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

PSI 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 Q2	–	Sell	-839	Closed	-$114K	–	579
2025 Q1	$114K	Hold	839	–	–	0.04%	158
2024 Q4	$111K	Hold	839	–	–	0.03%	175
2024 Q3	$119K	Hold	839	–	–	0.03%	169
2024 Q2	$107K	Sell	839 -3,682	-81%	-$474K	0.03%	171
2024 Q1	$593K	Sell	4,521 -3,666	-45%	-$460K	0.21%	70
2023 Q4	$1.02M	Sell	8,187 -3,648	-31%	-$428K	0.38%	49
2023 Q3	$1.36M	Sell	11,835 -1,001	-8%	-$122K	0.59%	34
2023 Q2	$1.57M	Sell	12,836 -820	-6%	-$100K	0.69%	30
2023 Q1	$1.69M	Sell	13,656 -818	-6%	-$103K	0.82%	27
2022 Q4	$1.81M	Sell	14,474 -365	-2%	-$45.1K	0.96%	22
2022 Q3	$1.66M	Buy	14,839 +209	+1%	+$25.7K	0.87%	29
2022 Q2	$1.74M	Sell	14,630 -14	-0.1%	-$1.75K	0.85%	30
2022 Q1	$1.88M	Sell	14,644 -2,502	-15%	-$316K	0.77%	29
2021 Q4	$2.21M	Sell	17,146 -3,139	-15%	-$391K	0.9%	25
2021 Q3	$2.38M	Sell	20,285 -2,335	-10%	-$286K	1.1%	22
2021 Q2	$2.77M	Sell	22,620 -1,844	-8%	-$228K	1.46%	19
2021 Q1	$2.89M	Sell	24,464 -15,139	-38%	-$1.7M	1.7%	15
2020 Q4	$4.2M	Sell	39,603 -5,410	-12%	-$547K	2.89%	5
2020 Q3	$4.16M	Sell	45,013 -3,953	-8%	-$373K	3.17%	4
2020 Q2	$4.46M	Sell	48,966 -502	-1%	-$44.1K	3.6%	3
2020 Q1	$3.95M	Buy	49,468 +7,329	+17%	+$723K	3.63%	4
2019 Q4	$4.53M	Buy	+42,139	New	+$4.42M	2.91%	5

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

PSI Advisors's SDY Position: Q2 2025 in Review

PSI Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2025, closing a stake of 839 shares — an estimated $114K sold.

PSI Advisors first reported a position in SDY in Q4 2019 and held it in 22 quarters. The position peaked at $4.53M in Q4 2019. 1,179 funds tracked by Wall St. Rank hold SDY as of Q2 2025.

PSI Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 839 State Street SPDR S&P Dividend ETF shares in Q2 2025, an estimated $114K.
PSI Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and held it in 22 quarters.
PSI Advisors's State Street SPDR S&P Dividend ETF position peaked at $4.53M in Q4 2019.
1,179 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.