Oldfather Financial Services’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Oldfather Financial Services’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	$279K	Sell	2,007 -50	-2%	-$6.96K	0.08%	84
2025 Q3	$288K	Buy	2,057 +63	+3%	+$8.79K	0.09%	75
2025 Q2	$271K	Buy	1,994 +156	+8%	+$20.7K	0.09%	67
2025 Q1	$249K	Hold	1,838	–	–	0.09%	67
2024 Q4	$243K	Hold	1,838	–	–	0.09%	72
2024 Q3	$261K	Hold	1,838	–	–	0.1%	66
2024 Q2	$234K	Hold	1,838	–	–	0.1%	65
2024 Q1	$241K	Buy	+1,838	New	+$231K	0.1%	64

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

Oldfather Financial Services's SDY Position: Q4 2025 in Review

Oldfather Financial Services reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 2.4% in Q4 2025, selling an estimated $6.96K and leaving 2,007 shares worth $279K. The position accounts for 0.08% of the portfolio, ranked #84.

Oldfather Financial Services first reported a position in SDY in Q1 2024 and has held it in 8 quarters since. The position peaked at $288K in Q3 2025. 1,234 funds tracked by Wall St. Rank hold SDY as of Q4 2025.

Oldfather Financial Services held 2,007 shares of State Street SPDR S&P Dividend ETF worth $279K as of Q4 2025.
Oldfather Financial Services sold 50 State Street SPDR S&P Dividend ETF shares in Q4 2025, an estimated $6.96K.
State Street SPDR S&P Dividend ETF made up 0.08% of Oldfather Financial Services's portfolio in Q4 2025, its #84 holding.
Oldfather Financial Services first reported a position in State Street SPDR S&P Dividend ETF in Q1 2024 and has held it in 8 quarters since.
Oldfather Financial Services's State Street SPDR S&P Dividend ETF position peaked at $288K in Q3 2025.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.