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

Gries Financial’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 Q3	$360K	Hold	2,570	–	–	0.06%	211
2025 Q2	$349K	Hold	2,570	–	–	0.06%	204
2025 Q1	$349K	Hold	2,570	–	–	0.07%	194
2024 Q4	$339K	Hold	2,570	–	–	0.06%	197
2024 Q3	$365K	Hold	2,570	–	–	0.07%	183
2024 Q2	$327K	Hold	2,570	–	–	0.07%	178
2024 Q1	$337K	Hold	2,570	–	–	0.06%	210
2023 Q4	$321K	Hold	2,570	–	–	0.07%	165
2023 Q3	$296K	Hold	2,570	–	–	0.08%	156
2023 Q2	$315K	Hold	2,570	–	–	0.09%	141
2023 Q1	$318K	Hold	2,570	–	–	0.09%	140
2022 Q4	$322K	Hold	2,570	–	–	0.11%	126
2022 Q3	$287K	Hold	2,570	–	–	0.12%	123
2022 Q2	$305K	Hold	2,570	–	–	0.15%	104
2022 Q1	$329K	Hold	2,570	–	–	0.12%	127
2021 Q4	$332K	Sell	2,570 -10	-0.4%	-$1.24K	0.14%	130
2021 Q3	$303K	Hold	2,580	–	–	0.1%	132
2021 Q2	$316K	Buy	2,580 +10	+0.4%	+$1.24K	0.1%	131
2021 Q1	$323K	Buy	+2,570	New	+$288K	0.1%	136

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

Gries Financial's SDY Position: Q3 2025 in Review

Gries Financial held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q3 2025 at 2,570 shares worth $360K. The position accounts for 0.06% of the portfolio, ranked #211.

Gries Financial first reported a position in SDY in Q1 2021 and has held it in 19 quarters since. The position peaked at $365K in Q3 2024. 1,174 funds tracked by Wall St. Rank hold SDY as of Q3 2025.

Gries Financial held 2,570 shares of State Street SPDR S&P Dividend ETF worth $360K as of Q3 2025.
Gries Financial left its State Street SPDR S&P Dividend ETF share count unchanged in Q3 2025.
State Street SPDR S&P Dividend ETF made up 0.06% of Gries Financial's portfolio in Q3 2025, its #211 holding.
Gries Financial first reported a position in State Street SPDR S&P Dividend ETF in Q1 2021 and has held it in 19 quarters since.
Gries Financial's State Street SPDR S&P Dividend ETF position peaked at $365K in Q3 2024.
1,174 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.