SXL
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Summit X LLC’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Summit X LLC’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 		– Sell
-1,932
Closed -$262K – 192
2025
Q2 		$262K Hold
1,932
– – 0.05% 210
2025
Q1 		$262K Buy
1,932
+77
+4% +$10.4K 0.06% 190
2024
Q4 		$245K Buy
1,855
+183
+11% +$25.6K 0.05% 190
2024
Q3 		$213K Sell
1,672
-1,158
-41% -$157K 0.05% 198
2024
Q2 		$363K Buy
2,830
+1,158
+69% +$149K 0.08% 151
2024
Q1 		$219K Sell
1,672
-58
-3% -$7.28K 0.06% 190
2023
Q4 		$216K Sell
1,730
-69
-4% -$8.1K 0.06% 176
2023
Q3 		$207K Sell
1,799
-331
-16% -$40.4K 0.07% 172
2023
Q2 		$261K Sell
2,130
-293
-12% -$35.8K 0.06% 233
2023
Q1 		$300K Sell
2,423
-47
-2% -$5.91K 0.08% 208
2022
Q4 		$304K Buy
2,470
+235
+11% +$29K 0.09% 207
2022
Q3 		$261K Sell
2,235
-235
-10% -$28.9K 0.08% 216
2022
Q2 		$294K Buy
+2,470
New +$308K 0.09% 212
2019
Q1 		– Sell
-15,144
Closed -$1.13M – 253
2018
Q4 		$1.13M Buy
+15,144
New +$1.43M 0.65% 38

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Summit X LLC's SDY Position: Q3 2025 in Review

Summit X LLC sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2025, closing a stake of 1,932 shares — an estimated $262K sold.

Summit X LLC first reported a position in SDY in Q4 2018 and held it in 14 quarters. The position peaked at $1.13M in Q4 2018. 1,174 funds tracked by Wall St. Rank hold SDY as of Q3 2025.

  • Summit X LLC reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 1,932 State Street SPDR S&P Dividend ETF shares in Q3 2025, an estimated $262K.
  • Summit X LLC first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and held it in 14 quarters.
  • Summit X LLC's State Street SPDR S&P Dividend ETF position peaked at $1.13M in Q4 2018.
  • 1,174 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.