JMAC Enterprises’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

JMAC Enterprises’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	-3,262	Closed	-$431K	–	154
2024 Q4	$431K	Buy	3,262 +1	+0%	+$140	0.07%	140
2024 Q3	$463K	Sell	3,261 -22	-0.7%	-$2.98K	0.07%	139
2024 Q2	$418K	Sell	3,283 -18	-0.5%	-$2.32K	0.07%	135
2024 Q1	$433K	Sell	3,301 -39	-1%	-$4.89K	0.08%	127
2023 Q4	$417K	Sell	3,340 -10	-0.3%	-$1.17K	0.09%	127
2023 Q3	$385K	Sell	3,350 -86	-3%	-$10.5K	0.1%	128
2023 Q2	$421K	Sell	3,436 -506	-13%	-$61.8K	0.1%	128
2023 Q1	$488K	Buy	3,942 +4	+0.1%	+$503	0.12%	116
2022 Q4	$493K	Sell	3,938 -225	-5%	-$27.8K	0.14%	120
2022 Q3	$464K	Buy	4,163 +14	+0.3%	+$1.72K	0.13%	128
2022 Q2	$492K	Sell	4,149 -1	-0%	-$125	0.13%	126
2022 Q1	$532K	Sell	4,150 -1	-0%	-$126	0.13%	122
2021 Q4	$524K	Buy	+4,151	New	+$517K	0.12%	123

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

JMAC Enterprises's SDY Position: Q1 2025 in Review

JMAC Enterprises sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2025, closing a stake of 3,262 shares — an estimated $431K sold.

JMAC Enterprises first reported a position in SDY in Q4 2021 and held it in 13 quarters. The position peaked at $532K in Q1 2022. 1,173 funds tracked by Wall St. Rank hold SDY as of Q1 2025.

JMAC Enterprises reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2025 after selling out during the quarter.
JMAC Enterprises sold 3,262 State Street SPDR S&P Dividend ETF shares in Q1 2025, an estimated $431K.
JMAC Enterprises first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and held it in 13 quarters.
JMAC Enterprises's State Street SPDR S&P Dividend ETF position peaked at $532K in Q1 2022.
1,173 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2025.

Based on JMAC Enterprises's 13F filing for Q1 2025, filed 22 Apr 2025.