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Lanham O'Dell & Company’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Lanham O'Dell & Company’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 		$30.2M Buy
217,246
+18,279
+9% +$2.54M 8.7% 6
2025
Q3 		$27.9M Buy
198,967
+91,536
+85% +$12.8M 8.87% 4
2025
Q2 		$14.6M Buy
+107,431
New +$14.2M 6.16% 7

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

Lanham O'Dell & Company's SDY Position: Q4 2025 in Review

Lanham O'Dell & Company increased its State Street SPDR S&P Dividend ETF (SDY) stake by 9.2% in Q4 2025, buying an estimated $2.54M and bringing the position to 217,246 shares worth $30.2M. The position accounts for 8.7% of the portfolio, ranked #6.

Lanham O'Dell & Company first reported a position in SDY in Q2 2025 and has held it in 3 quarters since. 1,234 funds tracked by Wall St. Rank hold SDY as of Q4 2025.

  • Lanham O'Dell & Company held 217,246 shares of State Street SPDR S&P Dividend ETF worth $30.2M as of Q4 2025.
  • Lanham O'Dell & Company bought 18,279 State Street SPDR S&P Dividend ETF shares in Q4 2025, an estimated $2.54M.
  • State Street SPDR S&P Dividend ETF made up 8.7% of Lanham O'Dell & Company's portfolio in Q4 2025, its #6 holding.
  • Lanham O'Dell & Company first reported a position in State Street SPDR S&P Dividend ETF in Q2 2025 and has held it in 3 quarters since.
  • 1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2025.

Based on Lanham O'Dell & Company's 13F filing for Q4 2025, filed 12 Jan 2026.