My Personal CFO LLC’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

My Personal CFO LLC’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	–	Sell	-2,800	Closed	-$390K	–	96
2025 Q4	$390K	Buy	+2,800	New	+$390K	0.16%	69
2025 Q3	–	Sell	-2,800	Closed	-$380K	–	141
2025 Q2	$380K	Hold	2,800	–	–	0.17%	69
2025 Q1	$380K	Hold	2,800	–	–	0.19%	64
2024 Q4	$370K	Hold	2,800	–	–	0.19%	69
2024 Q3	$398K	Hold	2,800	–	–	0.22%	65
2024 Q2	$356K	Hold	2,800	–	–	0.19%	75
2024 Q1	$367K	Hold	2,800	–	–	0.21%	71
2023 Q4	$350K	Hold	2,800	–	–	0.23%	71
2023 Q3	$322K	Hold	2,800	–	–	0.26%	64
2023 Q2	$343K	Hold	2,800	–	–	0.27%	61
2023 Q1	$346K	Buy	2,800 +2,798	+139,900%	+$352K	0.3%	56
2022 Q4	$350K	Hold	2	–	–	0.32%	49
2022 Q3	$326K	Sell	2 -2,798	-100%	-$345K	0.5%	44
2022 Q2	$332K	Hold	2,800	–	–	0.43%	41
2022 Q1	$359K	Hold	2,800	–	–	0.37%	41
2021 Q4	$362K	Buy	+2,800	New	+$348K	0.32%	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

My Personal CFO LLC's SDY Position: Q1 2026 in Review

My Personal CFO LLC sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2026, closing a stake of 2,800 shares — an estimated $390K sold.

My Personal CFO LLC first reported a position in SDY in Q4 2021 and held it in 16 quarters. The position peaked at $398K in Q3 2024. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

My Personal CFO LLC reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2026 after selling out during the quarter.
My Personal CFO LLC sold 2,800 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $390K.
My Personal CFO LLC first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and held it in 16 quarters.
My Personal CFO LLC's State Street SPDR S&P Dividend ETF position peaked at $398K 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 My Personal CFO LLC's 13F filing for Q1 2026, filed 22 Apr 2026.