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

Perritt Capital Management’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	–	Sell	-175	Closed	-$24.5K	–	255
2025 Q3	$24.5K	Buy	175 +2	+1%	+$279	0.01%	221
2025 Q2	$23.6K	Buy	173 +1	+0.6%	+$133	0.01%	238
2025 Q1	$23.4K	Buy	172 +1	+0.6%	+$134	0.01%	239
2024 Q4	$22.7K	Buy	171 +1	+0.6%	+$140	0.01%	238
2024 Q3	$24.2K	Buy	170 +1	+0.6%	+$135	0.01%	239
2024 Q2	$21.5K	Buy	169 +1	+0.6%	+$129	0.01%	254
2024 Q1	$22.1K	Sell	168 -100	-37%	-$12.5K	0.01%	253
2023 Q4	$33.5K	Buy	268 +2	+0.8%	+$235	0.02%	233
2023 Q3	$30.6K	Sell	266 -80	-23%	-$9.77K	0.02%	234
2023 Q2	$42.5K	Hold	346	–	–	0.02%	232
2023 Q1	$42.8K	Hold	346	–	–	0.02%	228
2022 Q4	$43.3K	Buy	+346	New	+$42.7K	0.02%	234

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

Perritt Capital Management's SDY Position: Q4 2025 in Review

Perritt Capital Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2025, closing a stake of 175 shares — an estimated $24.5K sold.

Perritt Capital Management first reported a position in SDY in Q4 2022 and held it in 12 quarters. The position peaked at $43.3K in Q4 2022. 1,236 funds tracked by Wall St. Rank hold SDY as of Q4 2025.

Perritt Capital Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2025 after selling out during the quarter.
Perritt Capital Management sold 175 State Street SPDR S&P Dividend ETF shares in Q4 2025, an estimated $24.5K.
Perritt Capital Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and held it in 12 quarters.
Perritt Capital Management's State Street SPDR S&P Dividend ETF position peaked at $43.3K in Q4 2022.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2025.

Based on Perritt Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.