GPS Wealth Strategies Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

GPS Wealth Strategies Group’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 Q4	$9.53K	Sell	69 -1,730	-96%	-$241K	0.01%	392
2025 Q3	$252K	Sell	1,799 -82	-4%	-$11.4K	0.03%	306
2025 Q2	$255K	Buy	1,881 +5	+0.3%	+$663	0.03%	290
2025 Q1	$254K	Buy	1,876 +243	+15%	+$32.7K	0.03%	270
2024 Q4	$216K	Buy	1,633 +55	+3%	+$7.68K	0.03%	285
2024 Q3	$224K	Buy	1,578 +2	+0.1%	+$270	0.03%	283
2024 Q2	$200K	Buy	1,576 +1,086	+222%	+$140K	0.03%	264
2024 Q1	$64.3K	Buy	490 +167	+52%	+$21K	0.01%	459
2023 Q4	$40.4K	Sell	323 -50	-13%	-$5.87K	0.01%	541
2023 Q3	$42.9K	Hold	373	–	–	0.01%	513
2023 Q2	$45.7K	Buy	373 +98	+36%	+$12K	0.01%	513
2023 Q1	$34K	Buy	+275	New	+$34.6K	0.01%	571
2022 Q4	–	Sell	-273	Closed	-$30K	–	912
2022 Q3	$30K	Hold	273	–	–	0.01%	528
2022 Q2	$32K	Buy	273 +6	+2%	+$748	0.01%	533
2022 Q1	$34K	Hold	267	–	–	0.01%	492
2021 Q4	$34K	Buy	267 +162	+154%	+$20.2K	0.01%	487
2021 Q3	$12K	Hold	105	–	–	﹤0.01%	679
2021 Q2	$13K	Hold	105	–	–	﹤0.01%	687
2021 Q1	$12K	Buy	+105	New	+$11.8K	﹤0.01%	643

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

GPS Wealth Strategies Group's SDY Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 96% in Q4 2025, selling an estimated $241K and leaving 69 shares worth $9.53K. The position accounts for 0.01% of the portfolio, ranked #392.

GPS Wealth Strategies Group first reported a position in SDY in Q1 2021 and has held it in 19 quarters since. The position peaked at $255K in Q2 2025. 1,236 funds tracked by Wall St. Rank hold SDY as of Q4 2025.

GPS Wealth Strategies Group held 69 shares of State Street SPDR S&P Dividend ETF worth $9.53K as of Q4 2025.
GPS Wealth Strategies Group sold 1,730 State Street SPDR S&P Dividend ETF shares in Q4 2025, an estimated $241K.
State Street SPDR S&P Dividend ETF made up 0.01% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #392 holding.
GPS Wealth Strategies Group first reported a position in State Street SPDR S&P Dividend ETF in Q1 2021 and has held it in 19 quarters since.
GPS Wealth Strategies Group's State Street SPDR S&P Dividend ETF position peaked at $255K in Q2 2025.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.