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MidWestOne Financial Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

MidWestOne Financial Group’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 		– Sell
-4,770
Closed -$630K – 298
2024
Q4 		$630K Sell
4,770
-7,405
-61% -$1.03M 0.09% 192
2024
Q3 		$1.73M Sell
12,175
-517
-4% -$69.9K 0.24% 95
2024
Q2 		$1.61M Buy
12,692
+580
+5% +$74.7K 0.29% 92
2024
Q1 		$1.59M Buy
12,112
+55
+0.5% +$6.9K 0.29% 96
2023
Q4 		$1.51M Buy
12,057
+1,725
+17% +$203K 0.29% 89
2023
Q3 		$1.19M Buy
10,332
+265
+3% +$32.3K 0.27% 101
2023
Q2 		$1.23M Buy
10,067
+919
+10% +$112K 0.27% 99
2023
Q1 		$1.13M Buy
9,148
+1,065
+13% +$134K 0.26% 102
2022
Q4 		$1.01M Sell
8,083
-658
-8% -$81.3K 0.23% 100
2022
Q3 		$974K Buy
8,741
+1,276
+17% +$157K 0.25% 99
2022
Q2 		$886K Buy
7,465
+1,698
+29% +$212K 0.22% 109
2022
Q1 		$739K Buy
5,767
+699
+14% +$88.3K 0.16% 143
2021
Q4 		$654K Buy
+5,068
New +$631K 0.14% 157

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MidWestOne Financial Group's SDY Position: Q1 2025 in Review

MidWestOne Financial Group sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2025, closing a stake of 4,770 shares — an estimated $630K sold.

MidWestOne Financial Group first reported a position in SDY in Q4 2021 and held it in 13 quarters. The position peaked at $1.73M in Q3 2024. 1,173 funds tracked by Wall St. Rank hold SDY as of Q1 2025.

  • MidWestOne Financial Group reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2025 after selling out during the quarter.
  • MidWestOne Financial Group sold 4,770 State Street SPDR S&P Dividend ETF shares in Q1 2025, an estimated $630K.
  • MidWestOne Financial Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and held it in 13 quarters.
  • MidWestOne Financial Group's State Street SPDR S&P Dividend ETF position peaked at $1.73M in Q3 2024.
  • 1,173 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2025.

Based on MidWestOne Financial Group's 13F filing for Q1 2025, filed 15 May 2025.