U.S. Capital Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDY
JIC
U.S. Capital Wealth Advisors's SDY Position: Q1 2026 in Review
U.S. Capital Wealth Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 2.5% in Q1 2026, buying an estimated $32.8K and bringing the position to 9,139 shares worth $1.33M. The position accounts for 0.03% of the portfolio, ranked #435.
U.S. Capital Wealth Advisors first reported a position in SDY in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.59M in Q1 2023. 1,234 funds tracked by Wall St. Rank hold SDY as of Q1 2026.
- U.S. Capital Wealth Advisors held 9,139 shares of State Street SPDR S&P Dividend ETF worth $1.33M as of Q1 2026.
- U.S. Capital Wealth Advisors bought 220 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $32.8K.
- State Street SPDR S&P Dividend ETF made up 0.03% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #435 holding.
- U.S. Capital Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q3 2021 and has held it in 19 quarters since.
- U.S. Capital Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $2.59M in Q1 2023.
- 1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.
Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.