Ritter Daniher Financial Advisory’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Ritter Daniher Financial Advisory’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	-39	Closed	-$5.46K	–	629
2025 Q3	$5.46K	Hold	39	–	–	﹤0.01%	388
2025 Q2	$5.29K	Hold	39	–	–	﹤0.01%	285
2025 Q1	$5.29K	Hold	39	–	–	﹤0.01%	268
2024 Q4	$5.15K	Hold	39	–	–	﹤0.01%	261
2024 Q3	$5.54K	Hold	39	–	–	﹤0.01%	260
2024 Q2	$4.96K	Hold	39	–	–	﹤0.01%	262
2024 Q1	$5.12K	Hold	39	–	–	﹤0.01%	251
2023 Q4	$4.87K	Hold	39	–	–	﹤0.01%	269
2023 Q3	$4.49K	Hold	39	–	–	﹤0.01%	272
2023 Q2	$4.78K	Hold	39	–	–	﹤0.01%	256
2023 Q1	$4.83K	Hold	39	–	–	﹤0.01%	235
2022 Q4	$4.88K	Hold	39	–	–	﹤0.01%	226
2022 Q3	$4K	Hold	39	–	–	﹤0.01%	206
2022 Q2	$5K	Hold	39	–	–	﹤0.01%	198
2022 Q1	$5K	Sell	39 -50	-56%	-$6.32K	﹤0.01%	198
2021 Q4	$11K	Hold	89	–	–	0.01%	159
2021 Q3	$10K	Hold	89	–	–	0.01%	162
2021 Q2	$11K	Buy	89 +39	+78%	+$4.82K	0.01%	154
2021 Q1	$6K	Hold	50	–	–	﹤0.01%	162
2020 Q4	$5K	Buy	+50	New	+$5.06K	﹤0.01%	160

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ritter Daniher Financial Advisory's SDY Position: Q4 2025 in Review

Ritter Daniher Financial Advisory sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2025, closing a stake of 39 shares — an estimated $5.46K sold.

Ritter Daniher Financial Advisory first reported a position in SDY in Q4 2020 and held it in 20 quarters. The position peaked at $11K in Q4 2021. 1,236 funds tracked by Wall St. Rank hold SDY as of Q4 2025.

Ritter Daniher Financial Advisory reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2025 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 39 State Street SPDR S&P Dividend ETF shares in Q4 2025, an estimated $5.46K.
Ritter Daniher Financial Advisory first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and held it in 20 quarters.
Ritter Daniher Financial Advisory's State Street SPDR S&P Dividend ETF position peaked at $11K in Q4 2021.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2025.

Based on Ritter Daniher Financial Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.