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

Tucker 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 Q4	$45.2K	Hold	325	–	–	0.01%	315
2025 Q3	$45.5K	Hold	325	–	–	0.01%	188
2025 Q2	$44.1K	Sell	325 -50	-13%	-$6.63K	0.01%	169
2025 Q1	$50.9K	Hold	375	–	–	0.02%	171
2024 Q4	$49.5K	Hold	375	–	–	0.01%	370
2024 Q3	$53.3K	Hold	375	–	–	0.01%	323
2024 Q2	$47.7K	Sell	375 -62	-14%	-$7.99K	0.01%	405
2024 Q1	$57.4K	Sell	437 -83	-16%	-$10.4K	0.01%	401
2023 Q4	$65K	Hold	520	–	–	0.02%	303
2023 Q3	$59.8K	Hold	520	–	–	0.02%	292
2023 Q2	$63.7K	Sell	520 -79	-13%	-$9.65K	0.02%	224
2023 Q1	$74.1K	Sell	599 -28	-4%	-$3.52K	0.02%	180
2022 Q4	$79K	Hold	627	–	–	0.03%	106
2022 Q3	$77.1K	Hold	627	–	–	0.03%	98
2022 Q2	$74.4K	Buy	627 +349	+126%	+$43.5K	0.02%	67
2022 Q1	$35.6K	Sell	278 -8	-3%	-$1.01K	0.01%	110
2021 Q4	$36.8K	Hold	286	–	–	0.01%	116
2021 Q3	$35.2K	Hold	286	–	–	0.01%	106
2021 Q2	$35K	Buy	286 +113	+65%	+$14K	0.02%	92
2021 Q1	$20.4K	Buy	173 +2	+1%	+$224	0.01%	138
2020 Q4	$18.1K	Buy	+171	New	+$17.3K	0.01%	152

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

Tucker Asset Management's SDY Position: Q4 2025 in Review

Tucker Asset Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q4 2025 at 325 shares worth $45.2K. The position accounts for 0.01% of the portfolio, ranked #315.

Tucker Asset Management first reported a position in SDY in Q4 2020 and has held it in 21 quarters since. The position peaked at $79K in Q4 2022. 1,234 funds tracked by Wall St. Rank hold SDY as of Q4 2025.

Tucker Asset Management held 325 shares of State Street SPDR S&P Dividend ETF worth $45.2K as of Q4 2025.
Tucker Asset Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q4 2025.
State Street SPDR S&P Dividend ETF made up 0.01% of Tucker Asset Management's portfolio in Q4 2025, its #315 holding.
Tucker Asset Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and has held it in 21 quarters since.
Tucker Asset Management's State Street SPDR S&P Dividend ETF position peaked at $79K in Q4 2022.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.