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Essential Planning’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Essential Planning’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
-19,448
Closed -$2.72M – 255
2024
Q4 		$2.72M Buy
+19,448
New +$2.72M 0.02% 168

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Essential Planning's SDY Position: Q1 2025 in Review

Essential Planning sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2025, closing a stake of 19,448 shares — an estimated $2.72M sold.

Essential Planning first reported a position in SDY in Q4 2024 and held it in 1 quarter. The position peaked at $2.72M in Q4 2024. 1,173 funds tracked by Wall St. Rank hold SDY as of Q1 2025.

  • Essential Planning reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 19,448 State Street SPDR S&P Dividend ETF shares in Q1 2025, an estimated $2.72M.
  • Essential Planning first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and held it in 1 quarter.
  • Essential Planning's State Street SPDR S&P Dividend ETF position peaked at $2.72M in Q4 2024.
  • 1,173 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.