Long Run Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Long Run Wealth Advisors’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	$1.98M	Buy	14,212 +102	+0.7%	+$14.2K	0.37%	47
2025 Q3	$1.98M	Sell	14,110 -145	-1%	-$20.2K	0.39%	45
2025 Q2	$1.93M	Sell	14,255 -197	-1%	-$26.1K	0.41%	45
2025 Q1	$1.96M	Buy	14,452 +88	+0.6%	+$11.8K	0.44%	43
2024 Q4	$1.9M	Buy	14,364 +86	+0.6%	+$12K	0.45%	46
2024 Q3	$2.03M	Sell	14,278 -633	-4%	-$85.6K	0.48%	46
2024 Q2	$1.9M	Hold	14,911	–	–	0.48%	45
2024 Q1	$1.96M	Hold	14,911	–	–	0.52%	44
2023 Q4	$1.86M	Hold	14,911	–	–	0.54%	45
2023 Q3	$1.71M	Hold	14,911	–	–	0.56%	45
2023 Q2	$1.83M	Buy	14,911 +35	+0.2%	+$4.28K	0.58%	46
2023 Q1	$1.84M	Sell	14,876 -6,645	-31%	-$836K	0.63%	44
2022 Q4	$2.69M	Sell	21,521 -116	-0.5%	-$14.3K	0.97%	31
2022 Q3	$2.41M	Buy	21,637 +115	+0.5%	+$14.2K	0.96%	30
2022 Q2	$2.55M	Buy	21,522 +1,543	+8%	+$192K	0.99%	29
2022 Q1	$2.56M	Sell	19,979 -24	-0.1%	-$3.03K	0.89%	33
2021 Q4	$2.58M	Buy	+20,003	New	+$2.49M	0.9%	33

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Long Run Wealth Advisors's SDY Position: Q4 2025 in Review

Long Run Wealth Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.72% in Q4 2025, buying an estimated $14.2K and bringing the position to 14,212 shares worth $1.98M. The position accounts for 0.37% of the portfolio, ranked #47.

Long Run Wealth Advisors first reported a position in SDY in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.69M in Q4 2022. 1,234 funds tracked by Wall St. Rank hold SDY as of Q4 2025.

Long Run Wealth Advisors held 14,212 shares of State Street SPDR S&P Dividend ETF worth $1.98M as of Q4 2025.
Long Run Wealth Advisors bought 102 State Street SPDR S&P Dividend ETF shares in Q4 2025, an estimated $14.2K.
State Street SPDR S&P Dividend ETF made up 0.37% of Long Run Wealth Advisors's portfolio in Q4 2025, its #47 holding.
Long Run Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 17 quarters since.
Long Run Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $2.69M in Q4 2022.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.