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

Wealthstream 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 Q3	$324K	Hold	2,310	–	–	0.05%	119
2025 Q2	$314K	Hold	2,310	–	–	0.05%	119
2025 Q1	$313K	Hold	2,310	–	–	0.06%	109
2024 Q4	$305K	Hold	2,310	–	–	0.06%	112
2024 Q3	$328K	Hold	2,310	–	–	0.06%	99
2024 Q2	$294K	Hold	2,310	–	–	0.11%	95
2024 Q1	$303K	Hold	2,310	–	–	0.12%	97
2023 Q4	$289K	Hold	2,310	–	–	0.12%	107
2023 Q3	$266K	Hold	2,310	–	–	0.14%	84
2023 Q2	$283K	Hold	2,310	–	–	0.15%	74
2023 Q1	$286K	Hold	2,310	–	–	0.17%	60
2022 Q4	$289K	Buy	+2,310	New	+$285K	0.19%	55

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

Wealthstream Advisors's SDY Position: Q3 2025 in Review

Wealthstream Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q3 2025 at 2,310 shares worth $324K. The position accounts for 0.05% of the portfolio, ranked #119.

Wealthstream Advisors first reported a position in SDY in Q4 2022 and has held it in 12 quarters since. The position peaked at $328K in Q3 2024. 1,172 funds tracked by Wall St. Rank hold SDY as of Q3 2025.

Wealthstream Advisors held 2,310 shares of State Street SPDR S&P Dividend ETF worth $324K as of Q3 2025.
Wealthstream Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q3 2025.
State Street SPDR S&P Dividend ETF made up 0.05% of Wealthstream Advisors's portfolio in Q3 2025, its #119 holding.
Wealthstream Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 12 quarters since.
Wealthstream Advisors's State Street SPDR S&P Dividend ETF position peaked at $328K in Q3 2024.
1,172 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.