Nicolet Advisory Services’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
Q4
$213K Buy
1,478
+20
+1% +$2.78K 0.01% 398
2025
Q3
$204K Sell
1,458
-38
-3% -$5.3K 0.02% 392
2025
Q2
$204K Buy
+1,496
New +$198K 0.02% 391

Other funds holding SDY

Nicolet Advisory Services's SDY Position: Q4 2025 in Review

Nicolet Advisory Services increased its State Street SPDR S&P Dividend ETF (SDY) stake by 1.4% in Q4 2025, buying an estimated $2.78K and bringing the position to 1,478 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #398.

Nicolet Advisory Services first reported a position in SDY in Q2 2025 and has held it in 3 quarters since. 1,234 funds tracked by Wall St. Rank hold SDY as of Q4 2025.

  • Nicolet Advisory Services held 1,478 shares of State Street SPDR S&P Dividend ETF worth $213K as of Q4 2025.
  • Nicolet Advisory Services bought 20 State Street SPDR S&P Dividend ETF shares in Q4 2025, an estimated $2.78K.
  • State Street SPDR S&P Dividend ETF made up 0.01% of Nicolet Advisory Services's portfolio in Q4 2025, its #398 holding.
  • Nicolet Advisory Services first reported a position in State Street SPDR S&P Dividend ETF in Q2 2025 and has held it in 3 quarters since.
  • 1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.