CRFG
SDY icon

Columbia River Financial Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Columbia River Financial Group’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 		– Sell
-1,058
Closed -$143K – 101
2025
Q1 		$143K Buy
+1,058
New +$142K 0.1% 60

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Columbia River Financial Group's SDY Position: Q2 2025 in Review

Columbia River Financial Group sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2025, closing a stake of 1,058 shares — an estimated $143K sold.

Columbia River Financial Group first reported a position in SDY in Q1 2025 and held it in 1 quarter. The position peaked at $143K in Q1 2025. 1,179 funds tracked by Wall St. Rank hold SDY as of Q2 2025.

  • Columbia River Financial Group reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2025 after selling out during the quarter.
  • Columbia River Financial Group sold 1,058 State Street SPDR S&P Dividend ETF shares in Q2 2025, an estimated $143K.
  • Columbia River Financial Group first reported a position in State Street SPDR S&P Dividend ETF in Q1 2025 and held it in 1 quarter.
  • Columbia River Financial Group's State Street SPDR S&P Dividend ETF position peaked at $143K in Q1 2025.
  • 1,179 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2025.

Based on Columbia River Financial Group's 13F filing for Q2 2025, filed 6 Aug 2025.