Centricity Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Centricity Wealth 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 Q2	$133K	Hold	977	–	–	0.11%	102
2025 Q1	$133K	Hold	977	–	–	0.12%	96
2024 Q4	$129K	Buy	+977	New	+$136K	0.12%	95

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

Centricity Wealth Management's SDY Position: Q2 2025 in Review

Centricity Wealth Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2025 at 977 shares worth $133K. The position accounts for 0.11% of the portfolio, ranked #102.

Centricity Wealth Management first reported a position in SDY in Q4 2024 and has held it in 3 quarters since. 1,180 funds tracked by Wall St. Rank hold SDY as of Q2 2025.

Centricity Wealth Management held 977 shares of State Street SPDR S&P Dividend ETF worth $133K as of Q2 2025.
Centricity Wealth Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2025.
State Street SPDR S&P Dividend ETF made up 0.11% of Centricity Wealth Management's portfolio in Q2 2025, its #102 holding.
Centricity Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 3 quarters since.
1,180 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.