Broadleaf Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Broadleaf Partners’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 Q1	–	Sell	-2,280	Closed	-$301K	–	84
2024 Q4	$301K	Sell	2,280 -300	-12%	-$41.9K	0.07%	67
2024 Q3	$366K	Hold	2,580	–	–	0.09%	61
2024 Q2	$328K	Buy	2,580 +4	+0.2%	+$515	0.08%	60
2024 Q1	$338K	Hold	2,576	–	–	0.09%	63
2023 Q4	$322K	Hold	2,576	–	–	0.09%	65
2023 Q3	$296K	Hold	2,576	–	–	0.1%	58
2023 Q2	$316K	Hold	2,576	–	–	0.1%	60
2023 Q1	$319K	Hold	2,576	–	–	0.11%	62
2022 Q4	$322K	Sell	2,576 -59	-2%	-$7.29K	0.13%	55
2022 Q3	$294K	Hold	2,635	–	–	0.12%	57
2022 Q2	$313K	Hold	2,635	–	–	0.13%	55
2022 Q1	$338K	Buy	2,635 +17	+0.6%	+$2.15K	0.11%	57
2021 Q4	$338K	Hold	2,618	–	–	0.1%	59
2021 Q3	$308K	Hold	2,618	–	–	0.1%	61
2021 Q2	$320K	Buy	2,618 +170	+7%	+$21K	0.11%	62
2021 Q1	$289K	Hold	2,448	–	–	0.11%	62
2020 Q4	$259K	Hold	2,448	–	–	0.1%	60
2020 Q3	$226K	Hold	2,448	–	–	0.1%	58
2020 Q2	$223K	Buy	+2,448	New	+$215K	0.11%	60
2020 Q1	–	Sell	-2,448	Closed	-$263K	–	65
2019 Q4	$263K	Hold	2,448	–	–	0.14%	54
2019 Q3	$251K	Buy	2,448 +60	+3%	+$6.05K	0.16%	51
2019 Q2	$241K	Hold	2,388	–	–	0.15%	50
2019 Q1	$237K	Hold	2,388	–	–	0.17%	45
2018 Q4	$214K	Hold	2,388	–	–	0.17%	48
2018 Q3	$234K	Hold	2,388	–	–	0.16%	48
2018 Q2	$221K	Hold	2,388	–	–	0.16%	50
2018 Q1	$218K	Hold	2,388	–	–	0.17%	48
2017 Q4	$226K	Buy	+2,388	New	+$224K	0.19%	48

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

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

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

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

Broadleaf Partners's SDY Position: Q1 2025 in Review

Broadleaf Partners sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2025, closing a stake of 2,280 shares — an estimated $301K sold.

Broadleaf Partners first reported a position in SDY in Q4 2017 and held it in 28 quarters. The position peaked at $366K in Q3 2024. 1,176 funds tracked by Wall St. Rank hold SDY as of Q1 2025.

Broadleaf Partners reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2025 after selling out during the quarter.
Broadleaf Partners sold 2,280 State Street SPDR S&P Dividend ETF shares in Q1 2025, an estimated $301K.
Broadleaf Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and held it in 28 quarters.
Broadleaf Partners's State Street SPDR S&P Dividend ETF position peaked at $366K in Q3 2024.
1,176 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2025.

Based on Broadleaf Partners's 13F filing for Q1 2025, filed 14 May 2025.