WMS Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

WMS Partners’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 Q1	–	Sell	-1,660	Closed	-$219K	–	224
2024 Q4	$219K	Hold	1,660	–	–	0.01%	274
2024 Q3	$236K	Buy	+1,660	New	+$225K	0.01%	258
2020 Q3	–	Sell	-2,893	Closed	-$264K	–	239
2020 Q2	$264K	Hold	2,893	–	–	0.05%	176
2020 Q1	$231K	Sell	2,893 -1,532	-35%	-$151K	0.06%	167
2019 Q4	$476K	Sell	4,425 -1,560	-26%	-$164K	0.11%	124
2019 Q3	$614K	Sell	5,985 -2,111	-26%	-$213K	0.15%	92
2019 Q2	$817K	Buy	8,096 +1,313	+19%	+$131K	0.2%	74
2019 Q1	$674K	Buy	6,783 +2,295	+51%	+$221K	0.17%	80
2018 Q4	$402K	Buy	4,488 +50	+1%	+$4.71K	0.11%	119
2018 Q3	$435K	Sell	4,438 -761	-15%	-$73.8K	0.05%	134
2018 Q2	$482K	Hold	5,199	–	–	0.06%	122
2018 Q1	$474K	Sell	5,199 -550	-10%	-$51.4K	0.06%	119
2017 Q4	$543K	Hold	5,749	–	–	0.06%	120
2017 Q3	$525K	Sell	5,749 -523	-8%	-$46.9K	0.06%	118
2017 Q2	$558K	Hold	6,272	–	–	0.07%	113
2017 Q1	$553K	Sell	6,272 -101	-2%	-$8.83K	0.07%	105
2016 Q4	$545K	Hold	6,373	–	–	0.07%	105
2016 Q3	$538K	Buy	6,373 +350	+6%	+$29.8K	0.07%	109
2016 Q2	$505K	Buy	+6,023	New	+$490K	0.07%	110
2015 Q2	–	Sell	-2,825	Closed	-$221K	–	293
2015 Q1	$221K	Buy	+2,825	New	+$222K	0.03%	244

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

WMS Partners's SDY Position: Q1 2025 in Review

WMS Partners sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2025, closing a stake of 1,660 shares — an estimated $219K sold.

WMS Partners first reported a position in SDY in Q1 2015 and held it in 20 quarters. The position peaked at $817K in Q2 2019. 1,173 funds tracked by Wall St. Rank hold SDY as of Q1 2025.

WMS Partners reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 1,660 State Street SPDR S&P Dividend ETF shares in Q1 2025, an estimated $219K.
WMS Partners first reported a position in State Street SPDR S&P Dividend ETF in Q1 2015 and held it in 20 quarters.
WMS Partners's State Street SPDR S&P Dividend ETF position peaked at $817K in Q2 2019.
1,173 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.