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Stephens Consulting’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Stephens Consulting’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
Q4 		$10.3K Hold
74
– – ﹤0.01% 238
2025
Q3 		$10.4K Buy
+74
New +$10.3K ﹤0.01% 221
2025
Q2 		– Sell
-895
Closed -$121K – 1858
2025
Q1 		$121K Buy
895
+101
+13% +$13.6K 0.03% 127
2024
Q4 		$105K Buy
794
+6
+0.8% +$838 0.03% 140
2024
Q3 		$112K Buy
788
+5
+0.6% +$676 0.03% 131
2024
Q2 		$99.6K Sell
783
-332
-30% -$42.8K 0.03% 131
2024
Q1 		$146K Buy
1,115
+567
+103% +$71.1K 0.04% 99
2023
Q4 		$68.5K Buy
548
+4
+0.7% +$470 0.02% 149
2023
Q3 		$62.5K Sell
544
-4
-0.7% -$488 0.03% 147
2023
Q2 		$67.2K Buy
548
+3
+0.6% +$366 0.03% 137
2023
Q1 		$67.4K Buy
545
+4
+0.7% +$503 0.04% 143
2022
Q4 		$67.7K Sell
541
-131
-19% -$16.2K 0.05% 141
2022
Q3 		$74.9K Buy
672
+4
+0.6% +$493 0.07% 129
2022
Q2 		$79.3K Buy
668
+455
+214% +$56.7K 0.06% 127
2022
Q1 		$27.3K Buy
213
+112
+111% +$14.2K 0.02% 243
2021
Q4 		$13K Buy
+101
New +$12.6K 0.01% 357

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

Stephens Consulting's SDY Position: Q4 2025 in Review

Stephens Consulting held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q4 2025 at 74 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #238.

Stephens Consulting first reported a position in SDY in Q4 2021 and has held it in 16 quarters since. The position peaked at $146K in Q1 2024. 1,234 funds tracked by Wall St. Rank hold SDY as of Q4 2025.

  • Stephens Consulting held 74 shares of State Street SPDR S&P Dividend ETF worth $10.3K as of Q4 2025.
  • Stephens Consulting left its State Street SPDR S&P Dividend ETF share count unchanged in Q4 2025.
  • State Street SPDR S&P Dividend ETF made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #238 holding.
  • Stephens Consulting first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 16 quarters since.
  • Stephens Consulting's State Street SPDR S&P Dividend ETF position peaked at $146K in Q1 2024.
  • 1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.