Ransom Advisory’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$705K Buy
+5,065
New +$705K 0.28% 69
2025
Q1
Sell
-4,170
Closed -$551K 398
2024
Q4
$551K Sell
4,170
-200
-5% -$27.9K 0.25% 74
2024
Q3
$621K Hold
4,370
0.29% 68
2024
Q2
$556K Sell
4,370
-25
-0.6% -$3.22K 0.28% 70
2024
Q1
$577K Buy
+4,395
New +$551K 0.31% 71

Other funds holding SDY

Ransom Advisory's SDY Position: Q4 2025 in Review

Ransom Advisory opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q4 2025: 5,065 shares worth $705K. The stake represents 0.28% of the portfolio and ranks #69 among its holdings. This is a return to the name: Ransom Advisory previously reported a position in SDY as recently as Q4 2024.

Ransom Advisory first reported a position in SDY in Q1 2024 and has held it in 5 quarters since. 1,236 funds tracked by Wall St. Rank hold SDY as of Q4 2025.

  • Ransom Advisory held 5,065 shares of State Street SPDR S&P Dividend ETF worth $705K as of Q4 2025.
  • State Street SPDR S&P Dividend ETF was a new Ransom Advisory position in Q4 2025.
  • State Street SPDR S&P Dividend ETF made up 0.28% of Ransom Advisory's portfolio in Q4 2025, its #69 holding.
  • Ransom Advisory first reported a position in State Street SPDR S&P Dividend ETF in Q1 2024 and has held it in 5 quarters since.
  • 1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.