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Synergy Asset Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Synergy Asset Management’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
Q1 		– Sell
-3
Closed -$426 – 710
2024
Q4 		$426 Buy
+3
New +$419 ﹤0.01% 793

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LPL Financial
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JIC
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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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Synergy Asset Management's SDY Position: Q1 2025 in Review

Synergy Asset Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2025, closing a stake of 3 shares — an estimated $426 sold.

Synergy Asset Management first reported a position in SDY in Q4 2024 and held it in 1 quarter. The position peaked at $426 in Q4 2024. 1,173 funds tracked by Wall St. Rank hold SDY as of Q1 2025.

  • Synergy Asset Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 3 State Street SPDR S&P Dividend ETF shares in Q1 2025, an estimated $426.
  • Synergy Asset Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's State Street SPDR S&P Dividend ETF position peaked at $426 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 Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.