AE Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $749K | Buy |
4,922
+87
| +2% | +$13K | ﹤0.01% | 1033 |
|
|
2026
Q1 | $706K | Sell |
4,835
-107
| -2% | -$15.9K | ﹤0.01% | 955 |
|
|
2025
Q4 | $688K | Buy |
4,942
+668
| +16% | +$92.9K | ﹤0.01% | 928 |
|
|
2025
Q3 | $599K | Sell |
4,274
-130
| -3% | -$18.1K | ﹤0.01% | 902 |
|
|
2025
Q2 | $598K | Buy |
4,404
+4
| +0.1% | +$530 | ﹤0.01% | 865 |
|
|
2025
Q1 | $597K | Sell |
4,400
-178
| -4% | -$23.9K | 0.01% | 865 |
|
|
2024
Q4 | $605K | Buy |
4,578
+156
| +4% | +$21.8K | 0.01% | 849 |
|
|
2024
Q3 | $628K | Sell |
4,422
-299
| -6% | -$40.4K | 0.01% | 821 |
|
|
2024
Q2 | $600K | Buy |
4,721
+1,612
| +52% | +$208K | 0.01% | 833 |
|
|
2024
Q1 | $408K | Sell |
3,109
-42,401
| -93% | -$5.32M | ﹤0.01% | 875 |
|
|
2023
Q4 | $5.64M | Buy |
45,510
+2,590
| +6% | +$304K | 0.03% | 557 |
|
|
2023
Q3 | $4.94M | Buy |
42,920
+237
| +0.6% | +$28.9K | 0.03% | 546 |
|
|
2023
Q2 | $5.23M | Sell |
42,683
-46
| -0.1% | -$5.62K | 0.03% | 524 |
|
|
2023
Q1 | $5.29M | Sell |
42,729
-1,408
| -3% | -$177K | 0.03% | 493 |
|
|
2022
Q4 | $5.52M | Sell |
44,137
-990
| -2% | -$122K | 0.04% | 455 |
|
|
2022
Q3 | $5.03M | Buy |
45,127
+24,169
| +115% | +$2.98M | 0.04% | 432 |
|
|
2022
Q2 | $2.49M | Sell |
20,958
-167
| -0.8% | -$20.8K | 0.02% | 595 |
|
|
2022
Q1 | $2.71M | Buy |
21,125
+11,760
| +126% | +$1.49M | 0.02% | 620 |
|
|
2021
Q4 | $1.21M | Buy |
9,365
+1,470
| +19% | +$183K | 0.01% | 862 |
|
|
2021
Q3 | $928K | Sell |
7,895
-10,713
| -58% | -$1.31M | 0.01% | 887 |
|
|
2021
Q2 | $2.27M | Buy |
18,608
+3,258
| +21% | +$403K | 0.02% | 598 |
|
|
2021
Q1 | $1.81M | Sell |
15,350
-774
| -5% | -$86.8K | 0.02% | 594 |
|
|
2020
Q4 | $1.71M | Buy |
16,124
+11,412
| +242% | +$1.15M | 0.02% | 547 |
|
|
2020
Q3 | $435K | Sell |
4,712
-2,410
| -34% | -$227K | 0.01% | 922 |
|
|
2020
Q2 | $650K | Sell |
7,122
-1,434
| -17% | -$126K | 0.01% | 764 |
|
|
2020
Q1 | $683K | Sell |
8,556
-1,839
| -18% | -$181K | 0.02% | 587 |
|
|
2019
Q4 | $1.12M | Buy |
10,395
+763
| +8% | +$80.1K | 0.02% | 510 |
|
|
2019
Q3 | $988K | Buy |
9,632
+402
| +4% | +$40.5K | 0.03% | 448 |
|
|
2019
Q2 | $931K | Buy |
9,230
+4,179
| +83% | +$418K | 0.03% | 422 |
|
|
2019
Q1 | $502K | Sell |
5,051
-1,746
| -26% | -$168K | 0.03% | 338 |
|
|
2018
Q4 | $609K | Buy |
6,797
+1,141
| +20% | +$108K | 0.1% | 214 |
|
|
2018
Q3 | $554K | Buy |
5,656
+1,565
| +38% | +$152K | 0.03% | 302 |
|
|
2018
Q2 | $379K | Buy |
4,091
+55
| +1% | +$5.06K | 0.03% | 294 |
|
|
2018
Q1 | $368K | Buy |
4,036
+1,167
| +41% | +$109K | 0.03% | 290 |
|
|
2017
Q4 | $271K | Buy |
+2,869
| New | +$269K | 0.02% | 341 |
|
Other funds holding SDY
JIC
AE Wealth Management's SDY Position: Q2 2026 in Review
AE Wealth Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 1.8% in Q2 2026, buying an estimated $13K and bringing the position to 4,922 shares worth $749K. The position accounts for ﹤0.01% of the portfolio, ranked #1033.
AE Wealth Management first reported a position in SDY in Q4 2017 and has held it in 35 quarters since. The position peaked at $5.64M in Q4 2023. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.
- AE Wealth Management held 4,922 shares of State Street SPDR S&P Dividend ETF worth $749K as of Q2 2026.
- AE Wealth Management bought 87 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $13K.
- State Street SPDR S&P Dividend ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1033 holding.
- AE Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and has held it in 35 quarters since.
- AE Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $5.64M in Q4 2023.
- 1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.
Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.