Diversify Advisory Services’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
Q1
Sell
-3,486
Closed -$449K 683
2024
Q4
$449K Sell
3,486
-1,400
-29% -$196K 0.02% 379
2024
Q3
$691K Sell
4,886
-24
-0.5% -$3.25K 0.04% 316
2024
Q2
$620K Buy
4,910
+1,280
+35% +$165K 0.03% 340
2024
Q1
$474K Buy
+3,630
New +$455K 0.03% 441

Other funds holding SDY

Diversify Advisory Services's SDY Position: Q1 2025 in Review

Diversify Advisory Services sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2025, closing a stake of 3,486 shares — an estimated $449K sold.

Diversify Advisory Services first reported a position in SDY in Q1 2024 and held it in 4 quarters. The position peaked at $691K in Q3 2024. 1,173 funds tracked by Wall St. Rank hold SDY as of Q1 2025.

  • Diversify Advisory Services reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2025 after selling out during the quarter.
  • Diversify Advisory Services sold 3,486 State Street SPDR S&P Dividend ETF shares in Q1 2025, an estimated $449K.
  • Diversify Advisory Services first reported a position in State Street SPDR S&P Dividend ETF in Q1 2024 and held it in 4 quarters.
  • Diversify Advisory Services's State Street SPDR S&P Dividend ETF position peaked at $691K 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 Diversify Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.