Creekmur Asset Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.58M Sell
11,293
-158
-1% -$22K 0.26% 51
2025
Q2
$1.55M Buy
11,451
+66
+0.6% +$8.75K 0.27% 52
2025
Q1
$1.54M Buy
11,385
+28
+0.2% +$3.77K 0.32% 33
2024
Q4
$1.5M Buy
11,357
+80
+0.7% +$11.2K 0.34% 36
2024
Q3
$1.6M Buy
11,277
+8
+0.1% +$1.08K 0.38% 36
2024
Q2
$1.43M Buy
11,269
+11
+0.1% +$1.42K 0.37% 35
2024
Q1
$1.48M Sell
11,258
-692
-6% -$86.8K 0.51% 30
2023
Q4
$1.49M Buy
+11,950
New +$1.4M 0.46% 34

Other funds holding SDY

Creekmur Asset Management's SDY Position: Q3 2025 in Review

Creekmur Asset Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.4% in Q3 2025, selling an estimated $22K and leaving 11,293 shares worth $1.58M. The position accounts for 0.26% of the portfolio, ranked #51.

Creekmur Asset Management first reported a position in SDY in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.6M in Q3 2024. 1,172 funds tracked by Wall St. Rank hold SDY as of Q3 2025.

  • Creekmur Asset Management held 11,293 shares of State Street SPDR S&P Dividend ETF worth $1.58M as of Q3 2025.
  • Creekmur Asset Management sold 158 State Street SPDR S&P Dividend ETF shares in Q3 2025, an estimated $22K.
  • State Street SPDR S&P Dividend ETF made up 0.26% of Creekmur Asset Management's portfolio in Q3 2025, its #51 holding.
  • Creekmur Asset Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 8 quarters since.
  • Creekmur Asset Management's State Street SPDR S&P Dividend ETF position peaked at $1.6M in Q3 2024.
  • 1,172 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.