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 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 $1.37T 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aberdeen Wealth Management's SDY Position: Q1 2026 in Review

Aberdeen Wealth Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 2.4% in Q1 2026, selling an estimated $52.2K and leaving 14,424 shares worth $2.1M. The position accounts for 0.96% of the portfolio, ranked #22.

Aberdeen Wealth Management first reported a position in SDY in Q4 2019 and has held it in 23 quarters since. The position peaked at $2.34M in Q4 2019. 1,234 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Aberdeen Wealth Management held 14,424 shares of State Street SPDR S&P Dividend ETF worth $2.1M as of Q1 2026.
Aberdeen Wealth Management sold 350 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $52.2K.
State Street SPDR S&P Dividend ETF made up 0.96% of Aberdeen Wealth Management's portfolio in Q1 2026, its #22 holding.
Aberdeen Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 23 quarters since.
Aberdeen Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $2.34M in Q4 2019.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Aberdeen Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.