Stonegate Investment Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Stonegate Investment 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 Q3	$1.67M	Hold	11,903	–	–	0.04%	142
2025 Q2	$1.62M	Hold	11,903	–	–	0.04%	147
2025 Q1	$1.61M	Hold	11,903	–	–	0.04%	129
2024 Q4	$1.57M	Sell	11,903 -20	-0.2%	-$2.79K	0.04%	129
2024 Q3	$1.69M	Sell	11,923 -60	-0.5%	-$8.11K	0.04%	133
2024 Q2	$1.52M	Sell	11,983 -17,538	-59%	-$2.26M	0.04%	136
2024 Q1	$3.87M	Buy	29,521 +386	+1%	+$48.4K	0.12%	82
2023 Q4	$3.64M	Sell	29,135 -2,441	-8%	-$287K	0.12%	75
2023 Q3	$3.63M	Sell	31,576 -172	-0.5%	-$21K	0.13%	77
2023 Q2	$3.89M	Buy	31,748 +1,535	+5%	+$187K	0.14%	77
2023 Q1	$3.74M	Buy	30,213 +15,703	+108%	+$1.98M	0.14%	77
2022 Q4	$1.82M	Buy	14,510 +50	+0.3%	+$6.18K	0.08%	102
2022 Q3	$1.61M	Sell	14,460 -1,354	-9%	-$167K	0.07%	114
2022 Q2	$1.88M	Buy	15,814 +7,187	+83%	+$896K	0.08%	111
2022 Q1	$1.1M	Buy	8,627 +365	+4%	+$46.1K	0.04%	125
2021 Q4	$1.07M	Buy	+8,262	New	+$1.03M	0.04%	125

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

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

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

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

Stonegate Investment Group's SDY Position: Q3 2025 in Review

Stonegate Investment Group held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q3 2025 at 11,903 shares worth $1.67M. The position accounts for 0.04% of the portfolio, ranked #142.

Stonegate Investment Group first reported a position in SDY in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.89M in Q2 2023. 1,172 funds tracked by Wall St. Rank hold SDY as of Q3 2025.

Stonegate Investment Group held 11,903 shares of State Street SPDR S&P Dividend ETF worth $1.67M as of Q3 2025.
Stonegate Investment Group left its State Street SPDR S&P Dividend ETF share count unchanged in Q3 2025.
State Street SPDR S&P Dividend ETF made up 0.04% of Stonegate Investment Group's portfolio in Q3 2025, its #142 holding.
Stonegate Investment Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 16 quarters since.
Stonegate Investment Group's State Street SPDR S&P Dividend ETF position peaked at $3.89M in Q2 2023.
1,172 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.