Tradewinds Capital Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Tradewinds Capital 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 Q4	–	Sell	-441	Closed	-$61.8K	–	730
2025 Q3	$61.8K	Hold	441	–	–	0.01%	185
2025 Q2	$59.9K	Hold	441	–	–	0.02%	179
2025 Q1	$59.8K	Hold	441	–	–	0.02%	180
2024 Q4	$58.3K	Hold	441	–	–	0.02%	194
2024 Q3	$62.6K	Hold	441	–	–	0.02%	165
2024 Q2	$56.1K	Buy	+441	New	+$56.8K	0.02%	167
2024 Q1	–	Sell	-170	Closed	-$21.2K	–	576
2023 Q4	$21.2K	Buy	+170	New	+$20K	0.01%	189
2022 Q2	–	Sell	-558	Closed	-$71K	–	726
2022 Q1	$71K	Hold	558	–	–	0.01%	202
2021 Q4	$72K	Hold	558	–	–	0.01%	213
2021 Q3	$66K	Hold	558	–	–	0.01%	201
2021 Q2	$68K	Hold	558	–	–	0.01%	197
2021 Q1	$66K	Hold	558	–	–	0.01%	195
2020 Q4	$59K	Hold	558	–	–	0.01%	199
2020 Q3	$52K	Hold	558	–	–	0.01%	186
2020 Q2	$51K	Hold	558	–	–	0.01%	190
2020 Q1	$45K	Sell	558 -2,075	-79%	-$205K	0.01%	188
2019 Q4	$283K	Hold	2,633	–	–	0.09%	79
2019 Q3	$270K	Hold	2,633	–	–	0.11%	67
2019 Q2	$266K	Hold	2,633	–	–	0.11%	72
2019 Q1	$262K	Hold	2,633	–	–	0.1%	86
2018 Q4	$236K	Hold	2,633	–	–	0.12%	84
2018 Q3	$258K	Hold	2,633	–	–	0.1%	85
2018 Q2	$244K	Hold	2,633	–	–	0.1%	90
2018 Q1	$240K	Hold	2,633	–	–	0.11%	89
2017 Q4	$249K	Hold	2,633	–	–	0.12%	89
2017 Q3	$240K	Hold	2,633	–	–	0.12%	91
2017 Q2	$234K	Buy	2,633 +400	+18%	+$35.4K	0.12%	89
2017 Q1	$197K	Hold	2,233	–	–	0.12%	95
2016 Q4	$191K	Hold	2,233	–	–	0.13%	98
2016 Q3	$188K	Buy	2,233 +1,675	+300%	+$143K	0.13%	91
2016 Q2	$47K	Hold	558	–	–	0.03%	205
2016 Q1	$45K	Hold	558	–	–	0.03%	232
2015 Q4	$41K	Hold	558	–	–	0.03%	232
2015 Q3	$40K	Sell	558 -707	-56%	-$53.2K	0.03%	225
2015 Q2	$96K	Buy	1,265 +707	+127%	+$55.4K	0.07%	157
2015 Q1	$44K	Hold	558	–	–	0.03%	222
2014 Q4	$44K	Hold	558	–	–	0.03%	223
2014 Q3	$42K	Hold	558	–	–	0.03%	221
2014 Q2	$43K	Hold	558	–	–	0.03%	226
2014 Q1	$41K	Hold	558	–	–	0.03%	240
2013 Q4	$41K	Buy	+558	New	+$40.1K	0.03%	235

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tradewinds Capital Management's SDY Position: Q4 2025 in Review

Tradewinds Capital Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2025, closing a stake of 441 shares — an estimated $61.8K sold.

Tradewinds Capital Management first reported a position in SDY in Q4 2013 and held it in 41 quarters. The position peaked at $283K in Q4 2019. 1,236 funds tracked by Wall St. Rank hold SDY as of Q4 2025.

Tradewinds Capital Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2025 after selling out during the quarter.
Tradewinds Capital Management sold 441 State Street SPDR S&P Dividend ETF shares in Q4 2025, an estimated $61.8K.
Tradewinds Capital Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2013 and held it in 41 quarters.
Tradewinds Capital Management's State Street SPDR S&P Dividend ETF position peaked at $283K in Q4 2019.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2025.

Based on Tradewinds Capital Management's 13F filing for Q4 2025, filed 14 Jan 2026.