Pineridge Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Pineridge Advisors’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 Q3	$42.9K	Hold	306	–	–	0.01%	112
2025 Q2	$41.5K	Hold	306	–	–	0.02%	116
2025 Q1	$41.5K	Hold	306	–	–	0.02%	118
2024 Q4	$40.4K	Sell	306 -200	-40%	-$27.9K	0.02%	146
2024 Q3	$71.9K	Hold	506	–	–	0.03%	114
2024 Q2	$64.4K	Hold	506	–	–	0.02%	120
2024 Q1	$66.4K	Hold	506	–	–	0.02%	111
2023 Q4	$63.2K	Buy	+506	New	+$59.4K	0.02%	143

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

Pineridge Advisors's SDY Position: Q3 2025 in Review

Pineridge Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q3 2025 at 306 shares worth $42.9K. The position accounts for 0.01% of the portfolio, ranked #112.

Pineridge Advisors first reported a position in SDY in Q4 2023 and has held it in 8 quarters since. The position peaked at $71.9K in Q3 2024. 1,172 funds tracked by Wall St. Rank hold SDY as of Q3 2025.

Pineridge Advisors held 306 shares of State Street SPDR S&P Dividend ETF worth $42.9K as of Q3 2025.
Pineridge Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q3 2025.
State Street SPDR S&P Dividend ETF made up 0.01% of Pineridge Advisors's portfolio in Q3 2025, its #112 holding.
Pineridge Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 8 quarters since.
Pineridge Advisors's State Street SPDR S&P Dividend ETF position peaked at $71.9K in Q3 2024.
1,172 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.