Apexium Financial’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Apexium Financial’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	$8.4M	Sell	59,965 -1,054	-2%	-$147K	0.41%	38
2025 Q2	$8.28M	Sell	61,019 -3,961	-6%	-$525K	0.44%	36
2025 Q1	$8.82M	Buy	64,980 +2,899	+5%	+$390K	0.53%	33
2024 Q4	$8.2M	Sell	62,081 -171	-0.3%	-$23.9K	0.5%	30
2024 Q3	$8.84M	Sell	62,252 -5,725	-8%	-$774K	0.58%	26
2024 Q2	$8.65M	Sell	67,977 -1,916	-3%	-$247K	0.62%	24
2024 Q1	$9.17M	Sell	69,893 -2,346	-3%	-$294K	0.7%	20
2023 Q4	$9.03M	Sell	72,239 -4,534	-6%	-$532K	0.65%	22
2023 Q3	$8.83M	Sell	76,773 -3,815	-5%	-$466K	0.89%	19
2023 Q2	$9.88M	Sell	80,588 -677	-0.8%	-$82.7K	0.87%	16
2023 Q1	$10.1M	Sell	81,265 -1,919	-2%	-$241K	0.99%	15
2022 Q4	$10.4M	Sell	83,184 -788	-0.9%	-$97.3K	1.08%	14
2022 Q3	$9.36M	Buy	83,972 +79,467	+1,764%	+$9.79M	1.16%	11
2022 Q2	$535K	Buy	4,505 +38	+0.9%	+$4.74K	0.31%	52
2022 Q1	$577K	Hold	4,467	–	–	0.3%	46
2021 Q4	$577K	Buy	4,467 +24	+0.5%	+$2.99K	0.3%	47
2021 Q3	$522K	Buy	4,443 +201	+5%	+$24.6K	0.3%	48
2021 Q2	$519K	Buy	4,242 +18	+0.4%	+$2.23K	0.32%	42
2021 Q1	$499K	Buy	4,224 +781	+23%	+$87.6K	0.37%	43
2020 Q4	$365K	Buy	3,443 +27	+0.8%	+$2.73K	0.29%	50
2020 Q3	$316K	Sell	3,416 -739	-18%	-$69.7K	0.26%	51
2020 Q2	$379K	Sell	4,155 -747	-15%	-$65.7K	0.34%	44
2020 Q1	$391K	Buy	4,902 +807	+20%	+$79.6K	0.52%	35
2019 Q4	$441K	Buy	+4,095	New	+$430K	0.57%	35

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

Apexium Financial's SDY Position: Q3 2025 in Review

Apexium Financial reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.7% in Q3 2025, selling an estimated $147K and leaving 59,965 shares worth $8.4M. The position accounts for 0.41% of the portfolio, ranked #38.

Apexium Financial first reported a position in SDY in Q4 2019 and has held it in 24 quarters since. The position peaked at $10.4M in Q4 2022. 1,172 funds tracked by Wall St. Rank hold SDY as of Q3 2025.

Apexium Financial held 59,965 shares of State Street SPDR S&P Dividend ETF worth $8.4M as of Q3 2025.
Apexium Financial sold 1,054 State Street SPDR S&P Dividend ETF shares in Q3 2025, an estimated $147K.
State Street SPDR S&P Dividend ETF made up 0.41% of Apexium Financial's portfolio in Q3 2025, its #38 holding.
Apexium Financial first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 24 quarters since.
Apexium Financial's State Street SPDR S&P Dividend ETF position peaked at $10.4M in Q4 2022.
1,172 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.