PrairieView Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

PrairieView Partners’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	$12K	Hold	95	–	–	﹤0.01%	275
2025 Q1	$12K	Sell	95 -44	-32%	-$5.92K	﹤0.01%	272
2024 Q4	$18K	Hold	139	–	–	﹤0.01%	254
2024 Q3	$19K	Hold	139	–	–	﹤0.01%	252
2024 Q2	$17K	Hold	139	–	–	﹤0.01%	267
2024 Q1	$19K	Buy	139 +10	+8%	+$1.25K	﹤0.01%	249
2023 Q4	$16K	Hold	129	–	–	﹤0.01%	253
2023 Q3	$14K	Hold	129	–	–	﹤0.01%	263
2023 Q2	$15K	Sell	129 -250	-66%	-$30.5K	﹤0.01%	295
2023 Q1	$46K	Hold	379	–	–	0.01%	191
2022 Q4	$47K	Buy	379 +250	+194%	+$30.9K	0.01%	196
2022 Q3	$14K	Sell	129 -59	-31%	-$7.27K	﹤0.01%	280
2022 Q2	$22K	Buy	188 +58	+45%	+$7.23K	﹤0.01%	262
2022 Q1	$17K	Hold	130	–	–	﹤0.01%	288
2021 Q4	$17K	Sell	130 -12	-8%	-$1.49K	﹤0.01%	289
2021 Q3	$17K	Sell	142 -8	-5%	-$980	﹤0.01%	240
2021 Q2	$18K	Hold	150	–	–	﹤0.01%	236
2021 Q1	$18K	Hold	150	–	–	﹤0.01%	231
2020 Q4	$16K	Hold	150	–	–	﹤0.01%	224
2020 Q3	$14K	Hold	150	–	–	﹤0.01%	219
2020 Q2	$14K	Sell	150 -970	-87%	-$85.3K	﹤0.01%	214
2020 Q1	$89K	Buy	+1,120	New	+$110K	0.02%	108

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

PrairieView Partners's SDY Position: Q2 2025 in Review

PrairieView Partners held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2025 at 95 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

PrairieView Partners first reported a position in SDY in Q1 2020 and has held it in 22 quarters since. The position peaked at $89K in Q1 2020. 1,179 funds tracked by Wall St. Rank hold SDY as of Q2 2025.

PrairieView Partners held 95 shares of State Street SPDR S&P Dividend ETF worth $12K as of Q2 2025.
PrairieView Partners left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2025.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of PrairieView Partners's portfolio in Q2 2025, its #275 holding.
PrairieView Partners first reported a position in State Street SPDR S&P Dividend ETF in Q1 2020 and has held it in 22 quarters since.
PrairieView Partners's State Street SPDR S&P Dividend ETF position peaked at $89K in Q1 2020.
1,179 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.