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

Garde 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 Q3	–	Sell	-382	Closed	-$51.8K	–	693
2025 Q2	$51.8K	Hold	382	–	–	﹤0.01%	345
2025 Q1	$51.8K	Buy	+382	New	+$51.4K	﹤0.01%	336
2016 Q4	–	Sell	-3,531	Closed	-$255K	–	153
2016 Q3	$255K	Hold	3,531	–	–	0.08%	123
2016 Q2	$296K	Hold	3,531	–	–	0.1%	83
2016 Q1	$282K	Hold	3,531	–	–	0.09%	84
2015 Q4	$260K	Hold	3,531	–	–	0.09%	86
2015 Q3	$255K	Sell	3,531 -146	-4%	-$11K	0.08%	123
2015 Q2	$280K	Sell	3,677 -67	-2%	-$5.25K	0.08%	118
2015 Q1	$293K	Buy	3,744 +690	+23%	+$54.1K	0.09%	120
2014 Q4	$241K	Hold	3,054	–	–	0.07%	128
2014 Q3	$229K	Hold	3,054	–	–	0.09%	95
2014 Q2	$234K	Buy	+3,054	New	+$229K	0.09%	84

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

Garde Capital's SDY Position: Q3 2025 in Review

Garde Capital sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2025, closing a stake of 382 shares — an estimated $51.8K sold.

Garde Capital first reported a position in SDY in Q2 2014 and held it in 12 quarters. The position peaked at $296K in Q2 2016. 1,174 funds tracked by Wall St. Rank hold SDY as of Q3 2025.

Garde Capital reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2025 after selling out during the quarter.
Garde Capital sold 382 State Street SPDR S&P Dividend ETF shares in Q3 2025, an estimated $51.8K.
Garde Capital first reported a position in State Street SPDR S&P Dividend ETF in Q2 2014 and held it in 12 quarters.
Garde Capital's State Street SPDR S&P Dividend ETF position peaked at $296K in Q2 2016.
1,174 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.