Gladstone Institutional Advisory’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Gladstone Institutional Advisory’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 Q2	–	Sell	-3,454	Closed	-$469K	–	781
2025 Q1	$469K	Sell	3,454 -336	-9%	-$45.2K	0.02%	484
2024 Q4	$501K	Buy	3,790 +940	+33%	+$131K	0.02%	472
2024 Q3	$405K	Hold	2,850	–	–	0.02%	507
2024 Q2	$362K	Sell	2,850 -275	-9%	-$35.4K	0.02%	496
2024 Q1	$410K	Sell	3,125 -154	-5%	-$19.3K	0.02%	461
2023 Q4	$410K	Buy	3,279 +38	+1%	+$4.46K	0.02%	455
2023 Q3	$373K	Sell	3,241 -494	-13%	-$60.3K	0.02%	445
2023 Q2	$458K	Hold	3,735	–	–	0.03%	416
2023 Q1	$462K	Sell	3,735 -113	-3%	-$14.2K	0.03%	422
2022 Q4	$481K	Sell	3,848 -17	-0.4%	-$2.1K	0.03%	405
2022 Q3	$431K	Buy	3,865 +386	+11%	+$47.5K	0.03%	424
2022 Q2	$413K	Sell	3,479 -234	-6%	-$29.2K	0.03%	452
2022 Q1	$476K	Buy	3,713 +528	+17%	+$66.7K	0.03%	437
2021 Q4	$411K	Buy	3,185 +47	+1%	+$5.85K	0.03%	421
2021 Q3	$369K	Sell	3,138 -40	-1%	-$4.9K	0.04%	394
2021 Q2	$389K	Sell	3,178 -774	-20%	-$95.7K	0.05%	345
2021 Q1	$466K	Buy	3,952 +645	+20%	+$72.3K	0.07%	245
2020 Q4	$350K	Buy	3,307 +3	+0.1%	+$304	0.07%	207
2020 Q3	$305K	Buy	3,304 +233	+8%	+$22K	0.07%	207
2020 Q2	$280K	Buy	3,071 +122	+4%	+$10.7K	0.07%	181
2020 Q1	$236K	Buy	2,949 +77	+3%	+$7.59K	0.06%	222
2019 Q4	$309K	Sell	2,872 -987	-26%	-$104K	0.08%	186
2019 Q3	$396K	Buy	3,859 +59	+2%	+$5.95K	0.1%	172
2019 Q2	$383K	Buy	3,800 +724	+24%	+$72.4K	0.12%	174
2019 Q1	$306K	Buy	3,076 +4	+0.1%	+$384	0.11%	150
2018 Q4	$275K	Buy	+3,072	New	+$290K	0.16%	134

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Gladstone Institutional Advisory's SDY Position: Q2 2025 in Review

Gladstone Institutional Advisory sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2025, closing a stake of 3,454 shares — an estimated $469K sold.

Gladstone Institutional Advisory first reported a position in SDY in Q4 2018 and held it in 26 quarters. The position peaked at $501K in Q4 2024. 1,180 funds tracked by Wall St. Rank hold SDY as of Q2 2025.

Gladstone Institutional Advisory reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2025 after selling out during the quarter.
Gladstone Institutional Advisory sold 3,454 State Street SPDR S&P Dividend ETF shares in Q2 2025, an estimated $469K.
Gladstone Institutional Advisory first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and held it in 26 quarters.
Gladstone Institutional Advisory's State Street SPDR S&P Dividend ETF position peaked at $501K in Q4 2024.
1,180 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.