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Financial Advocates Investment Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Financial Advocates Investment Management’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
Q3 		– Sell
-6,472
Closed -$879K – 490
2025
Q2 		$879K Sell
6,472
-69,846
-92% -$9.26M 0.07% 256
2025
Q1 		$10.1M Buy
76,318
+1,481
+2% +$199K 0.71% 29
2024
Q4 		$9.69M Buy
74,837
+6,816
+10% +$952K 0.55% 38
2024
Q3 		$9.66M Sell
68,021
-123
-0.2% -$16.6K 0.55% 40
2024
Q2 		$8.67M Buy
68,144
+4,748
+7% +$612K 0.54% 39
2024
Q1 		$8.28M Sell
63,396
-2,216
-3% -$278K 0.48% 47
2023
Q4 		$8.16M Sell
65,612
-9,050
-12% -$1.06M 0.53% 36
2023
Q3 		$8.58M Sell
74,662
-3,451
-4% -$421K 0.62% 29
2023
Q2 		$9.36M Buy
78,113
+5,816
+8% +$710K 0.67% 25
2023
Q1 		$8.94M Buy
72,297
+6,796
+10% +$855K 0.64% 27
2022
Q4 		$7.78M Buy
65,501
+19,225
+42% +$2.37M 0.58% 31
2022
Q3 		$5.05M Buy
46,276
+1,008
+2% +$124K 0.42% 56
2022
Q2 		$5.37M Buy
45,268
+270
+0.6% +$33.7K 0.44% 50
2022
Q1 		$5.76M Buy
44,998
+12
+0% +$1.52K 0.38% 57
2021
Q4 		$5.81M Sell
44,986
-3,199
-7% -$398K 0.37% 56
2021
Q3 		$5.66M Sell
48,185
-934
-2% -$114K 0.38% 51
2021
Q2 		$6.01M Sell
49,119
-16,698
-25% -$2.06M 0.4% 46
2021
Q1 		$7.77M Sell
65,817
-8,528
-11% -$956K 0.55% 28
2020
Q4 		$7.89M Buy
74,345
+861
+1% +$87.1K 0.54% 36
2020
Q3 		$6.79M Sell
73,484
-9,793
-12% -$924K 0.58% 34
2020
Q2 		$7.59M Sell
83,277
-1,985
-2% -$174K 0.72% 26
2020
Q1 		$6.81M Buy
85,262
+18,090
+27% +$1.78M 0.97% 20
2019
Q4 		$7.23M Buy
67,172
+10,632
+19% +$1.12M 0.77% 23
2019
Q3 		$5.8M Sell
56,540
-998
-2% -$101K 0.66% 30
2019
Q2 		$5.8M Sell
57,538
-1,298
-2% -$130K 0.67% 29
2019
Q1 		$5.85M Sell
58,836
-146
-0.2% -$14K 0.73% 27
2018
Q4 		$5.28M Sell
58,982
-85
-0.1% -$8.02K 0.72% 27
2018
Q3 		$5.79M Buy
59,067
+4,535
+8% +$440K 0.65% 34
2018
Q2 		$5.05M Buy
54,532
+6,690
+14% +$616K 0.61% 38
2018
Q1 		$4.36M Buy
47,842
+2,959
+7% +$277K 0.57% 40
2017
Q4 		$4.24M Buy
+44,883
New +$4.21M 0.58% 39

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 $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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Advocates Investment Management's SDY Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2025, closing a stake of 6,472 shares — an estimated $879K sold.

Financial Advocates Investment Management first reported a position in SDY in Q4 2017 and held it in 31 quarters. The position peaked at $10.1M in Q1 2025. 1,173 funds tracked by Wall St. Rank hold SDY as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 6,472 State Street SPDR S&P Dividend ETF shares in Q3 2025, an estimated $879K.
  • Financial Advocates Investment Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and held it in 31 quarters.
  • Financial Advocates Investment Management's State Street SPDR S&P Dividend ETF position peaked at $10.1M in Q1 2025.
  • 1,173 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.