RF
SDY icon

Robinswood Financial’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Robinswood Financial’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
-10
Closed -$1.42K – 417
2025
Q3 		$1.42K Hold
10
– – ﹤0.01% 350
2025
Q2 		$1.37K Hold
10
– – ﹤0.01% 358
2025
Q1 		$1.36K Hold
10
– – ﹤0.01% 355
2024
Q4 		$1.32K Hold
10
– – ﹤0.01% 306
2024
Q3 		$1.42K Hold
10
– – ﹤0.01% 308
2024
Q2 		$1.27K Buy
+10
New +$1.29K ﹤0.01% 320

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Robinswood Financial's SDY Position: Q4 2025 in Review

Robinswood Financial sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2025, closing a stake of 10 shares — an estimated $1.42K sold.

Robinswood Financial first reported a position in SDY in Q2 2024 and held it in 6 quarters. The position peaked at $1.42K in Q3 2024. 1,234 funds tracked by Wall St. Rank hold SDY as of Q4 2025.

  • Robinswood Financial reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2025 after selling out during the quarter.
  • Robinswood Financial sold 10 State Street SPDR S&P Dividend ETF shares in Q4 2025, an estimated $1.42K.
  • Robinswood Financial first reported a position in State Street SPDR S&P Dividend ETF in Q2 2024 and held it in 6 quarters.
  • Robinswood Financial's State Street SPDR S&P Dividend ETF position peaked at $1.42K 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 Robinswood Financial's 13F filing for Q4 2025, filed 14 Jul 2026.