Tradition Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Tradition Wealth 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	-1,541	Closed	-$204K	–	454
2024 Q4	$204K	Buy	1,541 +4	+0.3%	+$559	0.02%	396
2024 Q3	$218K	Buy	+1,537	New	+$208K	0.02%	380
2024 Q1	–	Sell	-995	Closed	-$124K	–	1036
2023 Q4	$124K	Buy	995 +294	+42%	+$34.5K	0.01%	413
2023 Q3	$81K	Hold	701	–	–	0.01%	490
2023 Q2	$86K	Hold	701	–	–	0.01%	489
2023 Q1	$87K	Hold	701	–	–	0.01%	482
2022 Q4	$88K	Hold	701	–	–	0.01%	406
2022 Q3	$78K	Hold	701	–	–	0.01%	408
2022 Q2	$83K	Hold	701	–	–	0.01%	382
2022 Q1	$90K	Hold	701	–	–	0.01%	414
2021 Q4	$91K	Hold	701	–	–	0.01%	422
2021 Q3	$82K	Hold	701	–	–	0.01%	402
2021 Q2	$86K	Sell	701 -967	-58%	-$120K	0.01%	415
2021 Q1	$197K	Hold	1,668	–	–	0.03%	253
2020 Q4	$177K	Buy	+1,668	New	+$169K	0.03%	244

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

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

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

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

Tradition Wealth Management's SDY Position: Q1 2025 in Review

Tradition Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2025, closing a stake of 1,541 shares — an estimated $204K sold.

Tradition Wealth Management first reported a position in SDY in Q4 2020 and held it in 15 quarters. The position peaked at $218K in Q3 2024. 1,173 funds tracked by Wall St. Rank hold SDY as of Q1 2025.

Tradition Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2025 after selling out during the quarter.
Tradition Wealth Management sold 1,541 State Street SPDR S&P Dividend ETF shares in Q1 2025, an estimated $204K.
Tradition Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and held it in 15 quarters.
Tradition Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $218K in Q3 2024.
1,173 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2025.

Based on Tradition Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.