Johnson Financial Group Inc (Wisconsin)’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	-626	Closed	-$84.9K	–	876
2025 Q1	$84.9K	Buy	626 +26	+4%	+$3.5K	﹤0.01%	514
2024 Q4	$80.7K	Hold	600	–	–	﹤0.01%	401
2024 Q3	$85.2K	Hold	600	–	–	﹤0.01%	462
2024 Q2	$76.3K	Hold	600	–	–	﹤0.01%	406
2024 Q1	$78.7K	Hold	600	–	–	﹤0.01%	380
2023 Q4	$75K	Hold	600	–	–	﹤0.01%	405
2023 Q3	$69K	Hold	600	–	–	﹤0.01%	354
2023 Q2	$73.5K	Hold	600	–	–	0.01%	361
2023 Q1	$74.2K	Hold	600	–	–	0.01%	361
2022 Q4	$75.1K	Sell	600 -62	-9%	-$7.66K	0.01%	312
2022 Q3	$81K	Hold	662	–	–	0.01%	313
2022 Q2	$79K	Hold	662	–	–	0.01%	338
2022 Q1	$85K	Hold	662	–	–	0.01%	372
2021 Q4	$85K	Hold	662	–	–	0.01%	384
2021 Q3	$78K	Hold	662	–	–	0.01%	355
2021 Q2	$81K	Sell	662 -828	-56%	-$102K	0.01%	361
2021 Q1	$176K	Hold	1,490	–	–	0.01%	274
2020 Q4	$158K	Buy	1,490 +828	+125%	+$83.8K	0.01%	224
2020 Q3	$61K	Hold	662	–	–	0.01%	267
2020 Q2	$60K	Sell	662 -747	-53%	-$65.7K	0.01%	263
2020 Q1	$113K	Sell	1,409 -264	-16%	-$26K	0.01%	226
2019 Q4	$180K	Buy	1,673 +539	+48%	+$56.6K	0.02%	215
2019 Q3	$116K	Hold	1,134	–	–	0.01%	265
2019 Q2	$114K	Hold	1,134	–	–	0.01%	263
2019 Q1	$113K	Hold	1,134	–	–	0.01%	254
2018 Q4	$102K	Hold	1,134	–	–	0.01%	260
2018 Q3	$111K	Hold	1,134	–	–	0.01%	259
2018 Q2	$105K	Hold	1,134	–	–	0.01%	262
2018 Q1	$103K	Hold	1,134	–	–	0.01%	271
2017 Q4	$107K	Buy	1,134 +305	+37%	+$28.6K	0.01%	280
2017 Q3	$76K	Buy	829 +45	+6%	+$4.03K	0.01%	301
2017 Q2	$70K	Sell	784 -216	-22%	-$19.1K	0.01%	326
2017 Q1	$88K	Hold	1,000	–	–	0.01%	343
2016 Q4	$86K	Hold	1,000	–	–	0.01%	350
2016 Q3	$84K	Hold	1,000	–	–	0.01%	350
2016 Q2	$84K	Hold	1,000	–	–	0.01%	380
2016 Q1	$80K	Hold	1,000	–	–	0.02%	332
2015 Q4	$74K	Sell	1,000 -225	-18%	-$17.2K	0.02%	342
2015 Q3	$88K	Hold	1,225	–	–	0.02%	357
2015 Q2	$93K	Sell	1,225 -2,490	-67%	-$195K	0.02%	389
2015 Q1	$291K	Hold	3,715	–	–	0.06%	227
2014 Q4	$293K	Buy	3,715 +960	+35%	+$75K	0.07%	200
2014 Q3	$206K	Buy	2,755 +1,125	+69%	+$85.4K	0.05%	216
2014 Q2	$125K	Buy	1,630 +1,060	+186%	+$79.4K	0.03%	303
2014 Q1	$42K	Buy	+570	New	+$41K	0.01%	415

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s SDY Position: Q2 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2025, closing a stake of 626 shares — an estimated $84.9K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in SDY in Q1 2014 and held it in 45 quarters. The position peaked at $293K in Q4 2014. 1,180 funds tracked by Wall St. Rank hold SDY as of Q2 2025.

Johnson Financial Group Inc (Wisconsin) reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2025 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 626 State Street SPDR S&P Dividend ETF shares in Q2 2025, an estimated $84.9K.
Johnson Financial Group Inc (Wisconsin) first reported a position in State Street SPDR S&P Dividend ETF in Q1 2014 and held it in 45 quarters.
Johnson Financial Group Inc (Wisconsin)'s State Street SPDR S&P Dividend ETF position peaked at $293K in Q4 2014.
1,180 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2025, filed 13 Aug 2025.