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Richards, Merrill & Peterson’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Richards, Merrill & Peterson’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
-765
Closed -$104K – 420
2025
Q1 		$104K Buy
765
+267
+54% +$35.9K 0.05% 187
2024
Q4 		$65.8K Buy
+498
New +$69.5K 0.03% 218

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Richards, Merrill & Peterson's SDY Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2025, closing a stake of 765 shares — an estimated $104K sold.

Richards, Merrill & Peterson first reported a position in SDY in Q4 2024 and held it in 2 quarters. The position peaked at $104K in Q1 2025. 1,179 funds tracked by Wall St. Rank hold SDY as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 765 State Street SPDR S&P Dividend ETF shares in Q2 2025, an estimated $104K.
  • Richards, Merrill & Peterson first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's State Street SPDR S&P Dividend ETF position peaked at $104K in Q1 2025.
  • 1,179 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.