Integrity Wealth Solutions’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Integrity Wealth Solutions’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	-2,604	Closed	-$365K	–	130
2025 Q3	$365K	Buy	2,604 +16	+0.6%	+$2.23K	0.16%	79
2025 Q2	$351K	Sell	2,588 -3,569	-58%	-$473K	0.17%	84
2025 Q1	$835K	Buy	6,157 +73	+1%	+$9.82K	0.45%	49
2024 Q4	$804K	Sell	6,084 -64	-1%	-$8.94K	0.45%	50
2024 Q3	$873K	Buy	6,148 +34	+0.6%	+$4.6K	0.51%	45
2024 Q2	$778K	Buy	6,114 +40	+0.7%	+$5.15K	0.51%	49
2024 Q1	$797K	Sell	6,074 -675	-10%	-$84.7K	0.52%	46
2023 Q4	$843K	Buy	+6,749	New	+$792K	0.58%	43

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

Integrity Wealth Solutions's SDY Position: Q4 2025 in Review

Integrity Wealth Solutions sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2025, closing a stake of 2,604 shares — an estimated $365K sold.

Integrity Wealth Solutions first reported a position in SDY in Q4 2023 and held it in 8 quarters. The position peaked at $873K in Q3 2024. 1,236 funds tracked by Wall St. Rank hold SDY as of Q4 2025.

Integrity Wealth Solutions reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2025 after selling out during the quarter.
Integrity Wealth Solutions sold 2,604 State Street SPDR S&P Dividend ETF shares in Q4 2025, an estimated $365K.
Integrity Wealth Solutions first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and held it in 8 quarters.
Integrity Wealth Solutions's State Street SPDR S&P Dividend ETF position peaked at $873K in Q3 2024.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2025.

Based on Integrity Wealth Solutions's 13F filing for Q4 2025, filed 2 Feb 2026.