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Smart Money Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Smart Money Group’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
-12,547
Closed -$1.66M – 93
2024
Q4 		$1.66M Buy
12,547
+86
+0.7% +$12K 0.57% 38
2024
Q3 		$1.72M Sell
12,461
-404
-3% -$54.6K 0.61% 37
2024
Q2 		$1.73M Sell
12,865
-756
-6% -$97.4K 0.62% 33
2024
Q1 		$1.73M Sell
13,621
-1,054
-7% -$132K 0.67% 34
2023
Q4 		$1.83M Sell
14,675
-776
-5% -$91.1K 0.8% 30
2023
Q3 		$1.78M Sell
15,451
-103,547
-87% -$12.6M 0.84% 31
2023
Q2 		$14.6M Sell
118,998
-28,701
-19% -$3.51M 6.96% 4
2023
Q1 		$18.5M Buy
147,699
+12,464
+9% +$1.57M 9.26% 1
2022
Q4 		$16.9M Buy
135,235
+15,388
+13% +$1.9M 8.83% 3
2022
Q3 		$13.4M Buy
119,847
+11,393
+11% +$1.4M 9.11% 4
2022
Q2 		$12.9M Buy
108,454
+11,653
+12% +$1.45M 8.93% 4
2022
Q1 		$12.4M Buy
96,801
+59,430
+159% +$7.51M 8.33% 3
2021
Q4 		$4.83M Buy
37,371
+18,824
+101% +$2.34M 3.08% 11
2021
Q3 		$2.18M Sell
18,547
-29,269
-61% -$3.58M 1.59% 19
2021
Q2 		$4.36M Buy
47,816
+29,556
+162% +$3.65M 5% 8
2021
Q1 		$2.15M Sell
18,260
-1,262
-6% -$141K 1.8% 16
2020
Q4 		$2.07M Sell
19,522
-869
-4% -$87.9K 1.74% 18
2020
Q3 		$1.88M Sell
20,391
-27,558
-57% -$2.6M 0.81% 46
2020
Q2 		$4.37M Sell
47,949
-1,570
-3% -$138K 2.59% 14
2020
Q1 		$3.95M Buy
49,519
+34,103
+221% +$3.36M 2.78% 9
2019
Q4 		$1.66M Sell
15,416
-113
-0.7% -$11.9K 0.97% 30
2019
Q3 		$1.59M Buy
15,529
+61
+0.4% +$6.15K 1.28% 23
2019
Q2 		$1.56M Buy
15,468
+33
+0.2% +$3.3K 1.29% 22
2019
Q1 		$1.53M Buy
15,435
+417
+3% +$40.1K 1.34% 20
2018
Q4 		$1.34M Buy
15,018
+8
+0.1% +$754 1.39% 25
2018
Q3 		$1.47M Sell
15,010
-13
-0.1% -$1.26K 1.33% 24
2018
Q2 		$1.39M Sell
15,023
-790
-5% -$72.7K 1.25% 26
2018
Q1 		$1.44M Sell
15,813
-975
-6% -$91.1K 1.47% 24
2017
Q4 		$1.59M Buy
+16,788
New +$1.57M 2.47% 14

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

Smart Money Group's SDY Position: Q1 2025 in Review

Smart Money Group sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2025, closing a stake of 12,547 shares — an estimated $1.66M sold.

Smart Money Group first reported a position in SDY in Q4 2017 and held it in 29 quarters. The position peaked at $18.5M in Q1 2023. 1,173 funds tracked by Wall St. Rank hold SDY as of Q1 2025.

  • Smart Money Group reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2025 after selling out during the quarter.
  • Smart Money Group sold 12,547 State Street SPDR S&P Dividend ETF shares in Q1 2025, an estimated $1.66M.
  • Smart Money Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and held it in 29 quarters.
  • Smart Money Group's State Street SPDR S&P Dividend ETF position peaked at $18.5M in Q1 2023.
  • 1,173 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2025.

Based on Smart Money Group's 13F filing for Q1 2025, filed 28 Apr 2025.