Stokes Family Office’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$217K Hold
1,490
0.02% 261
2025
Q4
$207K Sell
1,490
-75
-5% -$10.4K 0.02% 293
2025
Q3
$219K Buy
+1,565
New +$218K 0.02% 247

Other funds holding SDY

Stokes Family Office's SDY Position: Q1 2026 in Review

Stokes Family Office held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 1,490 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #261.

Stokes Family Office first reported a position in SDY in Q3 2025 and has held it in 3 quarters since. The position peaked at $219K in Q3 2025. 1,235 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • Stokes Family Office held 1,490 shares of State Street SPDR S&P Dividend ETF worth $217K as of Q1 2026.
  • Stokes Family Office left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
  • State Street SPDR S&P Dividend ETF made up 0.02% of Stokes Family Office's portfolio in Q1 2026, its #261 holding.
  • Stokes Family Office first reported a position in State Street SPDR S&P Dividend ETF in Q3 2025 and has held it in 3 quarters since.
  • Stokes Family Office's State Street SPDR S&P Dividend ETF position peaked at $219K in Q3 2025.
  • 1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.