American State Bank (Iowa)’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

American State Bank (Iowa)’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	$1.17M	Hold	7,690	–	–	0.47%	63
2026 Q1	$1.12M	Hold	7,690	–	–	0.54%	57
2025 Q4	$1.07M	Hold	7,690	–	–	0.51%	59
2025 Q3	$1.08M	Sell	7,690 -367	-5%	-$51.2K	0.55%	58
2025 Q2	$1.09M	Buy	8,057 +100	+1%	+$13.3K	0.61%	52
2025 Q1	$1.08M	Hold	7,957	–	–	0.65%	50
2024 Q4	$1.05M	Hold	7,957	–	–	0.63%	45
2024 Q3	$1.13M	Hold	7,957	–	–	0.69%	44
2024 Q2	$1.01M	Hold	7,957	–	–	0.65%	48
2024 Q1	$1.04M	Hold	7,957	–	–	0.7%	45
2023 Q4	$994K	Hold	7,957	–	–	0.63%	52
2023 Q3	$915K	Hold	7,957	–	–	0.66%	44
2023 Q2	$975K	Hold	7,957	–	–	0.68%	41
2023 Q1	$984K	Hold	7,957	–	–	0.72%	41
2022 Q4	$996K	Hold	7,957	–	–	0.77%	39
2022 Q3	$887K	Hold	7,957	–	–	0.77%	38
2022 Q2	$944K	Hold	7,957	–	–	0.75%	41
2022 Q1	$1.02M	Hold	7,957	–	–	0.71%	39
2021 Q4	$1.03M	Hold	7,957	–	–	0.71%	40
2021 Q3	$935K	Buy	7,957 +539	+7%	+$66K	0.73%	41
2021 Q2	$907K	Hold	7,418	–	–	0.71%	44
2021 Q1	$876K	Hold	7,418	–	–	0.75%	41
2020 Q4	$786K	Buy	+7,418	New	+$751K	0.75%	46

Other funds holding SDY

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

MSA

Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return

WFM

Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

RPWA

Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

CFS

CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

American State Bank (Iowa)'s SDY Position: Q2 2026 in Review

American State Bank (Iowa) held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 7,690 shares worth $1.17M. The position accounts for 0.47% of the portfolio, ranked #63.

American State Bank (Iowa) first reported a position in SDY in Q4 2020 and has held it in 23 quarters since. 436 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

American State Bank (Iowa) held 7,690 shares of State Street SPDR S&P Dividend ETF worth $1.17M as of Q2 2026.
American State Bank (Iowa) left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.47% of American State Bank (Iowa)'s portfolio in Q2 2026, its #63 holding.
American State Bank (Iowa) first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and has held it in 23 quarters since.
436 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on American State Bank (Iowa)'s 13F filing for Q2 2026, filed 9 Jul 2026.