PCA Investment 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
Q1
Sell
-5,832
Closed -$770K 124
2024
Q4
$770K Buy
5,832
+24
+0.4% +$3.35K 0.36% 42
2024
Q3
$825K Buy
5,808
+2,580
+80% +$349K 0.39% 41
2024
Q2
$411K Buy
3,228
+21
+0.7% +$2.71K 0.22% 65
2024
Q1
$421K Buy
3,207
+420
+15% +$52.7K 0.24% 63
2023
Q4
$348K Buy
2,787
+21
+0.8% +$2.46K 0.23% 66
2023
Q3
$318K Hold
2,766
0.23% 70
2023
Q2
$339K Hold
2,766
0.2% 69
2023
Q1
$342K Buy
+2,766
New +$348K 0.24% 68

Other funds holding SDY

PCA Investment Advisory Services's SDY Position: Q1 2025 in Review

PCA Investment Advisory Services sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2025, closing a stake of 5,832 shares — an estimated $770K sold.

PCA Investment Advisory Services first reported a position in SDY in Q1 2023 and held it in 8 quarters. The position peaked at $825K in Q3 2024. 1,173 funds tracked by Wall St. Rank hold SDY as of Q1 2025.

  • PCA Investment Advisory Services reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2025 after selling out during the quarter.
  • PCA Investment Advisory Services sold 5,832 State Street SPDR S&P Dividend ETF shares in Q1 2025, an estimated $770K.
  • PCA Investment Advisory Services first reported a position in State Street SPDR S&P Dividend ETF in Q1 2023 and held it in 8 quarters.
  • PCA Investment Advisory Services's State Street SPDR S&P Dividend ETF position peaked at $825K in Q3 2024.
  • 1,173 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2025.

Based on PCA Investment Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.