Advisor Resource Council’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Advisor Resource Council’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	–	Sell	-2,007	Closed	-$272K	–	154
2025 Q2	$272K	Sell	2,007 -29,387	-94%	-$3.9M	0.11%	143
2025 Q1	$3.99M	Buy	+31,394	New	+$4.22M	0.32%	80
2024 Q4	–	Sell	-7,114	Closed	-$1.01M	–	232
2024 Q3	$1.01M	Buy	+7,114	New	+$962K	0.46%	50
2024 Q2	–	Sell	-2,758	Closed	-$345K	–	188
2024 Q1	$345K	Sell	2,758 -32,886	-92%	-$4.13M	0.15%	156
2023 Q4	$4.45M	Buy	35,644 +31,444	+749%	+$3.69M	0.52%	49
2023 Q3	$483K	Sell	4,200 -621	-13%	-$75.8K	0.25%	72
2023 Q2	$591K	Sell	4,821 -15,076	-76%	-$1.84M	0.27%	62
2023 Q1	$2.47M	Buy	19,897 +15,239	+327%	+$1.92M	0.62%	35
2022 Q4	$583K	Sell	4,658 -154	-3%	-$19K	0.28%	72
2022 Q3	$536K	Sell	4,812 -4,167	-46%	-$513K	0.36%	77
2022 Q2	$1.07M	Buy	8,979 +6,949	+342%	+$866K	0.1%	188
2022 Q1	$260K	Sell	2,030 -5,901	-74%	-$746K	0.08%	165
2021 Q4	$1.02M	Buy	7,931 +5,901	+291%	+$734K	0.08%	238
2021 Q3	$239K	Sell	2,030 -4,814	-70%	-$590K	0.07%	194
2021 Q2	$837K	Buy	+6,844	New	+$846K	0.09%	230

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advisor Resource Council's SDY Position: Q3 2025 in Review

Advisor Resource Council sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2025, closing a stake of 2,007 shares — an estimated $272K sold.

Advisor Resource Council first reported a position in SDY in Q2 2021 and held it in 15 quarters. The position peaked at $4.45M in Q4 2023. 1,172 funds tracked by Wall St. Rank hold SDY as of Q3 2025.

Advisor Resource Council reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2025 after selling out during the quarter.
Advisor Resource Council sold 2,007 State Street SPDR S&P Dividend ETF shares in Q3 2025, an estimated $272K.
Advisor Resource Council first reported a position in State Street SPDR S&P Dividend ETF in Q2 2021 and held it in 15 quarters.
Advisor Resource Council's State Street SPDR S&P Dividend ETF position peaked at $4.45M in Q4 2023.
1,172 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2025.

Based on Advisor Resource Council's 13F filing for Q3 2025, filed 13 Nov 2025.