AA Financial Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

AA Financial Advisors’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
2026 Q2	$3.45M	Sell	22,685 -22	-0.1%	-$3.28K	0.42%	56
2026 Q1	$3.31M	Sell	22,707 -368	-2%	-$54.8K	0.47%	53
2025 Q4	$3.21M	Sell	23,075 -326	-1%	-$45.4K	0.59%	41
2025 Q3	$3.28M	Sell	23,401 -60	-0.3%	-$8.37K	0.64%	38
2025 Q2	$3.18M	Sell	23,461 -5,879	-20%	-$780K	0.69%	37
2025 Q1	$3.98M	Sell	29,340 -2,272	-7%	-$306K	0.97%	32
2024 Q4	$4.18M	Buy	31,612 +6,913	+28%	+$965K	1.11%	31
2024 Q3	$3.51M	Buy	24,699 +865	+4%	+$117K	1.02%	32
2024 Q2	$3.03M	Buy	23,834 +1,644	+7%	+$212K	1.07%	31
2024 Q1	$2.91M	Sell	22,190 -32,320	-59%	-$4.05M	1.18%	27
2023 Q4	$6.81M	Buy	+54,510	New	+$6.4M	4.53%	5

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AA Financial Advisors's SDY Position: Q2 2026 in Review

AA Financial Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.1% in Q2 2026, selling an estimated $3.28K and leaving 22,685 shares worth $3.45M. The position accounts for 0.42% of the portfolio, ranked #56.

AA Financial Advisors first reported a position in SDY in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.81M in Q4 2023. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

AA Financial Advisors held 22,685 shares of State Street SPDR S&P Dividend ETF worth $3.45M as of Q2 2026.
AA Financial Advisors sold 22 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $3.28K.
State Street SPDR S&P Dividend ETF made up 0.42% of AA Financial Advisors's portfolio in Q2 2026, its #56 holding.
AA Financial Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 11 quarters since.
AA Financial Advisors's State Street SPDR S&P Dividend ETF position peaked at $6.81M in Q4 2023.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.