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

Riverstone 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 Q4	–	Sell	-1,680	Closed	-$235K	–	65
2025 Q3	$235K	Hold	1,680	–	–	0.12%	56
2025 Q2	$228K	Hold	1,680	–	–	0.12%	57
2025 Q1	$228K	Hold	1,680	–	–	0.14%	50
2024 Q4	$222K	Hold	1,680	–	–	0.13%	49
2024 Q3	$239K	Hold	1,680	–	–	0.14%	43
2024 Q2	$214K	Hold	1,680	–	–	0.13%	43
2024 Q1	$220K	Hold	1,680	–	–	0.13%	45
2023 Q4	$210K	Sell	1,680 -125	-7%	-$14.7K	0.14%	45
2023 Q3	$208K	Hold	1,805	–	–	0.14%	38
2023 Q2	$221K	Hold	1,805	–	–	0.13%	45
2023 Q1	$223K	Hold	1,805	–	–	0.14%	45
2022 Q4	$226K	Hold	1,805	–	–	0.16%	40
2022 Q3	$201K	Hold	1,805	–	–	0.13%	44
2022 Q2	$214K	Buy	+1,805	New	+$225K	0.13%	45

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

Riverstone Advisors's SDY Position: Q4 2025 in Review

Riverstone Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2025, closing a stake of 1,680 shares — an estimated $235K sold.

Riverstone Advisors first reported a position in SDY in Q2 2022 and held it in 14 quarters. The position peaked at $239K in Q3 2024. 1,234 funds tracked by Wall St. Rank hold SDY as of Q4 2025.

Riverstone Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2025 after selling out during the quarter.
Riverstone Advisors sold 1,680 State Street SPDR S&P Dividend ETF shares in Q4 2025, an estimated $235K.
Riverstone Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q2 2022 and held it in 14 quarters.
Riverstone Advisors's State Street SPDR S&P Dividend ETF position peaked at $239K in Q3 2024.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2025.

Based on Riverstone Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.