SMI Advisory Services’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-73,225
Closed -$9.51M 58
2024
Q4
$9.51M Buy
73,225
+24,455
+50% +$3.42M 2.19% 12
2024
Q3
$6.87M Sell
48,770
-20,530
-30% -$2.78M 1.52% 19
2024
Q2
$8.75M Buy
69,300
+47,773
+222% +$6.15M 2.16% 14
2024
Q1
$2.8M Buy
+21,527
New +$2.7M 0.78% 40

Other funds holding SDY

SMI Advisory Services's SDY Position: Q1 2025 in Review

SMI Advisory Services sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2025, closing a stake of 73,225 shares — an estimated $9.51M sold.

SMI Advisory Services first reported a position in SDY in Q1 2024 and held it in 4 quarters. The position peaked at $9.51M in Q4 2024. 1,173 funds tracked by Wall St. Rank hold SDY as of Q1 2025.

  • SMI Advisory Services reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2025 after selling out during the quarter.
  • SMI Advisory Services sold 73,225 State Street SPDR S&P Dividend ETF shares in Q1 2025, an estimated $9.51M.
  • SMI Advisory Services first reported a position in State Street SPDR S&P Dividend ETF in Q1 2024 and held it in 4 quarters.
  • SMI Advisory Services's State Street SPDR S&P Dividend ETF position peaked at $9.51M 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 SMI Advisory Services's 13F filing for Q1 2025, filed 10 Apr 2025.