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

Gryphon Financial Partners’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 Q2	–	Sell	-1,791	Closed	-$243K	–	318
2025 Q1	$243K	Buy	1,791 +258	+17%	+$34.7K	0.04%	248
2024 Q4	$203K	Hold	1,533	–	–	0.03%	248
2024 Q3	$218K	Buy	+1,533	New	+$207K	0.03%	271
2022 Q3	–	Sell	-1,555	Closed	-$185K	–	226
2022 Q2	$185K	Buy	+1,555	New	+$194K	0.04%	181
2021 Q1	–	Sell	-1,455	Closed	-$154K	–	181
2020 Q4	$154K	Buy	+1,455	New	+$147K	0.04%	147
2019 Q3	–	Sell	-1,705	Closed	-$172K	–	169
2019 Q2	$172K	Hold	1,705	–	–	0.05%	145
2019 Q1	$169K	Buy	+1,705	New	+$164K	0.05%	121
2018 Q3	–	Sell	-1,805	Closed	-$167K	–	702
2018 Q2	$167K	Sell	1,805 -1,851	-51%	-$170K	0.08%	89
2018 Q1	$333K	Buy	3,656 +87	+2%	+$8.13K	0.17%	51
2017 Q4	$337K	Buy	+3,569	New	+$334K	0.19%	53

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Gryphon Financial Partners's SDY Position: Q2 2025 in Review

Gryphon Financial Partners sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2025, closing a stake of 1,791 shares — an estimated $243K sold.

Gryphon Financial Partners first reported a position in SDY in Q4 2017 and held it in 10 quarters. The position peaked at $337K in Q4 2017. 1,179 funds tracked by Wall St. Rank hold SDY as of Q2 2025.

Gryphon Financial Partners reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2025 after selling out during the quarter.
Gryphon Financial Partners sold 1,791 State Street SPDR S&P Dividend ETF shares in Q2 2025, an estimated $243K.
Gryphon Financial Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and held it in 10 quarters.
Gryphon Financial Partners's State Street SPDR S&P Dividend ETF position peaked at $337K in Q4 2017.
1,179 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2025.

Based on Gryphon Financial Partners's 13F filing for Q2 2025, filed 7 Aug 2025.