Aberdeen Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Aberdeen Wealth 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
2026 Q2	$1.95M	Sell	12,812 -1,612	-11%	-$240K	0.94%	18
2026 Q1	$2.1M	Sell	14,424 -350	-2%	-$52.2K	0.96%	22
2025 Q4	$2.06M	Buy	14,774 +7	+0%	+$974	0.95%	19
2025 Q3	$2.07M	Sell	14,767 -52	-0.4%	-$7.25K	1.3%	20
2025 Q2	$2.01M	Buy	14,819 +3	+0%	+$398	1.34%	18
2025 Q1	$2.01M	Sell	14,816 -73	-0.5%	-$9.82K	1.39%	17
2024 Q4	$1.97M	Buy	14,889 +3	+0%	+$419	1.35%	16
2024 Q3	$2.11M	Sell	14,886 -224	-1%	-$30.3K	1.39%	17
2024 Q2	$1.92M	Buy	15,110 +3	+0%	+$386	1.3%	18
2024 Q1	$1.98M	Buy	15,107 +2	+0%	+$251	1.15%	19
2023 Q4	$1.89M	Sell	15,105 -168	-1%	-$19.7K	1.37%	16
2023 Q3	$1.76M	Buy	15,273 +2	+0%	+$244	1.32%	19
2023 Q2	$1.87M	Buy	15,271 +3	+0%	+$366	1.35%	17
2023 Q1	$1.89M	Sell	15,268 -248	-2%	-$31.2K	1.41%	17
2022 Q4	$1.94M	Sell	15,516 -364	-2%	-$45K	1.46%	14
2022 Q3	$1.77M	Buy	15,880 +2	+0%	+$246	1.56%	13
2022 Q2	$1.89M	Sell	15,878 -153	-1%	-$19.1K	1.5%	14
2022 Q1	$2.05M	Buy	16,031 +2	+0%	+$253	1.4%	16
2021 Q4	$2.07M	Buy	+16,029	New	+$1.99M	1.35%	18
2021 Q2	–	Sell	-16,022	Closed	-$1.89M	–	153
2021 Q1	$1.89M	Sell	16,022 -5,188	-24%	-$582K	1.5%	14
2020 Q4	$2.25M	Sell	21,210 -307	-1%	-$31.1K	1.7%	11
2020 Q3	$1.99M	Buy	+21,517	New	+$2.03M	1.89%	10
2020 Q2	–	Sell	-21,742	Closed	-$1.74M	–	137
2020 Q1	$1.74M	Sell	21,742 -21	-0.1%	-$2.07K	2.11%	8
2019 Q4	$2.34M	Buy	+21,763	New	+$2.28M	1.74%	9

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

Aberdeen Wealth Management's SDY Position: Q2 2026 in Review

Aberdeen Wealth Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 11% in Q2 2026, selling an estimated $240K and leaving 12,812 shares worth $1.95M. The position accounts for 0.94% of the portfolio, ranked #18.

Aberdeen Wealth Management first reported a position in SDY in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.34M in Q4 2019. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Aberdeen Wealth Management held 12,812 shares of State Street SPDR S&P Dividend ETF worth $1.95M as of Q2 2026.
Aberdeen Wealth Management sold 1,612 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $240K.
State Street SPDR S&P Dividend ETF made up 0.94% of Aberdeen Wealth Management's portfolio in Q2 2026, its #18 holding.
Aberdeen Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 24 quarters since.
Aberdeen Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $2.34M in Q4 2019.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Aberdeen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.