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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$271 Buy
+2
New +$265 ﹤0.01% 884
2024
Q4
$264 Hold
2
﹤0.01% 896
2024
Q3
$284 Buy
+2
New +$270 ﹤0.01% 618
2018
Q4
$212K Buy
+2,222
New +$210K 0.19% 115
2018
Q1
$95K Buy
1,057
+157
+17% +$14.7K 0.1% 194
2017
Q4
$87K Buy
+900
New +$84.3K 0.1% 200

Other funds holding SDY

Financial Gravity Companies's SDY Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q2 2025: 2 shares worth $271. The stake represents ﹤0.01% of the portfolio and ranks #884 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SDY as recently as Q4 2024.

Financial Gravity Companies first reported a position in SDY in Q4 2017 and has held it in 6 quarters since. The position peaked at $212K in Q4 2018. 1,179 funds tracked by Wall St. Rank hold SDY as of Q2 2025.

  • Financial Gravity Companies held 2 shares of State Street SPDR S&P Dividend ETF worth $271 as of Q2 2025.
  • State Street SPDR S&P Dividend ETF was a new Financial Gravity Companies position in Q2 2025.
  • State Street SPDR S&P Dividend ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #884 holding.
  • Financial Gravity Companies first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and has held it in 6 quarters since.
  • Financial Gravity Companies's State Street SPDR S&P Dividend ETF position peaked at $212K in Q4 2018.
  • 1,179 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.