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Full Sail Capital’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Full Sail Capital’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
Q1 		– Sell
-1,827
Closed -$241K – 167
2024
Q4 		$241K Buy
+1,827
New +$255K 0.02% 144
2020
Q2 		– Sell
-7,935
Closed -$694K – 156
2020
Q1 		$694K Sell
7,935
-11,089
-58% -$1.09M 0.12% 81
2019
Q4 		$2.06M Sell
19,024
-1,073
-5% -$113K 0.43% 42
2019
Q3 		$2.12M Buy
20,097
+13,822
+220% +$1.39M 0.5% 40
2019
Q2 		$624K Buy
6,275
+470
+8% +$47K 0.18% 67
2019
Q1 		$577K Buy
5,805
+2,460
+74% +$236K 0.18% 72
2018
Q4 		$299K Buy
+3,345
New +$315K 0.14% 98

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 $376B 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
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return