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Michael A Dubis Financial Planning’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Michael A Dubis Financial Planning’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 		$709K Hold
5,224
– – 0.69% 25
2024
Q4 		$690K Buy
+5,224
New +$730K 0.67% 25

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Michael A Dubis Financial Planning's SDY Position: Q1 2025 in Review

Michael A Dubis Financial Planning held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2025 at 5,224 shares worth $709K. The position accounts for 0.69% of the portfolio, ranked #25.

Michael A Dubis Financial Planning first reported a position in SDY in Q4 2024 and has held it in 2 quarters since. 1,175 funds tracked by Wall St. Rank hold SDY as of Q1 2025.

  • Michael A Dubis Financial Planning held 5,224 shares of State Street SPDR S&P Dividend ETF worth $709K as of Q1 2025.
  • Michael A Dubis Financial Planning left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2025.
  • State Street SPDR S&P Dividend ETF made up 0.69% of Michael A Dubis Financial Planning's portfolio in Q1 2025, its #25 holding.
  • Michael A Dubis Financial Planning first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 2 quarters since.
  • 1,175 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2025.

Based on Michael A Dubis Financial Planning's 13F filing for Q1 2025, filed 15 Apr 2025.