Grey Fox Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Grey Fox Wealth Advisors’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	–	Sell	-503	Closed	-$70.4K	–	513
2025 Q3	$70.4K	Buy	+503	New	+$70.2K	0.01%	224
2023 Q2	–	Sell	-9	Closed	-$1.12K	–	435
2023 Q1	$1.12K	Buy	+9	New	+$1.13K	﹤0.01%	451

Other funds holding SDY

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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 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 $666B AUM 30.12% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Grey Fox Wealth Advisors's SDY Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2025, closing a stake of 503 shares — an estimated $70.4K sold.

Grey Fox Wealth Advisors first reported a position in SDY in Q1 2023 and held it in 2 quarters. The position peaked at $70.4K in Q3 2025. 1,234 funds tracked by Wall St. Rank hold SDY as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 503 State Street SPDR S&P Dividend ETF shares in Q4 2025, an estimated $70.4K.
Grey Fox Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q1 2023 and held it in 2 quarters.
Grey Fox Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $70.4K in Q3 2025.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.