Cynosure Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Cynosure 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 Q4	–	Sell	-2,188	Closed	-$306K	–	508
2025 Q3	$306K	Buy	+2,188	New	+$305K	0.03%	341
2023 Q4	–	Sell	-2,517	Closed	-$289K	–	154
2023 Q3	$289K	Hold	2,517	–	–	0.09%	126
2023 Q2	$309K	Buy	+2,517	New	+$307K	0.09%	114

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cynosure Group's SDY Position: Q4 2025 in Review

Cynosure Group sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2025, closing a stake of 2,188 shares — an estimated $306K sold.

Cynosure Group first reported a position in SDY in Q2 2023 and held it in 3 quarters. The position peaked at $309K in Q2 2023. 1,234 funds tracked by Wall St. Rank hold SDY as of Q4 2025.

Cynosure Group reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2025 after selling out during the quarter.
Cynosure Group sold 2,188 State Street SPDR S&P Dividend ETF shares in Q4 2025, an estimated $306K.
Cynosure Group first reported a position in State Street SPDR S&P Dividend ETF in Q2 2023 and held it in 3 quarters.
Cynosure Group's State Street SPDR S&P Dividend ETF position peaked at $309K in Q2 2023.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2025.

Based on Cynosure Group's 13F filing for Q4 2025, filed 17 Feb 2026.