JNBA Financial Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

JNBA Financial Advisors’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	-224	Closed	-$29.6K	–	679
2024 Q4	$29.6K	Hold	224	–	–	﹤0.01%	341
2024 Q3	$31.8K	Buy	+224	New	+$30.3K	﹤0.01%	338
2022 Q1	–	Sell	-12	Closed	-$2K	–	823
2021 Q4	$2K	Hold	12	–	–	﹤0.01%	753
2021 Q3	$1K	Hold	12	–	–	﹤0.01%	711
2021 Q2	$1K	Buy	+12	New	+$1.48K	﹤0.01%	663
2021 Q1	–	Sell	-72	Closed	-$8K	–	667
2020 Q4	$8K	Hold	72	–	–	﹤0.01%	466
2020 Q3	$7K	Hold	72	–	–	﹤0.01%	450
2020 Q2	$7K	Buy	+72	New	+$6.33K	﹤0.01%	437
2018 Q4	–	Sell	-500	Closed	-$49K	–	701
2018 Q3	$49K	Buy	+500	New	+$48.5K	0.02%	223
2017 Q2	–	Sell	-1,939	Closed	-$171K	–	460
2017 Q1	$171K	Sell	1,939 -396	-17%	-$34.6K	0.04%	129
2016 Q4	$200K	Sell	2,335 -482	-17%	-$40.5K	0.05%	113
2016 Q3	$238K	Sell	2,817 -936	-25%	-$79.8K	0.03%	196
2016 Q2	$315K	Hold	3,753	–	–	0.09%	86
2016 Q1	$300K	Hold	3,753	–	–	0.11%	79
2015 Q4	$276K	Sell	3,753 -2,047	-35%	-$156K	0.11%	86
2015 Q3	$419K	Sell	5,800 -5,360	-48%	-$403K	0.18%	56
2015 Q2	$851K	Sell	11,160 -684	-6%	-$53.6K	0.32%	36
2015 Q1	$926K	Hold	11,844	–	–	0.36%	34
2014 Q4	$933K	Sell	11,844 -662	-5%	-$51.7K	0.38%	34
2014 Q3	$937K	Sell	12,506 -1,320	-10%	-$100K	0.43%	33
2014 Q2	$1.06M	Sell	13,826 -2,364	-15%	-$177K	0.51%	30
2014 Q1	$1.19M	Buy	+16,190	New	+$1.16M	0.63%	26

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

JNBA Financial Advisors's SDY Position: Q1 2025 in Review

JNBA Financial Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2025, closing a stake of 224 shares — an estimated $29.6K sold.

JNBA Financial Advisors first reported a position in SDY in Q1 2014 and held it in 22 quarters. The position peaked at $1.19M in Q1 2014. 1,173 funds tracked by Wall St. Rank hold SDY as of Q1 2025.

JNBA Financial Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2025 after selling out during the quarter.
JNBA Financial Advisors sold 224 State Street SPDR S&P Dividend ETF shares in Q1 2025, an estimated $29.6K.
JNBA Financial Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q1 2014 and held it in 22 quarters.
JNBA Financial Advisors's State Street SPDR S&P Dividend ETF position peaked at $1.19M in Q1 2014.
1,173 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2025.

Based on JNBA Financial Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.