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Cutter & Co Brokerage’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Cutter & Co Brokerage’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
Q1 		– Sell
-2,394
Closed -$316K – 233
2024
Q4 		$316K Sell
2,394
-8
-0.3% -$1.12K 0.08% 131
2024
Q3 		$341K Buy
2,402
+13
+0.5% +$1.76K 0.08% 131
2024
Q2 		$304K Buy
2,389
+11
+0.5% +$1.42K 0.07% 139
2024
Q1 		$312K Buy
2,378
+18
+0.8% +$2.26K 0.08% 136
2023
Q4 		$295K Sell
2,360
-22
-0.9% -$2.58K 0.08% 141
2023
Q3 		$274K Buy
2,382
+16
+0.7% +$1.95K 0.08% 147
2023
Q2 		$290K Buy
2,366
+15
+0.6% +$1.83K 0.09% 148
2023
Q1 		$291K Buy
2,351
+5
+0.2% +$629 0.09% 155
2022
Q4 		$294K Buy
2,346
+6
+0.3% +$741 0.1% 152
2022
Q3 		$261K Buy
2,340
+263
+13% +$32.4K 0.1% 158
2022
Q2 		$246K Buy
2,077
+6
+0.3% +$748 0.08% 180
2022
Q1 		$265K Buy
2,071
+22
+1% +$2.78K 0.08% 180
2021
Q4 		$265K Buy
2,049
+6
+0.3% +$747 0.07% 211
2021
Q3 		$240K Buy
2,043
+61
+3% +$7.47K 0.06% 246
2021
Q2 		$242K Buy
+1,982
New +$245K 0.06% 244

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

Cutter & Co Brokerage's SDY Position: Q1 2025 in Review

Cutter & Co Brokerage sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2025, closing a stake of 2,394 shares — an estimated $316K sold.

Cutter & Co Brokerage first reported a position in SDY in Q2 2021 and held it in 15 quarters. The position peaked at $341K in Q3 2024. 1,173 funds tracked by Wall St. Rank hold SDY as of Q1 2025.

  • Cutter & Co Brokerage reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2025 after selling out during the quarter.
  • Cutter & Co Brokerage sold 2,394 State Street SPDR S&P Dividend ETF shares in Q1 2025, an estimated $316K.
  • Cutter & Co Brokerage first reported a position in State Street SPDR S&P Dividend ETF in Q2 2021 and held it in 15 quarters.
  • Cutter & Co Brokerage's State Street SPDR S&P Dividend ETF position peaked at $341K in Q3 2024.
  • 1,173 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2025.

Based on Cutter & Co Brokerage's 13F filing for Q1 2025, filed 1 May 2025.