Wescott Financial Advisory Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Wescott Financial Advisory Group’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 Q2	–	Sell	-1,661	Closed	-$225K	–	180
2025 Q1	$225K	Sell	1,661 -16	-1%	-$2.15K	0.02%	158
2024 Q4	$222K	Sell	1,677 -5,698	-77%	-$796K	0.02%	162
2024 Q3	$1.05M	Buy	7,375 +34	+0.5%	+$4.6K	0.11%	80
2024 Q2	$934K	Hold	7,341	–	–	0.11%	84
2024 Q1	$963K	Sell	7,341 -600	-8%	-$75.3K	0.12%	74
2023 Q4	$992K	Sell	7,941 -600	-7%	-$70.4K	0.14%	73
2023 Q3	$982K	Sell	8,541 -561	-6%	-$68.5K	0.18%	69
2023 Q2	$1.12M	Buy	9,102 +390	+4%	+$47.6K	0.2%	65
2023 Q1	$1.08M	Sell	8,712 -1,524	-15%	-$192K	0.23%	59
2022 Q4	$1.28M	Buy	10,236 +65	+0.6%	+$8.03K	0.28%	53
2022 Q3	$1.13M	Sell	10,171 -398	-4%	-$49K	0.32%	45
2022 Q2	$1.25M	Sell	10,569 -2,218	-17%	-$277K	0.34%	45
2022 Q1	$1.64M	Buy	+12,787	New	+$1.62M	0.42%	40

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

Wescott Financial Advisory Group's SDY Position: Q2 2025 in Review

Wescott Financial Advisory Group sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2025, closing a stake of 1,661 shares — an estimated $225K sold.

Wescott Financial Advisory Group first reported a position in SDY in Q1 2022 and held it in 13 quarters. The position peaked at $1.64M in Q1 2022. 1,179 funds tracked by Wall St. Rank hold SDY as of Q2 2025.

Wescott Financial Advisory Group reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2025 after selling out during the quarter.
Wescott Financial Advisory Group sold 1,661 State Street SPDR S&P Dividend ETF shares in Q2 2025, an estimated $225K.
Wescott Financial Advisory Group first reported a position in State Street SPDR S&P Dividend ETF in Q1 2022 and held it in 13 quarters.
Wescott Financial Advisory Group's State Street SPDR S&P Dividend ETF position peaked at $1.64M in Q1 2022.
1,179 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2025.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2025, filed 11 Aug 2025.