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

Castleview 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	-322	Closed	-$42.3K	–	486
2024 Q4	$42.3K	Sell	322 -165	-34%	-$23K	0.02%	360
2024 Q3	$69.2K	Buy	487 +2	+0.4%	+$270	0.04%	281
2024 Q2	$61.7K	Buy	485 +2	+0.4%	+$258	0.04%	310
2024 Q1	$63.4K	Buy	483 +2	+0.4%	+$251	0.04%	319
2023 Q4	$60.1K	Buy	481 +314	+188%	+$36.9K	0.04%	272
2023 Q3	$19.2K	Buy	167 +22	+15%	+$2.69K	0.02%	366
2023 Q2	$17.8K	Buy	145 +1	+0.7%	+$122	0.02%	372
2023 Q1	$17.8K	Buy	144 +1	+0.7%	+$126	0.02%	357
2022 Q4	$17.9K	Buy	143 +77	+117%	+$9.51K	0.02%	308
2022 Q3	$7K	Buy	+66	New	+$8.13K	0.01%	422
2022 Q1	–	Sell	-27,244	Closed	-$211	–	973
2021 Q4	$211	Buy	+27,244	New	+$3.39M	﹤0.01%	666
2021 Q2	$13K	Buy	+105	New	+$13K	0.01%	639

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

Castleview Partners's SDY Position: Q1 2025 in Review

Castleview Partners sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2025, closing a stake of 322 shares — an estimated $42.3K sold.

Castleview Partners first reported a position in SDY in Q2 2021 and held it in 12 quarters. The position peaked at $69.2K in Q3 2024. 1,173 funds tracked by Wall St. Rank hold SDY as of Q1 2025.

Castleview Partners reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 322 State Street SPDR S&P Dividend ETF shares in Q1 2025, an estimated $42.3K.
Castleview Partners first reported a position in State Street SPDR S&P Dividend ETF in Q2 2021 and held it in 12 quarters.
Castleview Partners's State Street SPDR S&P Dividend ETF position peaked at $69.2K in Q3 2024.
1,173 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.