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

AllSquare 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	$24.5K	Hold	175	–	–	0.01%	295
2025 Q2	$23.8K	Hold	175	–	–	0.01%	296
2025 Q1	$23.7K	Hold	175	–	–	0.01%	284
2024 Q4	$23.1K	Hold	175	–	–	0.01%	287
2024 Q3	$24.9K	Hold	175	–	–	0.01%	288
2024 Q2	$22.3K	Hold	175	–	–	0.01%	287
2024 Q1	$23K	Hold	175	–	–	0.01%	281
2023 Q4	$21.9K	Hold	175	–	–	0.01%	284
2023 Q3	$20.1K	Hold	175	–	–	0.01%	290
2023 Q2	$20.7K	Hold	175	–	–	0.01%	296
2023 Q1	$21.6K	Hold	175	–	–	0.01%	292
2022 Q4	$21.9K	Hold	175	–	–	0.02%	280
2022 Q3	$20K	Hold	175	–	–	0.01%	278
2022 Q2	$21K	Hold	175	–	–	0.01%	285
2022 Q1	$22K	Hold	175	–	–	0.01%	308
2021 Q4	$23K	Hold	175	–	–	0.01%	311
2021 Q3	$21K	Hold	175	–	–	0.01%	303
2021 Q2	$21K	Hold	175	–	–	0.01%	317
2021 Q1	$21K	Hold	175	–	–	0.01%	306
2020 Q4	$19K	Buy	+175	New	+$17.7K	0.01%	286
2019 Q2	–	Sell	-200	Closed	-$20K	–	485
2019 Q1	$20K	Hold	200	–	–	0.02%	261
2018 Q4	$18K	Hold	200	–	–	0.01%	255
2018 Q3	$20K	Hold	200	–	–	0.01%	275
2018 Q2	$19K	Buy	+200	New	+$18.4K	0.01%	280

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

AllSquare Wealth Management's SDY Position: Q3 2025 in Review

AllSquare Wealth Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q3 2025 at 175 shares worth $24.5K. The position accounts for 0.01% of the portfolio, ranked #295.

AllSquare Wealth Management first reported a position in SDY in Q2 2018 and has held it in 24 quarters since. The position peaked at $24.9K in Q3 2024. 1,172 funds tracked by Wall St. Rank hold SDY as of Q3 2025.

AllSquare Wealth Management held 175 shares of State Street SPDR S&P Dividend ETF worth $24.5K as of Q3 2025.
AllSquare Wealth Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q3 2025.
State Street SPDR S&P Dividend ETF made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #295 holding.
AllSquare Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2018 and has held it in 24 quarters since.
AllSquare Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $24.9K in Q3 2024.
1,172 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.