Ignite Planners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Ignite Planners’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 Q1	–	Sell	-2,445	Closed	-$322K	–	342
2024 Q4	$322K	Buy	+2,445	New	+$341K	0.07%	225
2023 Q4	–	Sell	-4,696	Closed	-$529K	–	328
2023 Q3	$529K	Sell	4,696 -5	-0.1%	-$610	0.16%	152
2023 Q2	$566K	Buy	4,701 +221	+5%	+$27K	0.22%	103
2023 Q1	$553K	Sell	4,480 -3,245	-42%	-$408K	0.23%	112
2022 Q4	$914K	Sell	7,725 -260	-3%	-$32.1K	0.38%	68
2022 Q3	$914K	Buy	7,985 +2,065	+35%	+$254K	0.73%	33
2022 Q2	$712K	Hold	5,920	–	–	0.58%	50
2022 Q1	$762K	Buy	5,920 +300	+5%	+$37.9K	0.51%	53
2021 Q4	$726K	Buy	+5,620	New	+$699K	0.47%	61

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

Ignite Planners's SDY Position: Q1 2025 in Review

Ignite Planners sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2025, closing a stake of 2,445 shares — an estimated $322K sold.

Ignite Planners first reported a position in SDY in Q4 2021 and held it in 9 quarters. The position peaked at $914K in Q3 2022. 1,173 funds tracked by Wall St. Rank hold SDY as of Q1 2025.

Ignite Planners reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2025 after selling out during the quarter.
Ignite Planners sold 2,445 State Street SPDR S&P Dividend ETF shares in Q1 2025, an estimated $322K.
Ignite Planners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and held it in 9 quarters.
Ignite Planners's State Street SPDR S&P Dividend ETF position peaked at $914K in Q3 2022.
1,173 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2025.

Based on Ignite Planners's 13F filing for Q1 2025, filed 6 May 2025.