Marcum Wealth’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Marcum Wealth’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 Q1	$306K	Sell	2,254 -106	-4%	-$14.3K	0.03%	276
2024 Q4	$312K	Buy	2,360 +41	+2%	+$5.73K	0.03%	275
2024 Q3	$329K	Sell	2,319 -31	-1%	-$4.19K	0.03%	266
2024 Q2	$299K	Sell	2,350 -114	-5%	-$14.7K	0.03%	277
2024 Q1	$323K	Buy	2,464 +148	+6%	+$18.6K	0.03%	258
2023 Q4	$289K	Sell	2,316 -132	-5%	-$15.5K	0.03%	262
2023 Q3	$282K	Sell	2,448 -262	-10%	-$32K	0.03%	256
2023 Q2	$332K	Sell	2,710 -199	-7%	-$24.3K	0.04%	228
2023 Q1	$360K	Sell	2,909 -1,573	-35%	-$198K	0.04%	220
2022 Q4	$561K	Buy	4,482 +1,449	+48%	+$179K	0.07%	155
2022 Q3	$338K	Sell	3,033 -206	-6%	-$25.4K	0.05%	217
2022 Q2	$384K	Buy	3,239 +315	+11%	+$39.3K	0.06%	196
2022 Q1	$375K	Buy	2,924 +108	+4%	+$13.7K	0.05%	209
2021 Q4	$364K	Sell	2,816 -58	-2%	-$7.22K	0.05%	215
2021 Q3	$338K	Buy	2,874 +188	+7%	+$23K	0.05%	217
2021 Q2	$328K	Buy	2,686 +220	+9%	+$27.2K	0.05%	210
2021 Q1	$291K	Buy	+2,466	New	+$276K	0.05%	226
2020 Q3	–	Sell	-2,328	Closed	-$212K	–	128
2020 Q2	$212K	Buy	+2,328	New	+$205K	0.07%	107

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

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

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

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

Marcum Wealth's SDY Position: Q1 2025 in Review

Marcum Wealth reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 4.5% in Q1 2025, selling an estimated $14.3K and leaving 2,254 shares worth $306K. The position accounts for 0.03% of the portfolio, ranked #276.

Marcum Wealth first reported a position in SDY in Q2 2020 and has held it in 18 quarters since. The position peaked at $561K in Q4 2022. 1,173 funds tracked by Wall St. Rank hold SDY as of Q1 2025.

Marcum Wealth held 2,254 shares of State Street SPDR S&P Dividend ETF worth $306K as of Q1 2025.
Marcum Wealth sold 106 State Street SPDR S&P Dividend ETF shares in Q1 2025, an estimated $14.3K.
State Street SPDR S&P Dividend ETF made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #276 holding.
Marcum Wealth first reported a position in State Street SPDR S&P Dividend ETF in Q2 2020 and has held it in 18 quarters since.
Marcum Wealth's State Street SPDR S&P Dividend ETF position peaked at $561K in Q4 2022.
1,173 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.