Y.D. More Investments’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Y.D. More Investments’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	-42	Closed	-$5.7K	–	470
2025 Q1	$5.7K	Hold	42	–	–	﹤0.01%	405
2024 Q4	$5.55K	Hold	42	–	–	﹤0.01%	393
2024 Q3	$5.97K	Hold	42	–	–	﹤0.01%	377
2024 Q2	$5.34K	Buy	+42	New	+$5.41K	﹤0.01%	387

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

Y.D. More Investments's SDY Position: Q2 2025 in Review

Y.D. More Investments sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2025, closing a stake of 42 shares — an estimated $5.7K sold.

Y.D. More Investments first reported a position in SDY in Q2 2024 and held it in 4 quarters. The position peaked at $5.97K in Q3 2024. 1,179 funds tracked by Wall St. Rank hold SDY as of Q2 2025.

Y.D. More Investments reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2025 after selling out during the quarter.
Y.D. More Investments sold 42 State Street SPDR S&P Dividend ETF shares in Q2 2025, an estimated $5.7K.
Y.D. More Investments first reported a position in State Street SPDR S&P Dividend ETF in Q2 2024 and held it in 4 quarters.
Y.D. More Investments's State Street SPDR S&P Dividend ETF position peaked at $5.97K 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 Y.D. More Investments's 13F filing for Q2 2025, filed 11 Aug 2025.