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GWN Securities’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

GWN Securities’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 		– Sell
-1,884
Closed -$256K – 434
2025
Q2 		$256K Sell
1,884
-19,118
-91% -$2.54M 0.05% 328
2025
Q1 		$2.8M Buy
21,002
+19,149
+1,033% +$2.58M 0.16% 158
2024
Q4 		$248K Buy
+1,853
New +$259K 0.07% 288

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GWN Securities's SDY Position: Q3 2025 in Review

GWN Securities sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2025, closing a stake of 1,884 shares — an estimated $256K sold.

GWN Securities first reported a position in SDY in Q4 2024 and held it in 3 quarters. The position peaked at $2.8M in Q1 2025. 1,172 funds tracked by Wall St. Rank hold SDY as of Q3 2025.

  • GWN Securities reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2025 after selling out during the quarter.
  • GWN Securities sold 1,884 State Street SPDR S&P Dividend ETF shares in Q3 2025, an estimated $256K.
  • GWN Securities first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and held it in 3 quarters.
  • GWN Securities's State Street SPDR S&P Dividend ETF position peaked at $2.8M in Q1 2025.
  • 1,172 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2025.

Based on GWN Securities's 13F filing for Q3 2025, filed 27 Oct 2025.