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

Rise 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 Q3	–	Sell	-65	Closed	-$8.88K	–	1601
2025 Q2	$8.88K	Buy	+65	New	+$8.62K	﹤0.01%	1044
2023 Q4	–	Sell	-350	Closed	-$40.3K	–	662
2023 Q3	$40.3K	Buy	350 +2	+0.6%	+$244	0.03%	156
2023 Q2	$42.7K	Buy	348 +2	+0.6%	+$244	0.03%	162
2023 Q1	$42.8K	Buy	346 +2	+0.6%	+$252	0.03%	166
2022 Q4	$43K	Buy	344 +3	+0.9%	+$371	0.03%	165
2022 Q3	$38K	Buy	341 +2	+0.6%	+$246	0.03%	179
2022 Q2	$40K	Buy	339 +2	+0.6%	+$249	0.04%	161
2022 Q1	$43K	Buy	337 +2	+0.6%	+$253	0.04%	162
2021 Q4	$43.2K	Buy	+335	New	+$41.7K	0.04%	163

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

Rise Advisors's SDY Position: Q3 2025 in Review

Rise Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2025, closing a stake of 65 shares — an estimated $8.88K sold.

Rise Advisors first reported a position in SDY in Q4 2021 and held it in 9 quarters. The position peaked at $43.2K in Q4 2021. 1,172 funds tracked by Wall St. Rank hold SDY as of Q3 2025.

Rise Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2025 after selling out during the quarter.
Rise Advisors sold 65 State Street SPDR S&P Dividend ETF shares in Q3 2025, an estimated $8.88K.
Rise Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and held it in 9 quarters.
Rise Advisors's State Street SPDR S&P Dividend ETF position peaked at $43.2K in Q4 2021.
1,172 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2025.

Based on Rise Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.