FSA Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

FSA Wealth 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	$3.53M	Sell	25,216 -120	-0.5%	-$16.7K	1.29%	12
2025 Q2	$3.44M	Sell	25,336 -558	-2%	-$74K	1.34%	11
2025 Q1	$3.51M	Buy	25,894 +1,395	+6%	+$188K	1.49%	11
2024 Q4	$3.24M	Sell	24,499 -56	-0.2%	-$7.82K	1.31%	12
2024 Q3	$3.49M	Buy	+24,555	New	+$3.32M	1.39%	12
2024 Q1	$3.26M	Sell	24,864 -8	-0%	-$1K	1.42%	11
2023 Q4	$3.11M	Sell	24,872 -209	-0.8%	-$24.5K	1.47%	12
2023 Q3	$2.88M	Sell	25,081 -1,746	-7%	-$213K	1.61%	12
2023 Q2	$3.29M	Sell	26,827 -485	-2%	-$59.2K	1.77%	12
2023 Q1	$3.38M	Sell	27,312 -674	-2%	-$84.8K	1.96%	11
2022 Q4	$3.5M	Sell	27,986 -613	-2%	-$75.7K	2.04%	11
2022 Q3	$3.19M	Buy	28,599 +26,791	+1,482%	+$3.3M	2.23%	11
2022 Q2	$215K	Sell	1,808 -32,506	-95%	-$4.05M	0.6%	23
2022 Q1	$4.43M	Hold	34,314	–	–	2.58%	12
2021 Q4	$4.43M	Sell	34,314 -27	-0.1%	-$3.36K	2.58%	12
2021 Q3	$4.04M	Sell	34,341 -245	-0.7%	-$30K	2.51%	12
2021 Q2	$4.23M	Sell	34,586 -1,837	-5%	-$227K	2.66%	12
2021 Q1	$4.3M	Sell	36,423 -847	-2%	-$95K	2.88%	12
2020 Q4	$3.95M	Sell	37,270 -1,858	-5%	-$188K	1.97%	14
2020 Q3	$3.62M	Buy	39,128 +321	+0.8%	+$30.3K	2.32%	13
2020 Q2	$3.54M	Buy	38,807 +38,666	+27,423%	+$3.4M	2.41%	12
2020 Q1	$11K	Buy	141 +1	+0.7%	+$99	0.01%	236
2019 Q4	$15K	Buy	+140	New	+$14.7K	0.01%	259

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

FSA Wealth Management's SDY Position: Q3 2025 in Review

FSA Wealth Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.47% in Q3 2025, selling an estimated $16.7K and leaving 25,216 shares worth $3.53M. The position accounts for 1.29% of the portfolio, ranked #12.

FSA Wealth Management first reported a position in SDY in Q4 2019 and has held it in 23 quarters since. The position peaked at $4.43M in Q1 2022. 1,172 funds tracked by Wall St. Rank hold SDY as of Q3 2025.

FSA Wealth Management held 25,216 shares of State Street SPDR S&P Dividend ETF worth $3.53M as of Q3 2025.
FSA Wealth Management sold 120 State Street SPDR S&P Dividend ETF shares in Q3 2025, an estimated $16.7K.
State Street SPDR S&P Dividend ETF made up 1.29% of FSA Wealth Management's portfolio in Q3 2025, its #12 holding.
FSA Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 23 quarters since.
FSA Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $4.43M in Q1 2022.
1,172 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.