Atomic Invest LLC’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Atomic Invest LLC’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	$3.8K	Buy	+27	New	+$3.76K	﹤0.01%	274

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atomic Invest LLC's SDY Position: Q4 2025 in Review

Atomic Invest LLC opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q4 2025: 27 shares worth $3.8K. The stake represents ﹤0.01% of the portfolio and ranks #274 among its holdings.

1,237 funds tracked by Wall St. Rank hold SDY as of Q4 2025.

Atomic Invest LLC held 27 shares of State Street SPDR S&P Dividend ETF worth $3.8K as of Q4 2025.
State Street SPDR S&P Dividend ETF was a new Atomic Invest LLC position in Q4 2025.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Atomic Invest LLC's portfolio in Q4 2025, its #274 holding.
1,237 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2025.

Based on Atomic Invest LLC's 13F filing for Q4 2025, filed 18 Sep 2026.