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

Bristlecone 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	-768	Closed	-$104K	–	296
2025 Q2	$104K	Hold	768	–	–	0.01%	233
2025 Q1	$104K	Hold	768	–	–	0.01%	292
2024 Q4	$101K	Hold	768	–	–	0.01%	292
2024 Q3	$109K	Sell	768 -796	-51%	-$108K	0.01%	297
2024 Q2	$199K	Buy	+1,564	New	+$201K	0.02%	277
2023 Q3	–	Sell	-1,575	Closed	-$193K	–	279
2023 Q2	$193K	Buy	1,575 +6	+0.4%	+$733	0.02%	262
2023 Q1	$194K	Buy	+1,569	New	+$197K	0.02%	261
2021 Q3	–	Sell	-1,784	Closed	-$218K	–	220
2021 Q2	$218K	Buy	1,784 +4	+0.2%	+$494	0.03%	206
2021 Q1	$210K	Sell	1,780 -294	-14%	-$33K	0.03%	203
2020 Q4	$220K	Sell	2,074 -194	-9%	-$19.6K	0.04%	188
2020 Q3	$210K	Buy	2,268 +6	+0.3%	+$566	0.04%	172
2020 Q2	$206K	Buy	+2,262	New	+$199K	0.04%	157
2017 Q4	–	Sell	-160	Closed	-$15K	–	250
2017 Q3	$15K	Buy	+160	New	+$14.3K	﹤0.01%	251

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

Bristlecone Advisors's SDY Position: Q3 2025 in Review

Bristlecone Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2025, closing a stake of 768 shares — an estimated $104K sold.

Bristlecone Advisors first reported a position in SDY in Q3 2017 and held it in 13 quarters. The position peaked at $220K in Q4 2020. 1,172 funds tracked by Wall St. Rank hold SDY as of Q3 2025.

Bristlecone Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2025 after selling out during the quarter.
Bristlecone Advisors sold 768 State Street SPDR S&P Dividend ETF shares in Q3 2025, an estimated $104K.
Bristlecone Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q3 2017 and held it in 13 quarters.
Bristlecone Advisors's State Street SPDR S&P Dividend ETF position peaked at $220K in Q4 2020.
1,172 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.