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Abich Financial Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Abich Financial Wealth Management’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
2025
Q3 		$16.8K Buy
+120
New +$16.7K 0.01% 412
2024
Q3 		– Sell
-120
Closed -$15.3K – 771
2024
Q2 		$15.3K Hold
120
– – 0.01% 240
2024
Q1 		$15.7K Hold
120
– – 0.01% 205
2023
Q4 		$15K Buy
+120
New +$14.1K 0.01% 191

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Abich Financial Wealth Management's SDY Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q3 2025: 120 shares worth $16.8K. The stake represents 0.01% of the portfolio and ranks #412 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in SDY as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in SDY in Q4 2023 and has held it in 4 quarters since. 1,172 funds tracked by Wall St. Rank hold SDY as of Q3 2025.

  • Abich Financial Wealth Management held 120 shares of State Street SPDR S&P Dividend ETF worth $16.8K as of Q3 2025.
  • State Street SPDR S&P Dividend ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • State Street SPDR S&P Dividend ETF made up 0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #412 holding.
  • Abich Financial Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 4 quarters since.
  • 1,172 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.