Mission Creek Capital Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Mission Creek Capital 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	$914K	Sell	6,261 -1,047	-14%	-$156K	0.18%	108
2025 Q4	$1.02M	Sell	7,308 -787	-10%	-$110K	0.21%	98
2025 Q3	$1.13M	Sell	8,095 -82	-1%	-$11.4K	0.22%	98
2025 Q2	$1.11M	Buy	8,177 +8	+0.1%	+$1.06K	0.25%	89
2025 Q1	$1.11M	Buy	8,169 +427	+6%	+$57.4K	0.27%	89
2024 Q4	$1.02M	Sell	7,742 -58	-0.7%	-$8.1K	0.22%	105
2024 Q3	$1.11M	Buy	7,800 +3,383	+77%	+$458K	0.26%	103
2024 Q2	$562K	Sell	4,417 -449	-9%	-$57.8K	0.14%	132
2024 Q1	$639K	Sell	4,866 -40	-0.8%	-$5.02K	0.17%	139
2023 Q4	$613K	Buy	4,906 +10	+0.2%	+$1.17K	0.16%	141
2023 Q3	$563K	Buy	4,896 +7	+0.1%	+$854	0.19%	139
2023 Q2	$599K	Buy	4,889 +8	+0.2%	+$977	0.19%	140
2023 Q1	$604K	Buy	4,881 +7	+0.1%	+$881	0.21%	132
2022 Q4	$610K	Buy	4,874 +8	+0.2%	+$988	0.22%	131
2022 Q3	$543K	Buy	4,866 +147	+3%	+$18.1K	0.21%	134
2022 Q2	$560K	Buy	4,719 +5	+0.1%	+$623	0.19%	137
2022 Q1	$604K	Buy	4,714 +34	+0.7%	+$4.3K	0.16%	152
2021 Q4	$604K	Buy	4,680 +5	+0.1%	+$622	0.12%	164
2021 Q3	$550K	Buy	4,675 +4	+0.1%	+$490	0.1%	166
2021 Q2	$571K	Buy	4,671 +315	+7%	+$38.9K	0.09%	156
2021 Q1	$514K	Buy	4,356 +333	+8%	+$37.3K	0.08%	157
2020 Q4	$426K	Buy	4,023 +5	+0.1%	+$506	0.13%	158
2020 Q3	$371K	Buy	4,018 +4	+0.1%	+$377	0.15%	154
2020 Q2	$366K	Buy	4,014 +4	+0.1%	+$352	0.19%	124
2020 Q1	$320K	Buy	4,010 +4	+0.1%	+$394	0.17%	120
2019 Q4	$431K	Buy	+4,006	New	+$421K	0.2%	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 $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 $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

Mission Creek Capital Partners's SDY Position: Q1 2026 in Review

Mission Creek Capital Partners reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 14% in Q1 2026, selling an estimated $156K and leaving 6,261 shares worth $914K. The position accounts for 0.18% of the portfolio, ranked #108.

Mission Creek Capital Partners first reported a position in SDY in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.13M in Q3 2025. 1,239 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Mission Creek Capital Partners held 6,261 shares of State Street SPDR S&P Dividend ETF worth $914K as of Q1 2026.
Mission Creek Capital Partners sold 1,047 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $156K.
State Street SPDR S&P Dividend ETF made up 0.18% of Mission Creek Capital Partners's portfolio in Q1 2026, its #108 holding.
Mission Creek Capital Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 26 quarters since.
Mission Creek Capital Partners's State Street SPDR S&P Dividend ETF position peaked at $1.13M in Q3 2025.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Mission Creek Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.