First Pacific Financial’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

First Pacific Financial’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	-141	Closed	-$19.1K	–	551
2025 Q2	$19.1K	Hold	141	–	–	﹤0.01%	288
2025 Q1	$19.1K	Buy	+141	New	+$19K	﹤0.01%	252
2024 Q3	–	Sell	-75	Closed	-$9.54K	–	407
2024 Q2	$9.54K	Hold	75	–	–	﹤0.01%	258
2024 Q1	$9.78K	Sell	75 -37	-33%	-$4.64K	﹤0.01%	262
2023 Q4	$14K	Buy	112 +1	+0.9%	+$117	﹤0.01%	234
2023 Q3	$12.8K	Buy	111 +1	+0.9%	+$122	0.01%	212
2023 Q2	$13.5K	Buy	+110	New	+$13.4K	0.01%	186

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Pacific Financial's SDY Position: Q3 2025 in Review

First Pacific Financial sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2025, closing a stake of 141 shares — an estimated $19.1K sold.

First Pacific Financial first reported a position in SDY in Q2 2023 and held it in 7 quarters. The position peaked at $19.1K in Q2 2025. 1,172 funds tracked by Wall St. Rank hold SDY as of Q3 2025.

First Pacific Financial reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2025 after selling out during the quarter.
First Pacific Financial sold 141 State Street SPDR S&P Dividend ETF shares in Q3 2025, an estimated $19.1K.
First Pacific Financial first reported a position in State Street SPDR S&P Dividend ETF in Q2 2023 and held it in 7 quarters.
First Pacific Financial's State Street SPDR S&P Dividend ETF position peaked at $19.1K in Q2 2025.
1,172 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2025.

Based on First Pacific Financial's 13F filing for Q3 2025, filed 21 Oct 2025.