AIFAIM
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American Institute for Advanced Investment Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

American Institute for Advanced Investment 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 		$1.04M Hold
6,850
– – 0.6% 49
2026
Q1 		$1,000K Buy
6,850
+25
+0.4% +$3.73K 0.65% 47
2025
Q4 		$950K Sell
6,825
-360
-5% -$50.1K 0.61% 45
2025
Q3 		$1.01M Hold
7,185
– – 0.66% 40
2025
Q2 		$975K Hold
7,185
– – 0.69% 40
2025
Q1 		$975K Hold
7,185
– – 0.74% 40
2024
Q4 		$949K Hold
7,185
– – 0.71% 45
2024
Q3 		$1.02M Sell
7,185
-105
-1% -$14.2K 0.73% 44
2024
Q2 		$927K Sell
7,290
-255
-3% -$32.8K 0.71% 46
2024
Q1 		$990K Hold
7,545
– – 0.78% 39
2023
Q4 		$943K Sell
7,545
-1,495
-17% -$176K 0.83% 35
2023
Q3 		$1.04M Sell
9,040
-4,336
-32% -$529K 0.96% 30
2023
Q2 		$1.64M Buy
13,376
+925
+7% +$113K 1.43% 16
2023
Q1 		$1.46M Sell
12,451
-5,955
-32% -$749K 1.55% 14
2022
Q4 		$2.3M Buy
18,406
+815
+5% +$101K 2.1% 12
2022
Q3 		$1.96M Hold
17,591
– – 1.83% 17
2022
Q2 		$2.09M Buy
17,591
+942
+6% +$117K 1.83% 14
2022
Q1 		$2.13M Buy
16,649
+525
+3% +$66.4K 1.55% 16
2021
Q4 		$2.08M Sell
16,124
-25
-0.2% -$3.11K 1.4% 20
2021
Q3 		$1.9M Sell
16,149
-195
-1% -$23.9K 1.35% 22
2021
Q2 		$2M Buy
16,344
+440
+3% +$54.4K 1.41% 20
2021
Q1 		$1.88M Buy
15,904
+400
+3% +$44.8K 1.43% 20
2020
Q4 		$1.64M Buy
15,504
+925
+6% +$93.6K 1.32% 23
2020
Q3 		$1.35M Buy
14,579
+75
+0.5% +$7.07K 1.21% 28
2020
Q2 		$1.32M Sell
14,504
-275
-2% -$24.2K 1.25% 29
2020
Q1 		$1.18M Buy
14,779
+4,950
+50% +$488K 1.28% 25
2019
Q4 		$1.06M Buy
+9,829
New +$1.03M 1.02% 36

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

American Institute for Advanced Investment Management's SDY Position: Q2 2026 in Review

American Institute for Advanced Investment Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 6,850 shares worth $1.04M. The position accounts for 0.6% of the portfolio, ranked #49.

American Institute for Advanced Investment Management first reported a position in SDY in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.3M in Q4 2022. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • American Institute for Advanced Investment Management held 6,850 shares of State Street SPDR S&P Dividend ETF worth $1.04M as of Q2 2026.
  • American Institute for Advanced Investment Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P Dividend ETF made up 0.6% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #49 holding.
  • American Institute for Advanced Investment Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 27 quarters since.
  • American Institute for Advanced Investment Management's State Street SPDR S&P Dividend ETF position peaked at $2.3M in Q4 2022.
  • 1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.