Armor Investment Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Armor Investment Advisors’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	-620	Closed	-$84.2K	–	154
2025 Q2	$84.2K	Hold	620	–	–	0.03%	113
2025 Q1	$84.1K	Hold	620	–	–	0.03%	112
2024 Q4	$81.9K	Hold	620	–	–	0.03%	111
2024 Q3	$88.1K	Hold	620	–	–	0.04%	113
2024 Q2	$78.9K	Hold	620	–	–	0.04%	110
2024 Q1	$81.4K	Sell	620 -133	-18%	-$16.7K	0.04%	116
2023 Q4	$94.1K	Buy	+753	New	+$88.4K	0.05%	118
2023 Q3	–	Sell	-753	Closed	-$92.3K	–	162
2023 Q2	$92.3K	Hold	753	–	–	0.06%	110
2023 Q1	$93.2K	Buy	+753	New	+$94.7K	0.05%	122
2022 Q2	–	Sell	-753	Closed	-$96K	–	169
2022 Q1	$96K	Buy	+753	New	+$95.2K	0.05%	121
2019 Q2	–	Sell	-630	Closed	-$63K	–	152
2019 Q1	$63K	Buy	630 +455	+260%	+$43.7K	0.05%	117
2018 Q4	$16K	Hold	175	–	–	0.02%	115
2018 Q3	$17K	Hold	175	–	–	0.02%	127
2018 Q2	$16K	Hold	175	–	–	0.01%	133
2018 Q1	$16K	Hold	175	–	–	0.01%	135
2017 Q4	$17K	Hold	175	–	–	0.02%	131
2017 Q3	$16K	Hold	175	–	–	0.02%	130
2017 Q2	$16K	Hold	175	–	–	0.02%	117
2017 Q1	$15K	Hold	175	–	–	0.02%	122
2016 Q4	$15K	Buy	+175	New	+$14.7K	0.02%	124

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

Armor Investment Advisors's SDY Position: Q3 2025 in Review

Armor Investment Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2025, closing a stake of 620 shares — an estimated $84.2K sold.

Armor Investment Advisors first reported a position in SDY in Q4 2016 and held it in 20 quarters. The position peaked at $96K in Q1 2022. 1,172 funds tracked by Wall St. Rank hold SDY as of Q3 2025.

Armor Investment Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2025 after selling out during the quarter.
Armor Investment Advisors sold 620 State Street SPDR S&P Dividend ETF shares in Q3 2025, an estimated $84.2K.
Armor Investment Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2016 and held it in 20 quarters.
Armor Investment Advisors's State Street SPDR S&P Dividend ETF position peaked at $96K in Q1 2022.
1,172 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2025.

Based on Armor Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.