Nalls Sherbakoff Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Nalls Sherbakoff 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 Q4	$302K	Sell	2,168 -4	-0.2%	-$557	0.22%	72
2025 Q3	$304K	Hold	2,172	–	–	0.21%	73
2025 Q2	$295K	Hold	2,172	–	–	0.21%	72
2025 Q1	$295K	Buy	+2,172	New	+$292K	0.24%	66
2023 Q4	$190K	Hold	1,518	–	–	0.17%	86
2023 Q3	$175K	Hold	1,518	–	–	0.17%	83
2023 Q2	$178K	Hold	1,518	–	–	0.17%	84
2023 Q1	$185K	Buy	+1,518	New	+$191K	0.18%	83
2018 Q4	$393K	Buy	+4,387	New	+$414K	0.63%	34

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

Nalls Sherbakoff Group's SDY Position: Q4 2025 in Review

Nalls Sherbakoff Group reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.18% in Q4 2025, selling an estimated $557 and leaving 2,168 shares worth $302K. The position accounts for 0.22% of the portfolio, ranked #72.

Nalls Sherbakoff Group first reported a position in SDY in Q4 2018 and has held it in 9 quarters since. The position peaked at $393K in Q4 2018. 1,234 funds tracked by Wall St. Rank hold SDY as of Q4 2025.

Nalls Sherbakoff Group held 2,168 shares of State Street SPDR S&P Dividend ETF worth $302K as of Q4 2025.
Nalls Sherbakoff Group sold 4 State Street SPDR S&P Dividend ETF shares in Q4 2025, an estimated $557.
State Street SPDR S&P Dividend ETF made up 0.22% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #72 holding.
Nalls Sherbakoff Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's State Street SPDR S&P Dividend ETF position peaked at $393K in Q4 2018.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.