MeadowBrook Investment Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

MeadowBrook Investment 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 Q3	–	Sell	-180	Closed	-$24.4K	–	222
2025 Q2	$24.4K	Hold	180	–	–	0.02%	226
2025 Q1	$24.4K	Hold	180	–	–	0.02%	213
2024 Q4	$23.8K	Hold	180	–	–	0.02%	215
2024 Q3	$25.6K	Hold	180	–	–	0.02%	208
2024 Q2	$22.9K	Hold	180	–	–	0.02%	206
2024 Q1	$23.6K	Hold	180	–	–	0.02%	208
2023 Q4	$22.5K	Buy	+180	New	+$21.1K	0.02%	212

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

MeadowBrook Investment Advisors's SDY Position: Q3 2025 in Review

MeadowBrook Investment Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2025, closing a stake of 180 shares — an estimated $24.4K sold.

MeadowBrook Investment Advisors first reported a position in SDY in Q4 2023 and held it in 7 quarters. The position peaked at $25.6K in Q3 2024. 1,172 funds tracked by Wall St. Rank hold SDY as of Q3 2025.

MeadowBrook Investment Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2025 after selling out during the quarter.
MeadowBrook Investment Advisors sold 180 State Street SPDR S&P Dividend ETF shares in Q3 2025, an estimated $24.4K.
MeadowBrook Investment Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and held it in 7 quarters.
MeadowBrook Investment Advisors's State Street SPDR S&P Dividend ETF position peaked at $25.6K in Q3 2024.
1,172 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2025.

Based on MeadowBrook Investment Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.