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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-6,050
Closed -$821K 108
2025
Q2
$821K Sell
6,050
-140
-2% -$18.6K 0.96% 41
2025
Q1
$840K Hold
6,190
0.97% 25
2024
Q4
$816K Sell
6,190
-500
-7% -$69.8K 0.35% 77
2024
Q3
$950K Buy
6,690
+150
+2% +$20.3K 0.35% 77
2024
Q2
$832K Hold
6,540
0.35% 84
2024
Q1
$858K Hold
6,540
0.59% 55
2023
Q4
$817K Buy
+6,540
New +$768K 0.71% 43

Other funds holding SDY

New Century Financial Group's SDY Position: Q3 2025 in Review

New Century Financial Group sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2025, closing a stake of 6,050 shares — an estimated $821K sold.

New Century Financial Group first reported a position in SDY in Q4 2023 and held it in 7 quarters. The position peaked at $950K in Q3 2024. 1,172 funds tracked by Wall St. Rank hold SDY as of Q3 2025.

  • New Century Financial Group reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2025 after selling out during the quarter.
  • New Century Financial Group sold 6,050 State Street SPDR S&P Dividend ETF shares in Q3 2025, an estimated $821K.
  • New Century Financial Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and held it in 7 quarters.
  • New Century Financial Group's State Street SPDR S&P Dividend ETF position peaked at $950K 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 New Century Financial Group's 13F filing for Q3 2025, filed 22 Oct 2025.