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

Gibson 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	-1,622	Closed	-$220K	–	90
2025 Q2	$220K	Hold	1,622	–	–	0.04%	76
2025 Q1	$220K	Hold	1,622	–	–	0.05%	75
2024 Q4	$214K	Hold	1,622	–	–	0.04%	67
2024 Q3	$230K	Hold	1,622	–	–	0.05%	63
2024 Q2	$206K	Hold	1,622	–	–	0.05%	64
2024 Q1	$213K	Hold	1,622	–	–	0.05%	65
2023 Q4	$203K	Buy	+1,622	New	+$190K	0.05%	62
2023 Q3	–	Sell	-1,622	Closed	-$199K	–	54
2023 Q2	$199K	Hold	1,622	–	–	0.05%	49
2023 Q1	$201K	Hold	1,622	–	–	0.05%	52
2022 Q4	$203K	Buy	+1,622	New	+$200K	0.06%	45
2022 Q2	–	Sell	-1,622	Closed	-$207K	–	46
2022 Q1	$207K	Hold	1,622	–	–	0.05%	36
2021 Q4	$209K	Buy	+1,622	New	+$202K	0.05%	38
2021 Q2	–	Sell	-1,725	Closed	-$203K	–	43
2021 Q1	$203K	Buy	+1,725	New	+$193K	0.06%	40

Other funds holding SDY

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $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 $786B AUM 40.34% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gibson Capital's SDY Position: Q3 2025 in Review

Gibson Capital sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2025, closing a stake of 1,622 shares — an estimated $220K sold.

Gibson Capital first reported a position in SDY in Q1 2021 and held it in 13 quarters. The position peaked at $230K in Q3 2024. 1,173 funds tracked by Wall St. Rank hold SDY as of Q3 2025.

Gibson Capital reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2025 after selling out during the quarter.
Gibson Capital sold 1,622 State Street SPDR S&P Dividend ETF shares in Q3 2025, an estimated $220K.
Gibson Capital first reported a position in State Street SPDR S&P Dividend ETF in Q1 2021 and held it in 13 quarters.
Gibson Capital's State Street SPDR S&P Dividend ETF position peaked at $230K in Q3 2024.
1,173 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2025.

Based on Gibson Capital's 13F filing for Q3 2025, filed 24 Oct 2025.