SWMG LLC’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

SWMG 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	-1,956	Closed	-$272K	–	123
2025 Q2	$272K	Buy	+1,956	New	+$259K	0.09%	103

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

SWMG LLC's SDY Position: Q3 2025 in Review

SWMG LLC sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2025, closing a stake of 1,956 shares — an estimated $272K sold.

SWMG LLC first reported a position in SDY in Q2 2025 and held it in 1 quarter. The position peaked at $272K in Q2 2025. 1,172 funds tracked by Wall St. Rank hold SDY as of Q3 2025.

SWMG LLC reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2025 after selling out during the quarter.
SWMG LLC sold 1,956 State Street SPDR S&P Dividend ETF shares in Q3 2025, an estimated $272K.
SWMG LLC first reported a position in State Street SPDR S&P Dividend ETF in Q2 2025 and held it in 1 quarter.
SWMG LLC's State Street SPDR S&P Dividend ETF position peaked at $272K in Q2 2025.
1,172 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2025.

Based on SWMG LLC's 13F filing for Q3 2025, filed 24 Oct 2025.