Oliver Lagore Vanvalin Investment Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Oliver Lagore Vanvalin Investment 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 Q2	$40.2K	Buy	+296	New	+$39.3K	0.02%	271
2024 Q4	$39.1K	Hold	296	–	–	0.01%	280
2024 Q3	$42K	Hold	296	–	–	0.01%	264
2024 Q2	$37.6K	Hold	296	–	–	0.01%	267
2024 Q1	$38.8K	Hold	296	–	–	0.01%	264
2023 Q4	$37K	Hold	296	–	–	0.01%	243
2023 Q3	$34K	Hold	296	–	–	0.01%	283
2023 Q2	$36.3K	Hold	296	–	–	0.01%	291
2023 Q1	$36.6K	Hold	296	–	–	0.02%	219
2022 Q4	$37K	Sell	296 -136	-31%	-$16.8K	0.02%	211
2022 Q3	$48K	Hold	432	–	–	0.03%	173
2022 Q2	$51K	Hold	432	–	–	0.03%	173
2022 Q1	$55K	Buy	+432	New	+$54.6K	0.04%	169

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's SDY Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q2 2025: 296 shares worth $40.2K. The stake represents 0.02% of the portfolio and ranks #271 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in SDY as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in SDY in Q1 2022 and has held it in 13 quarters since. The position peaked at $55K in Q1 2022. 1,179 funds tracked by Wall St. Rank hold SDY as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 296 shares of State Street SPDR S&P Dividend ETF worth $40.2K as of Q2 2025.
State Street SPDR S&P Dividend ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
State Street SPDR S&P Dividend ETF made up 0.02% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #271 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in State Street SPDR S&P Dividend ETF in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's State Street SPDR S&P Dividend ETF position peaked at $55K in Q1 2022.
1,179 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.