Darwin Wealth 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
Q2
Sell
-287
Closed -$38K 664
2025
Q1
$38K Hold
287
0.01% 249
2024
Q4
$38K Buy
287
+2
+0.7% +$279 0.01% 249
2024
Q3
$40.5K Buy
+285
New +$38.5K 0.01% 248
2020
Q2
Sell
-1,269
Closed -$101K 653
2020
Q1
$101K Buy
+1,269
New +$125K 0.03% 176

Other funds holding SDY

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

Darwin Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2025, closing a stake of 287 shares — an estimated $38K sold.

Darwin Wealth Management first reported a position in SDY in Q1 2020 and held it in 4 quarters. The position peaked at $101K in Q1 2020. 1,180 funds tracked by Wall St. Rank hold SDY as of Q2 2025.

  • Darwin Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2025 after selling out during the quarter.
  • Darwin Wealth Management sold 287 State Street SPDR S&P Dividend ETF shares in Q2 2025, an estimated $38K.
  • Darwin Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2020 and held it in 4 quarters.
  • Darwin Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $101K in Q1 2020.
  • 1,180 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2025.

Based on Darwin Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.