Twin Peaks Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-9
Closed -$1.26K 1749
2025
Q2
$1.26K Buy
+9
New +$1.19K ﹤0.01% 1729

Other funds holding SDY

Twin Peaks Wealth Advisors's SDY Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2025, closing a stake of 9 shares — an estimated $1.26K sold.

Twin Peaks Wealth Advisors first reported a position in SDY in Q2 2025 and held it in 1 quarter. The position peaked at $1.26K in Q2 2025. 1,172 funds tracked by Wall St. Rank hold SDY as of Q3 2025.

  • Twin Peaks Wealth Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2025 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 9 State Street SPDR S&P Dividend ETF shares in Q3 2025, an estimated $1.26K.
  • Twin Peaks Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q2 2025 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $1.26K in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.