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Roehl & Yi Investment Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Roehl & Yi Investment 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
Q1 		– Sell
-5,581
Closed -$737K – 168
2024
Q4 		$737K Buy
+5,581
New +$779K 0.41% 55

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

Roehl & Yi Investment Advisors's SDY Position: Q1 2025 in Review

Roehl & Yi Investment Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2025, closing a stake of 5,581 shares — an estimated $737K sold.

Roehl & Yi Investment Advisors first reported a position in SDY in Q4 2024 and held it in 1 quarter. The position peaked at $737K in Q4 2024. 1,173 funds tracked by Wall St. Rank hold SDY as of Q1 2025.

  • Roehl & Yi Investment Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2025 after selling out during the quarter.
  • Roehl & Yi Investment Advisors sold 5,581 State Street SPDR S&P Dividend ETF shares in Q1 2025, an estimated $737K.
  • Roehl & Yi Investment Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and held it in 1 quarter.
  • Roehl & Yi Investment Advisors's State Street SPDR S&P Dividend ETF position peaked at $737K in Q4 2024.
  • 1,173 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2025.

Based on Roehl & Yi Investment Advisors's 13F filing for Q1 2025, filed 29 May 2026.