NewSquare Capital’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

NewSquare Capital’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	-1	Closed	-$95	–	1049
2025 Q2	$95	Buy	+1	New	+$133	﹤0.01%	1273
2023 Q3	–	Sell	-127	Closed	-$15.6K	–	854
2023 Q2	$15.6K	Buy	+127	New	+$15.5K	﹤0.01%	287
2020 Q2	–	Sell	-836	Closed	-$67K	–	437
2020 Q1	$67K	Buy	+836	New	+$82.5K	0.01%	160
2019 Q3	–	Sell	-836	Closed	-$84K	–	345
2019 Q2	$84K	Hold	836	–	–	0.02%	144
2019 Q1	$83K	Hold	836	–	–	0.02%	137
2018 Q4	$75K	Hold	836	–	–	0.02%	134
2018 Q3	$82K	Hold	836	–	–	0.02%	143
2018 Q2	$79K	Hold	836	–	–	0.02%	145
2018 Q1	$76K	Hold	836	–	–	0.02%	131
2017 Q4	$79K	Hold	836	–	–	0.02%	131
2017 Q3	$76K	Hold	836	–	–	0.02%	121
2017 Q2	$74K	Hold	836	–	–	0.02%	117
2017 Q1	$74K	Hold	836	–	–	0.02%	123
2016 Q4	$72K	Hold	836	–	–	0.02%	138
2016 Q3	$71K	Hold	836	–	–	0.02%	142
2016 Q2	$70K	Hold	836	–	–	0.02%	148
2016 Q1	$67K	Hold	836	–	–	0.02%	153
2015 Q4	$62K	Hold	836	–	–	0.02%	142
2015 Q3	$60K	Sell	836 -140	-14%	-$10.5K	0.02%	136
2015 Q2	$74K	Hold	976	–	–	0.02%	136
2015 Q1	$76K	Hold	976	–	–	0.02%	127
2014 Q4	$77K	Sell	976 -202	-17%	-$15.8K	0.03%	135
2014 Q3	$88K	Buy	+1,178	New	+$89.4K	0.03%	142

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NewSquare Capital's SDY Position: Q3 2025 in Review

NewSquare Capital sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2025, closing a stake of 1 share — an estimated $95 sold.

NewSquare Capital first reported a position in SDY in Q3 2014 and held it in 23 quarters. The position peaked at $88K in Q3 2014. 1,174 funds tracked by Wall St. Rank hold SDY as of Q3 2025.

NewSquare Capital reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 1 State Street SPDR S&P Dividend ETF share in Q3 2025, an estimated $95.
NewSquare Capital first reported a position in State Street SPDR S&P Dividend ETF in Q3 2014 and held it in 23 quarters.
NewSquare Capital's State Street SPDR S&P Dividend ETF position peaked at $88K in Q3 2014.
1,174 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.