Cyrus J. Lawrence’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Cyrus J. Lawrence’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	-362	Closed	-$47K	–	145
2024 Q4	$47K	Hold	362	–	–	0.01%	118
2024 Q3	$51K	Hold	362	–	–	0.01%	119
2024 Q2	$46K	Hold	362	–	–	0.01%	114
2024 Q1	$47K	Buy	+362	New	+$45.4K	0.01%	115
2023 Q3	$41K	Hold	362	–	–	0.01%	106
2023 Q2	$44K	Hold	362	–	–	0.01%	110
2023 Q1	$45K	Hold	362	–	–	0.01%	111
2022 Q4	$45K	Hold	362	–	–	0.01%	123
2022 Q3	$40K	Hold	362	–	–	0.01%	122
2022 Q2	$43K	Hold	362	–	–	0.01%	155
2022 Q1	$46K	Buy	+362	New	+$45.8K	0.01%	154

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

Cyrus J. Lawrence's SDY Position: Q1 2025 in Review

Cyrus J. Lawrence sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2025, closing a stake of 362 shares — an estimated $47K sold.

Cyrus J. Lawrence first reported a position in SDY in Q1 2022 and held it in 11 quarters. The position peaked at $51K in Q3 2024. 1,176 funds tracked by Wall St. Rank hold SDY as of Q1 2025.

Cyrus J. Lawrence reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2025 after selling out during the quarter.
Cyrus J. Lawrence sold 362 State Street SPDR S&P Dividend ETF shares in Q1 2025, an estimated $47K.
Cyrus J. Lawrence first reported a position in State Street SPDR S&P Dividend ETF in Q1 2022 and held it in 11 quarters.
Cyrus J. Lawrence's State Street SPDR S&P Dividend ETF position peaked at $51K in Q3 2024.
1,176 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2025.

Based on Cyrus J. Lawrence's 13F filing for Q1 2025, filed 15 May 2025.