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

Aire 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	$396K	Hold	2,600	–	–	0.06%	126
2026 Q1	$379K	Hold	2,600	–	–	0.07%	120
2025 Q4	$362K	Hold	2,600	–	–	0.07%	115
2025 Q3	$364K	Hold	2,600	–	–	0.07%	125
2025 Q2	$353K	Hold	2,600	–	–	0.07%	124
2025 Q1	$353K	Sell	2,600 -838	-24%	-$113K	0.07%	116
2024 Q4	$454K	Buy	+3,438	New	+$480K	0.09%	109

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

Aire Advisors's SDY Position: Q2 2026 in Review

Aire Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 2,600 shares worth $396K. The position accounts for 0.06% of the portfolio, ranked #126.

Aire Advisors first reported a position in SDY in Q4 2024 and has held it in 7 quarters since. The position peaked at $454K in Q4 2024. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Aire Advisors held 2,600 shares of State Street SPDR S&P Dividend ETF worth $396K as of Q2 2026.
Aire Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.06% of Aire Advisors's portfolio in Q2 2026, its #126 holding.
Aire Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Aire Advisors's State Street SPDR S&P Dividend ETF position peaked at $454K in Q4 2024.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Aire Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.