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

Financial Gravity Asset 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 Q4	–	Sell	-2	Closed	-$280	–	905
2025 Q3	$280	Buy	+2	New	+$279	﹤0.01%	875
2025 Q1	$271	Buy	+2	New	+$269	﹤0.01%	962
2019 Q4	$144K	Sell	347 -76	-18%	-$7.98K	0.1%	198
2019 Q3	$43K	Sell	423 -49	-10%	-$4.94K	0.04%	311
2019 Q2	$48K	Sell	472 -218	-32%	-$21.8K	0.04%	328
2019 Q1	$69K	Buy	+690	New	+$66.3K	0.06%	252
2018 Q3	$171K	Buy	1,857 +349	+23%	+$33.8K	0.18%	147
2018 Q2	$145K	Buy	1,508 +451	+43%	+$41.5K	0.14%	164
2018 Q1	$95K	Buy	+1,057	New	+$98.8K	0.1%	194

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

Financial Gravity Asset Management's SDY Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2025, closing a stake of 2 shares — an estimated $280 sold.

Financial Gravity Asset Management first reported a position in SDY in Q1 2018 and held it in 9 quarters. The position peaked at $171K in Q3 2018. 1,236 funds tracked by Wall St. Rank hold SDY as of Q4 2025.

Financial Gravity Asset Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2025 after selling out during the quarter.
Financial Gravity Asset Management sold 2 State Street SPDR S&P Dividend ETF shares in Q4 2025, an estimated $280.
Financial Gravity Asset Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2018 and held it in 9 quarters.
Financial Gravity Asset Management's State Street SPDR S&P Dividend ETF position peaked at $171K in Q3 2018.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.