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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
2024
Q4 		– Sell
-500
Closed -$71K – 810
2024
Q3 		$71K Buy
+500
New +$67.6K ﹤0.01% 748

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 $1.81T AUM 41.13% 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.