Avantax Advisory Services’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Avantax Advisory Services’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 Q2	$13.7M	Sell	100,578 -778	-0.8%	-$103K	0.08%	201
2025 Q1	$13.8M	Sell	101,356 -8,746	-8%	-$1.18M	0.08%	190
2024 Q4	$14.5M	Buy	110,102 +1,335	+1%	+$186K	0.09%	168
2024 Q3	$15.4M	Buy	108,767 +659	+0.6%	+$89.1K	0.1%	155
2024 Q2	$13.7M	Buy	108,108 +1,636	+2%	+$211K	0.1%	160
2024 Q1	$14M	Sell	106,472 -2,361	-2%	-$296K	0.12%	124
2023 Q4	$13.6M	Sell	108,833 -690	-0.6%	-$81K	0.14%	121
2023 Q3	$12.6M	Buy	109,523 +21,073	+24%	+$2.57M	0.14%	115
2023 Q2	$10.8M	Sell	88,450 -518	-0.6%	-$63.3K	0.12%	138
2023 Q1	$11M	Buy	88,968 +2,891	+3%	+$364K	0.13%	130
2022 Q4	$10.8M	Buy	86,077 +8,418	+11%	+$1.04M	0.14%	123
2022 Q3	$8.66M	Buy	77,659 +29,313	+61%	+$3.61M	0.13%	121
2022 Q2	$5.74M	Sell	48,346 -1,569	-3%	-$196K	0.09%	172
2022 Q1	$6.4M	Buy	49,915 +1,000	+2%	+$126K	0.09%	167
2021 Q4	$6.32M	Buy	48,915 +1,510	+3%	+$188K	0.1%	160
2021 Q3	$5.58M	Buy	47,405 +1,591	+3%	+$195K	0.09%	161
2021 Q2	$5.6M	Sell	45,814 -1,121	-2%	-$139K	0.1%	156
2021 Q1	$5.54M	Buy	46,935 +2,528	+6%	+$283K	0.12%	139
2020 Q4	$4.71M	Sell	44,407 -70,422	-61%	-$7.13M	0.11%	140
2020 Q3	$10.6M	Buy	114,829 +74,658	+186%	+$7.04M	0.17%	107
2020 Q2	$3.67M	Sell	40,171 -51,771	-56%	-$4.55M	0.11%	144
2020 Q1	$7.34M	Buy	91,942 +50,114	+120%	+$4.94M	0.22%	73
2019 Q4	$4.5M	Buy	41,828 +11,885	+40%	+$1.25M	0.1%	125
2019 Q3	$3.08M	Buy	29,943 +2,731	+10%	+$275K	0.12%	86
2019 Q2	$2.75M	Buy	27,212 +8,653	+47%	+$865K	0.12%	86
2019 Q1	$1.84M	Buy	18,559 +4,191	+29%	+$403K	0.1%	110
2018 Q4	$1.28M	Buy	+14,368	New	+$1.35M	0.22%	109

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

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

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

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

Avantax Advisory Services's SDY Position: Q2 2025 in Review

Avantax Advisory Services reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.77% in Q2 2025, selling an estimated $103K and leaving 100,578 shares worth $13.7M. The position accounts for 0.08% of the portfolio, ranked #201.

Avantax Advisory Services first reported a position in SDY in Q4 2018 and has held it in 27 quarters since. The position peaked at $15.4M in Q3 2024. 1,179 funds tracked by Wall St. Rank hold SDY as of Q2 2025.

Avantax Advisory Services held 100,578 shares of State Street SPDR S&P Dividend ETF worth $13.7M as of Q2 2025.
Avantax Advisory Services sold 778 State Street SPDR S&P Dividend ETF shares in Q2 2025, an estimated $103K.
State Street SPDR S&P Dividend ETF made up 0.08% of Avantax Advisory Services's portfolio in Q2 2025, its #201 holding.
Avantax Advisory Services first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's State Street SPDR S&P Dividend ETF position peaked at $15.4M in Q3 2024.
1,179 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.