Wilson & Boucher Capital Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Wilson & Boucher Capital 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 Q2	–	Sell	-2,100	Closed	-$285K	–	111
2025 Q1	$285K	Hold	2,100	–	–	0.21%	95
2024 Q4	$277K	Hold	2,100	–	–	0.2%	99
2024 Q3	$298K	Hold	2,100	–	–	0.21%	97
2024 Q2	$267K	Hold	2,100	–	–	0.2%	98
2024 Q1	$276K	Hold	2,100	–	–	0.22%	96
2023 Q4	$262K	Hold	2,100	–	–	0.22%	93
2023 Q3	$242K	Hold	2,100	–	–	0.23%	89
2023 Q2	$257K	Hold	2,100	–	–	0.23%	91
2023 Q1	$260K	Hold	2,100	–	–	0.25%	85
2022 Q4	$263K	Hold	2,100	–	–	0.27%	81
2022 Q3	$234K	Hold	2,100	–	–	0.27%	81
2022 Q2	$249K	Hold	2,100	–	–	0.27%	84
2022 Q1	$269K	Hold	2,100	–	–	0.24%	88
2021 Q4	$271K	Buy	+2,100	New	+$261K	0.24%	90

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

Wilson & Boucher Capital Management's SDY Position: Q2 2025 in Review

Wilson & Boucher Capital Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2025, closing a stake of 2,100 shares — an estimated $285K sold.

Wilson & Boucher Capital Management first reported a position in SDY in Q4 2021 and held it in 14 quarters. The position peaked at $298K in Q3 2024. 1,179 funds tracked by Wall St. Rank hold SDY as of Q2 2025.

Wilson & Boucher Capital Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2025 after selling out during the quarter.
Wilson & Boucher Capital Management sold 2,100 State Street SPDR S&P Dividend ETF shares in Q2 2025, an estimated $285K.
Wilson & Boucher Capital Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and held it in 14 quarters.
Wilson & Boucher Capital Management's State Street SPDR S&P Dividend ETF position peaked at $298K in Q3 2024.
1,179 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2025.

Based on Wilson & Boucher Capital Management's 13F filing for Q2 2025, filed 7 Jul 2025.