Atlas Private Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Atlas Private Wealth 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	-2,826	Closed	-$384K	–	186
2025 Q2	$384K	Sell	2,826 -40	-1%	-$5.3K	0.05%	136
2025 Q1	$389K	Sell	2,866 -352	-11%	-$47.3K	0.05%	126
2024 Q4	$425K	Sell	3,218 -220	-6%	-$30.7K	0.06%	111
2024 Q3	$488K	Sell	3,438 -1,564	-31%	-$212K	0.07%	102
2024 Q2	$636K	Buy	5,002 +1,169	+30%	+$151K	0.1%	82
2024 Q1	$503K	Sell	3,833 -5,147	-57%	-$646K	0.17%	61
2023 Q4	$1.12M	Buy	8,980 +588	+7%	+$69K	0.21%	53
2023 Q3	$965K	Buy	8,392 +744	+10%	+$90.8K	0.18%	75
2023 Q2	$937K	Buy	7,648 +4,956	+184%	+$605K	0.19%	77
2023 Q1	$333K	Buy	2,692 +1,030	+62%	+$130K	0.15%	99
2022 Q4	$208K	Buy	+1,662	New	+$205K	0.11%	120
2022 Q3	–	Sell	-1,700	Closed	-$202K	–	134
2022 Q2	$202K	Buy	1,700 +20	+1%	+$2.49K	0.12%	124
2022 Q1	$215K	Sell	1,680 -860	-34%	-$109K	0.1%	125
2021 Q4	$328K	Sell	2,540 -485	-16%	-$60.4K	0.15%	112
2021 Q3	$356K	Sell	3,025 -986	-25%	-$121K	0.19%	102
2021 Q2	$490K	Sell	4,011 -275	-6%	-$34K	0.27%	79
2021 Q1	$506K	Buy	4,286 +22	+0.5%	+$2.47K	0.28%	75
2020 Q4	$452K	Sell	4,264 -310	-7%	-$31.4K	0.3%	72
2020 Q3	$423K	Sell	4,574 -185	-4%	-$17.4K	0.35%	65
2020 Q2	$434K	Buy	+4,759	New	+$418K	0.39%	62

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atlas Private Wealth Advisors's SDY Position: Q3 2025 in Review

Atlas Private Wealth Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2025, closing a stake of 2,826 shares — an estimated $384K sold.

Atlas Private Wealth Advisors first reported a position in SDY in Q2 2020 and held it in 20 quarters. The position peaked at $1.12M in Q4 2023. 1,174 funds tracked by Wall St. Rank hold SDY as of Q3 2025.

Atlas Private Wealth Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2025 after selling out during the quarter.
Atlas Private Wealth Advisors sold 2,826 State Street SPDR S&P Dividend ETF shares in Q3 2025, an estimated $384K.
Atlas Private Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q2 2020 and held it in 20 quarters.
Atlas Private Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $1.12M in Q4 2023.
1,174 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2025.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.