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

Congress 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	$3.87M	Sell	28,516 -1,608	-5%	-$213K	0.04%	431
2025 Q1	$4.09M	Sell	30,124 -840	-3%	-$113K	0.05%	357
2024 Q4	$4.09M	Buy	30,964 +1,440	+5%	+$201K	0.06%	308
2024 Q3	$4.19M	Buy	29,524 +20,843	+240%	+$2.82M	0.06%	318
2024 Q2	$1.1M	Sell	8,681 -67	-0.8%	-$8.63K	0.02%	414
2024 Q1	$1.15M	Sell	8,748 -1,715	-16%	-$215K	0.02%	363
2023 Q4	$1.31M	Buy	10,463 +2,516	+32%	+$295K	0.02%	362
2023 Q3	$914K	Buy	7,947 +1,127	+17%	+$138K	0.02%	385
2023 Q2	$836K	Sell	6,820 -350	-5%	-$42.8K	0.02%	357
2023 Q1	$887K	Sell	7,170 -142	-2%	-$17.9K	0.02%	355
2022 Q4	$915K	Buy	7,312 +70	+1%	+$8.65K	0.02%	344
2022 Q3	$808K	Sell	7,242 -97	-1%	-$11.9K	0.02%	350
2022 Q2	$871K	Buy	7,339 +317	+5%	+$39.5K	0.02%	349
2022 Q1	$900K	Sell	7,022 -3,338	-32%	-$422K	0.02%	367
2021 Q4	$1.34M	Buy	+10,360	New	+$1.29M	0.03%	341

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

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

Congress Wealth Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 5.3% in Q2 2025, selling an estimated $213K and leaving 28,516 shares worth $3.87M. The position accounts for 0.04% of the portfolio, ranked #431.

Congress Wealth Management first reported a position in SDY in Q4 2021 and has held it in 15 quarters since. The position peaked at $4.19M in Q3 2024. 1,180 funds tracked by Wall St. Rank hold SDY as of Q2 2025.

Congress Wealth Management held 28,516 shares of State Street SPDR S&P Dividend ETF worth $3.87M as of Q2 2025.
Congress Wealth Management sold 1,608 State Street SPDR S&P Dividend ETF shares in Q2 2025, an estimated $213K.
State Street SPDR S&P Dividend ETF made up 0.04% of Congress Wealth Management's portfolio in Q2 2025, its #431 holding.
Congress Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 15 quarters since.
Congress Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $4.19M in Q3 2024.
1,180 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.