Pacific Sun Financial’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Pacific Sun Financial’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	$1.31M	Sell	8,993 -95	-1%	-$14.2K	0.64%	43
2025 Q4	$1.26M	Buy	9,088 +100	+1%	+$13.9K	0.61%	47
2025 Q3	$1.26M	Hold	8,988	–	–	0.61%	48
2025 Q2	$1.22M	Sell	8,988 -395	-4%	-$52.4K	0.64%	46
2025 Q1	$1.27M	Buy	9,383 +55	+0.6%	+$7.4K	0.72%	41
2024 Q4	$1.23M	Buy	9,328 +55	+0.6%	+$7.68K	0.67%	41
2024 Q3	$1.32M	Sell	9,273 -445	-5%	-$60.2K	0.73%	39
2024 Q2	$1.24M	Sell	9,718 -300	-3%	-$38.6K	0.73%	40
2024 Q1	$1.31M	Sell	10,018 -180	-2%	-$22.6K	0.77%	39
2023 Q4	$1.27M	Hold	10,198	–	–	0.8%	38
2023 Q3	$1.17M	Buy	10,198 +10	+0.1%	+$1.22K	0.81%	36
2023 Q2	$1.26M	Buy	+10,188	New	+$1.24M	0.84%	36
2022 Q4	$1.26M	Sell	10,093 -215	-2%	-$26.6K	0.89%	34
2022 Q3	$1.15M	Buy	10,308 +55	+0.5%	+$6.77K	0.81%	37
2022 Q2	$1.22M	Buy	10,253 +50	+0.5%	+$6.23K	0.8%	37
2022 Q1	$1.31M	Buy	10,203 +50	+0.5%	+$6.32K	0.72%	43
2021 Q4	$1.31M	Sell	10,153 -15	-0.1%	-$1.87K	0.7%	48
2021 Q3	$1.2M	Buy	+10,168	New	+$1.25M	0.69%	48
2020 Q3	$939K	Sell	10,158 -130	-1%	-$12.3K	0.78%	43
2020 Q2	$938K	Buy	10,288 +250	+2%	+$22K	0.85%	38
2020 Q1	$802K	Buy	10,038 +1,535	+18%	+$151K	0.92%	35
2019 Q4	$915K	Sell	8,503 -50	-0.6%	-$5.25K	0.81%	45
2019 Q3	$878K	Buy	8,553 +103	+1%	+$10.4K	0.83%	44
2019 Q2	$852K	Buy	+8,450	New	+$845K	0.81%	44
2018 Q2	$780K	Sell	8,013 -1,220	-13%	-$112K	0.8%	46
2018 Q1	$842K	Buy	+9,233	New	+$863K	1.11%	32

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

Pacific Sun Financial's SDY Position: Q1 2026 in Review

Pacific Sun Financial reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1% in Q1 2026, selling an estimated $14.2K and leaving 8,993 shares worth $1.31M. The position accounts for 0.64% of the portfolio, ranked #43.

Pacific Sun Financial first reported a position in SDY in Q1 2018 and has held it in 26 quarters since. The position peaked at $1.32M in Q3 2024. 1,234 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Pacific Sun Financial held 8,993 shares of State Street SPDR S&P Dividend ETF worth $1.31M as of Q1 2026.
Pacific Sun Financial sold 95 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $14.2K.
State Street SPDR S&P Dividend ETF made up 0.64% of Pacific Sun Financial's portfolio in Q1 2026, its #43 holding.
Pacific Sun Financial first reported a position in State Street SPDR S&P Dividend ETF in Q1 2018 and has held it in 26 quarters since.
Pacific Sun Financial's State Street SPDR S&P Dividend ETF position peaked at $1.32M in Q3 2024.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.