Greenberg Financial Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Greenberg Financial 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	$3.15M	Buy	+22,603	New	+$3.14M	1.3%	16
2025 Q2	$3.64M	Buy	23,937 +737	+3%	+$97.7K	1.35%	15
2025 Q1	$3.39M	Buy	+23,200	New	+$3.12M	1.4%	16

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

Greenberg Financial Group's SDY Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q4 2025: 22,603 shares worth $3.15M. The stake represents 1.3% of the portfolio and ranks #16 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in SDY as recently as Q2 2025.

Greenberg Financial Group first reported a position in SDY in Q1 2025 and has held it in 3 quarters since. The position peaked at $3.64M in Q2 2025. 1,236 funds tracked by Wall St. Rank hold SDY as of Q4 2025.

Greenberg Financial Group held 22,603 shares of State Street SPDR S&P Dividend ETF worth $3.15M as of Q4 2025.
State Street SPDR S&P Dividend ETF was a new Greenberg Financial Group position in Q4 2025.
State Street SPDR S&P Dividend ETF made up 1.3% of Greenberg Financial Group's portfolio in Q4 2025, its #16 holding.
Greenberg Financial Group first reported a position in State Street SPDR S&P Dividend ETF in Q1 2025 and has held it in 3 quarters since.
Greenberg Financial Group's State Street SPDR S&P Dividend ETF position peaked at $3.64M 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 Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.