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John W. Brooker & Co’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

John W. Brooker & Co’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
Q2 		– Sell
-2,266
Closed -$307K – 71
2025
Q1 		$307K Sell
2,266
-154
-6% -$20.7K 0.13% 68
2024
Q4 		$320K Sell
2,420
-445
-16% -$62.1K 0.14% 66
2024
Q3 		$407K Buy
2,865
+1
+0% +$135 0.19% 61
2024
Q2 		$364K Sell
2,864
-2
-0.1% -$258 0.18% 62
2024
Q1 		$376K Buy
2,866
+1
+0% +$125 0.2% 60
2023
Q4 		$358K Sell
2,865
-1,513
-35% -$178K 0.21% 56
2023
Q3 		$504K Sell
4,378
-829
-16% -$101K 0.32% 46
2023
Q2 		$638K Buy
5,207
+1
+0% +$122 0.41% 43
2023
Q1 		$646K Sell
5,206
-1,068
-17% -$134K 0.43% 43
2022
Q4 		$785K Buy
6,274
+2,351
+60% +$290K 0.51% 40
2022
Q3 		$437K Buy
3,923
+2,966
+310% +$365K 0.28% 38
2022
Q2 		$114K Buy
957
+1
+0.1% +$125 0.07% 62
2022
Q1 		$122K Sell
956
-210
-18% -$26.5K 0.07% 65
2021
Q4 		$151K Buy
1,166
+1
+0.1% +$124 0.08% 59
2021
Q3 		$137K Sell
1,165
-31
-3% -$3.8K 0.08% 59
2021
Q2 		$146K Buy
1,196
+33
+3% +$4.08K 0.09% 58
2021
Q1 		$137K Buy
1,163
+2
+0.2% +$224 0.09% 55
2020
Q4 		$123K Sell
1,161
-180
-13% -$18.2K 0.08% 55
2020
Q3 		$124K Buy
1,341
+183
+16% +$17.3K 0.09% 51
2020
Q2 		$106K Buy
1,158
+1
+0.1% +$88 0.08% 55
2020
Q1 		$92K Sell
1,157
-80
-6% -$7.89K 0.07% 55
2019
Q4 		$133K Buy
+1,237
New +$130K 0.09% 55

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

John W. Brooker & Co's SDY Position: Q2 2025 in Review

John W. Brooker & Co sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2025, closing a stake of 2,266 shares — an estimated $307K sold.

John W. Brooker & Co first reported a position in SDY in Q4 2019 and held it in 22 quarters. The position peaked at $785K in Q4 2022. 1,179 funds tracked by Wall St. Rank hold SDY as of Q2 2025.

  • John W. Brooker & Co reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2025 after selling out during the quarter.
  • John W. Brooker & Co sold 2,266 State Street SPDR S&P Dividend ETF shares in Q2 2025, an estimated $307K.
  • John W. Brooker & Co first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and held it in 22 quarters.
  • John W. Brooker & Co's State Street SPDR S&P Dividend ETF position peaked at $785K in Q4 2022.
  • 1,179 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2025.

Based on John W. Brooker & Co's 13F filing for Q2 2025, filed 16 Jul 2025.