Pinnacle Wealth Management Advisory Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Pinnacle Wealth Management Advisory 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 Q3	–	Sell	-1,486	Closed	-$202K	–	407
2025 Q2	$202K	Hold	1,486	–	–	0.02%	358
2025 Q1	$202K	Sell	1,486 -196	-12%	-$26.4K	0.02%	347
2024 Q4	$222K	Buy	1,682 +97	+6%	+$13.5K	0.02%	329
2024 Q3	$225K	Sell	1,585 -76	-5%	-$10.3K	0.02%	324
2024 Q2	$211K	Hold	1,661	–	–	0.02%	329
2024 Q1	$218K	Sell	1,661 -451	-21%	-$56.6K	0.02%	318
2023 Q4	$264K	Sell	2,112 -1,394	-40%	-$164K	0.03%	273
2023 Q3	$403K	Buy	3,506 +3	+0.1%	+$366	0.05%	200
2023 Q2	$429K	Sell	3,503 -184	-5%	-$22.5K	0.05%	195
2023 Q1	$456K	Buy	3,687 +460	+14%	+$57.9K	0.06%	184
2022 Q4	$404K	Buy	+3,227	New	+$399K	0.06%	191
2018 Q4	–	Sell	-4,095	Closed	-$401K	–	177
2018 Q3	$401K	Sell	4,095 -1,160	-22%	-$112K	0.2%	106
2018 Q2	$487K	Sell	5,255 -11	-0.2%	-$1.01K	0.26%	92
2018 Q1	$480K	Hold	5,266	–	–	0.27%	89
2017 Q4	$498K	Buy	5,266 +741	+16%	+$69.4K	0.28%	88
2017 Q3	$413K	Hold	4,525	–	–	0.24%	98
2017 Q2	$402K	Buy	+4,525	New	+$401K	0.25%	97

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

Pinnacle Wealth Management Advisory Group's SDY Position: Q3 2025 in Review

Pinnacle Wealth Management Advisory Group sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2025, closing a stake of 1,486 shares — an estimated $202K sold.

Pinnacle Wealth Management Advisory Group first reported a position in SDY in Q2 2017 and held it in 17 quarters. The position peaked at $498K in Q4 2017. 1,172 funds tracked by Wall St. Rank hold SDY as of Q3 2025.

Pinnacle Wealth Management Advisory Group reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2025 after selling out during the quarter.
Pinnacle Wealth Management Advisory Group sold 1,486 State Street SPDR S&P Dividend ETF shares in Q3 2025, an estimated $202K.
Pinnacle Wealth Management Advisory Group first reported a position in State Street SPDR S&P Dividend ETF in Q2 2017 and held it in 17 quarters.
Pinnacle Wealth Management Advisory Group's State Street SPDR S&P Dividend ETF position peaked at $498K in Q4 2017.
1,172 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2025.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.