3,806 shares worth $555K. The position accounts for 0.27% of the portfolio, ranked #64.

Kapstone Financial Advisors first reported a position in SDY in Q4 2022 and has held it in 14 quarters since. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Kapstone Financial Advisors held 3,806 shares of State Street SPDR S&P Dividend ETF worth $555K as of Q1 2026.
Kapstone Financial Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
State Street SPDR S&P Dividend ETF made up 0.27% of Kapstone Financial Advisors's portfolio in Q1 2026, its #64 holding.
Kapstone Financial Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 14 quarters since.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.