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

Pursue Wealth 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 Q4	–	Sell	-10,146	Closed	-$1.42M	–	115
2025 Q3	$1.42M	Hold	10,146	–	–	0.78%	39
2025 Q2	$1.38M	Hold	10,146	–	–	0.78%	39
2025 Q1	$1.38M	Hold	10,146	–	–	0.84%	37
2024 Q4	$1.34M	Hold	10,146	–	–	0.77%	38
2024 Q3	$1.44M	Buy	10,146 +1,082	+12%	+$146K	0.79%	35
2024 Q2	$1.15M	Hold	9,064	–	–	0.63%	39
2024 Q1	$1.19M	Buy	9,064 +1,338	+17%	+$168K	0.7%	35
2023 Q4	$966K	Buy	7,726 +619	+9%	+$72.7K	0.62%	43
2023 Q3	$817K	Hold	7,107	–	–	0.58%	44
2023 Q2	$871K	Buy	7,107 +1,000	+16%	+$122K	0.55%	46
2023 Q1	$755K	Sell	6,107 -8,700	-59%	-$1.09M	0.52%	51
2022 Q4	$1.85M	Buy	14,807 +1,000	+7%	+$124K	1.43%	25
2022 Q3	$1.54M	Buy	13,807 +2,000	+17%	+$246K	1.11%	29
2022 Q2	$1.4M	Hold	11,807	–	–	0.89%	36
2022 Q1	$1.53M	Hold	11,807	–	–	0.63%	41
2021 Q4	$1.52M	Buy	+11,807	New	+$1.47M	0.59%	46

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

Pursue Wealth Partners's SDY Position: Q4 2025 in Review

Pursue Wealth Partners sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2025, closing a stake of 10,146 shares — an estimated $1.42M sold.

Pursue Wealth Partners first reported a position in SDY in Q4 2021 and held it in 16 quarters. The position peaked at $1.85M in Q4 2022. 1,234 funds tracked by Wall St. Rank hold SDY as of Q4 2025.

Pursue Wealth Partners reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2025 after selling out during the quarter.
Pursue Wealth Partners sold 10,146 State Street SPDR S&P Dividend ETF shares in Q4 2025, an estimated $1.42M.
Pursue Wealth Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and held it in 16 quarters.
Pursue Wealth Partners's State Street SPDR S&P Dividend ETF position peaked at $1.85M in Q4 2022.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2025.

Based on Pursue Wealth Partners's 13F filing for Q4 2025, filed 26 Jan 2026.