Kovitz Investment Group Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Kovitz Investment Group Partners’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	-23,843	Closed	-$3.34M	–	1173
2025 Q3	$3.34M	Sell	23,843 -1,035	-4%	-$144K	0.01%	534
2025 Q2	$3.38M	Buy	24,878 +4,692	+23%	+$622K	0.01%	513
2025 Q1	$2.74M	Sell	20,186 -785	-4%	-$106K	0.01%	520
2024 Q4	$2.77M	Buy	20,971 +51	+0.2%	+$7.12K	0.01%	515
2024 Q3	$2.8M	Buy	20,920 +15,432	+281%	+$2.09M	0.02%	441
2024 Q2	$698K	Buy	5,488 +261	+5%	+$33.6K	0.01%	610
2024 Q1	$686K	Buy	+5,227	New	+$656K	0.01%	461

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

Kovitz Investment Group Partners's SDY Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2025, closing a stake of 23,843 shares — an estimated $3.34M sold.

Kovitz Investment Group Partners first reported a position in SDY in Q1 2024 and held it in 7 quarters. The position peaked at $3.38M in Q2 2025. 1,236 funds tracked by Wall St. Rank hold SDY as of Q4 2025.

Kovitz Investment Group Partners reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 23,843 State Street SPDR S&P Dividend ETF shares in Q4 2025, an estimated $3.34M.
Kovitz Investment Group Partners first reported a position in State Street SPDR S&P Dividend ETF in Q1 2024 and held it in 7 quarters.
Kovitz Investment Group Partners's State Street SPDR S&P Dividend ETF position peaked at $3.38M in Q2 2025.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.