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Great Lakes Retirement’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Great Lakes Retirement’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
-1,622
Closed -$214K – 218
2024
Q4 		$214K Sell
1,622
-296
-15% -$41.3K 0.03% 204
2024
Q3 		$272K Hold
1,918
– – 0.03% 196
2024
Q2 		$244K Hold
1,918
– – 0.03% 193
2024
Q1 		$252K Hold
1,918
– – 0.04% 206
2023
Q4 		$240K Buy
+1,918
New +$225K 0.04% 205

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 $377B 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 $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Great Lakes Retirement's SDY Position: Q1 2025 in Review

Great Lakes Retirement sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2025, closing a stake of 1,622 shares — an estimated $214K sold.

Great Lakes Retirement first reported a position in SDY in Q4 2023 and held it in 5 quarters. The position peaked at $272K in Q3 2024. 1,173 funds tracked by Wall St. Rank hold SDY as of Q1 2025.

  • Great Lakes Retirement reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2025 after selling out during the quarter.
  • Great Lakes Retirement sold 1,622 State Street SPDR S&P Dividend ETF shares in Q1 2025, an estimated $214K.
  • Great Lakes Retirement first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and held it in 5 quarters.
  • Great Lakes Retirement's State Street SPDR S&P Dividend ETF position peaked at $272K in Q3 2024.
  • 1,173 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2025.

Based on Great Lakes Retirement's 13F filing for Q1 2025, filed 17 Apr 2025.