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

Schechter 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	$1.68M	Hold	12,360	–	–	0.14%	141
2024 Q4	$1.63M	Hold	12,360	–	–	0.13%	158
2024 Q3	$1.76M	Sell	12,360 -1,000	-7%	-$135K	0.13%	154
2024 Q2	$1.7M	Sell	13,360 -82	-0.6%	-$10.6K	0.13%	152
2024 Q1	$1.76M	Buy	+13,442	New	+$1.69M	0.13%	148

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Schechter Investment Advisors's SDY Position: Q1 2025 in Review

Schechter Investment Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2025 at 12,360 shares worth $1.68M. The position accounts for 0.14% of the portfolio, ranked #141.

Schechter Investment Advisors first reported a position in SDY in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.76M in Q1 2024. 1,173 funds tracked by Wall St. Rank hold SDY as of Q1 2025.

Schechter Investment Advisors held 12,360 shares of State Street SPDR S&P Dividend ETF worth $1.68M as of Q1 2025.
Schechter Investment Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2025.
State Street SPDR S&P Dividend ETF made up 0.14% of Schechter Investment Advisors's portfolio in Q1 2025, its #141 holding.
Schechter Investment Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q1 2024 and has held it in 5 quarters since.
Schechter Investment Advisors's State Street SPDR S&P Dividend ETF position peaked at $1.76M in Q1 2024.
1,173 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.