RFA
SDY icon

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

Rollins Financial 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
-1,517
Closed -$206K – 151
2025
Q2 		$206K Buy
1,517
+5
+0.3% +$663 0.03% 137
2025
Q1 		$205K Buy
+1,512
New +$203K 0.04% 123
2024
Q4 		– Sell
-1,502
Closed -$213K – 141
2024
Q3 		$213K Sell
1,502
-86
-5% -$11.6K 0.04% 125
2024
Q2 		$202K Buy
+1,588
New +$205K 0.03% 122

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

Rollins Financial Advisors's SDY Position: Q3 2025 in Review

Rollins Financial Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2025, closing a stake of 1,517 shares — an estimated $206K sold.

Rollins Financial Advisors first reported a position in SDY in Q2 2024 and held it in 4 quarters. The position peaked at $213K in Q3 2024. 1,172 funds tracked by Wall St. Rank hold SDY as of Q3 2025.

  • Rollins Financial Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2025 after selling out during the quarter.
  • Rollins Financial Advisors sold 1,517 State Street SPDR S&P Dividend ETF shares in Q3 2025, an estimated $206K.
  • Rollins Financial Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q2 2024 and held it in 4 quarters.
  • Rollins Financial Advisors's State Street SPDR S&P Dividend ETF position peaked at $213K in Q3 2024.
  • 1,172 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2025.

Based on Rollins Financial Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.