Lindbrook Capital’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$127K Sell
936
-10
-1% -$1.34K 0.01% 575
2024
Q4
$125K Sell
946
-26
-3% -$3.63K 0.01% 498
2024
Q3
$138K Buy
972
+175
+22% +$23.7K 0.01% 473
2024
Q2
$101K Sell
797
-325
-29% -$41.9K 0.01% 540
2024
Q1
$147K Sell
1,122
-205
-15% -$25.7K 0.01% 428
2023
Q4
$166K Sell
1,327
-623
-32% -$73.1K 0.02% 385
2023
Q3
$224K Sell
1,950
-1,170
-38% -$143K 0.03% 292
2023
Q2
$382K Sell
3,120
-10
-0.3% -$1.22K 0.04% 217
2023
Q1
$387K Sell
3,130
-2,600
-45% -$327K 0.05% 206
2022
Q4
$717K Sell
5,730
-40
-0.7% -$4.94K 0.09% 142
2022
Q3
$643K Sell
5,770
-328
-5% -$40.4K 0.11% 111
2022
Q2
$724K Buy
6,098
+2,713
+80% +$338K 0.12% 110
2022
Q1
$434K Buy
3,385
+640
+23% +$80.9K 0.07% 177
2021
Q4
$354K Buy
+2,745
New +$342K 0.05% 201
2020
Q4
Sell
-112
Closed -$10K 1858
2020
Q3
$10K Buy
+112
New +$10.6K ﹤0.01% 841

Other funds holding SDY

Lindbrook Capital's SDY Position: Q1 2025 in Review

Lindbrook Capital reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.1% in Q1 2025, selling an estimated $1.34K and leaving 936 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #575.

Lindbrook Capital first reported a position in SDY in Q3 2020 and has held it in 15 quarters since. The position peaked at $724K in Q2 2022. 1,174 funds tracked by Wall St. Rank hold SDY as of Q1 2025.

  • Lindbrook Capital held 936 shares of State Street SPDR S&P Dividend ETF worth $127K as of Q1 2025.
  • Lindbrook Capital sold 10 State Street SPDR S&P Dividend ETF shares in Q1 2025, an estimated $1.34K.
  • State Street SPDR S&P Dividend ETF made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #575 holding.
  • Lindbrook Capital first reported a position in State Street SPDR S&P Dividend ETF in Q3 2020 and has held it in 15 quarters since.
  • Lindbrook Capital's State Street SPDR S&P Dividend ETF position peaked at $724K in Q2 2022.
  • 1,174 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.