Trifecta Capital Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Trifecta Capital Advisors’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	-175	Closed	-$23.1K	–	432
2024 Q4	$23.1K	Sell	175 -100	-36%	-$14K	﹤0.01%	182
2024 Q3	$39.1K	Sell	275 -225	-45%	-$30.4K	0.01%	156
2024 Q2	$63.6K	Hold	500	–	–	0.01%	127
2024 Q1	$65.6K	Hold	500	–	–	0.02%	128
2023 Q4	$62.5K	Hold	500	–	–	0.02%	128
2023 Q3	$57.5K	Hold	500	–	–	0.02%	131
2023 Q2	$61.3K	Hold	500	–	–	0.02%	130
2023 Q1	$61.9K	Hold	500	–	–	0.02%	131
2022 Q4	$62.6K	Buy	+500	New	+$61.8K	0.02%	118

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

Trifecta Capital Advisors's SDY Position: Q1 2025 in Review

Trifecta Capital Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2025, closing a stake of 175 shares — an estimated $23.1K sold.

Trifecta Capital Advisors first reported a position in SDY in Q4 2022 and held it in 9 quarters. The position peaked at $65.6K in Q1 2024. 1,173 funds tracked by Wall St. Rank hold SDY as of Q1 2025.

Trifecta Capital Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 175 State Street SPDR S&P Dividend ETF shares in Q1 2025, an estimated $23.1K.
Trifecta Capital Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and held it in 9 quarters.
Trifecta Capital Advisors's State Street SPDR S&P Dividend ETF position peaked at $65.6K in Q1 2024.
1,173 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2025.

Based on Trifecta Capital Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.