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Compass Planning Associates’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Compass Planning Associates’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
-31
Closed -$4.23K – 106
2025
Q2 		$4.23K Hold
31
– – ﹤0.01% 115
2025
Q1 		$4.2K Hold
31
– – ﹤0.01% 117
2024
Q4 		$4.07K Buy
+31
New +$4.33K ﹤0.01% 124

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Compass Planning Associates's SDY Position: Q3 2025 in Review

Compass Planning Associates sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2025, closing a stake of 31 shares — an estimated $4.23K sold.

Compass Planning Associates first reported a position in SDY in Q4 2024 and held it in 3 quarters. The position peaked at $4.23K in Q2 2025. 1,172 funds tracked by Wall St. Rank hold SDY as of Q3 2025.

  • Compass Planning Associates reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2025 after selling out during the quarter.
  • Compass Planning Associates sold 31 State Street SPDR S&P Dividend ETF shares in Q3 2025, an estimated $4.23K.
  • Compass Planning Associates first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and held it in 3 quarters.
  • Compass Planning Associates's State Street SPDR S&P Dividend ETF position peaked at $4.23K in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2025.

Based on Compass Planning Associates's 13F filing for Q3 2025, filed 22 Oct 2025.