WFA Asset Management’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
$45.9K Buy
323
+2
+0.6% +$279 0.02% 105
2025
Q2
$40.9K Buy
321
+2
+0.6% +$265 0.02% 105
2025
Q1
$41.9K Sell
319
-7
-2% -$941 0.02% 110
2024
Q4
$43K Buy
326
+3
+0.9% +$419 0.02% 123
2024
Q3
$45.9K Buy
323
+2
+0.6% +$270 0.02% 106
2024
Q2
$40.9K Buy
321
+2
+0.6% +$258 0.02% 106
2024
Q1
$41.9K Buy
319
+161
+102% +$20.2K 0.02% 111
2023
Q4
$19.8K Buy
158
+1
+0.6% +$117 0.01% 144
2023
Q3
$18.1K Hold
157
0.01% 149
2023
Q2
$19.2K Buy
+157
New +$19.2K 0.01% 152

Other funds holding SDY

WFA Asset Management's SDY Position: Q3 2025 in Review

WFA Asset Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.62% in Q3 2025, buying an estimated $279 and bringing the position to 323 shares worth $45.9K. The position accounts for 0.02% of the portfolio, ranked #105.

WFA Asset Management first reported a position in SDY in Q2 2023 and has held it in 10 quarters since. 1,172 funds tracked by Wall St. Rank hold SDY as of Q3 2025.

  • WFA Asset Management held 323 shares of State Street SPDR S&P Dividend ETF worth $45.9K as of Q3 2025.
  • WFA Asset Management bought 2 State Street SPDR S&P Dividend ETF shares in Q3 2025, an estimated $279.
  • State Street SPDR S&P Dividend ETF made up 0.02% of WFA Asset Management's portfolio in Q3 2025, its #105 holding.
  • WFA Asset Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2023 and has held it in 10 quarters since.
  • 1,172 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.