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

Delta Financial 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 Q1	$207K	Buy	+1,539	New	+$207K	0.05%	241

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

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

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

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

Delta Financial Group's SDY Position: Q1 2025 in Review

Delta Financial Group opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q1 2025: 1,539 shares worth $207K. The stake represents 0.05% of the portfolio and ranks #241 among its holdings.

1,173 funds tracked by Wall St. Rank hold SDY as of Q1 2025.

Delta Financial Group held 1,539 shares of State Street SPDR S&P Dividend ETF worth $207K as of Q1 2025.
State Street SPDR S&P Dividend ETF was a new Delta Financial Group position in Q1 2025.
State Street SPDR S&P Dividend ETF made up 0.05% of Delta Financial Group's portfolio in Q1 2025, its #241 holding.
1,173 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.