Boreal Capital Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Boreal Capital 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 Q4	–	Sell	-1,069	Closed	-$150K	–	525
2025 Q3	$150K	Buy	1,069 +1	+0.1%	+$139	0.12%	144
2025 Q2	$145K	Buy	+1,068	New	+$142K	0.12%	150

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

Boreal Capital Management's SDY Position: Q4 2025 in Review

Boreal Capital Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2025, closing a stake of 1,069 shares — an estimated $150K sold.

Boreal Capital Management first reported a position in SDY in Q2 2025 and held it in 2 quarters. The position peaked at $150K in Q3 2025. 1,236 funds tracked by Wall St. Rank hold SDY as of Q4 2025.

Boreal Capital Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2025 after selling out during the quarter.
Boreal Capital Management sold 1,069 State Street SPDR S&P Dividend ETF shares in Q4 2025, an estimated $150K.
Boreal Capital Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2025 and held it in 2 quarters.
Boreal Capital Management's State Street SPDR S&P Dividend ETF position peaked at $150K in Q3 2025.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2025.

Based on Boreal Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.