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

Aptus Capital 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	$2.22M	Sell	14,569 -197	-1%	-$29.4K	0.02%	490
2026 Q1	$2.15M	Buy	14,766 +1,433	+11%	+$214K	0.02%	463
2025 Q4	$1.86M	Sell	13,333 -1,032	-7%	-$144K	0.01%	459
2025 Q3	$2.01M	Buy	14,365 +1,588	+12%	+$222K	0.01%	437
2025 Q2	$1.73M	Buy	12,777 +120	+0.9%	+$15.9K	0.01%	443
2025 Q1	$1.72M	Buy	12,657 +1,563	+14%	+$210K	0.02%	422
2024 Q4	$1.47M	Buy	11,094 +7,782	+235%	+$1.09M	0.02%	451
2024 Q3	$470K	Buy	3,312 +574	+21%	+$77.6K	0.01%	553
2024 Q2	$348K	Sell	2,738 -1,205	-31%	-$155K	0.01%	582
2024 Q1	$517K	Buy	3,943 +89	+2%	+$11.2K	0.01%	510
2023 Q4	$482K	Sell	3,854 -383	-9%	-$45K	0.01%	384
2023 Q3	$487K	Buy	4,237 +3,396	+404%	+$415K	0.01%	384
2023 Q2	$103K	Sell	841 -152	-15%	-$18.6K	﹤0.01%	527
2023 Q1	$123K	Sell	993 -10,243	-91%	-$1.29M	﹤0.01%	501
2022 Q4	$1.41M	Sell	11,236 -2,634	-19%	-$325K	0.04%	247
2022 Q3	$1.55M	Buy	13,870 +13,305	+2,355%	+$1.64M	0.04%	223
2022 Q2	$67K	Buy	565 +151	+36%	+$18.8K	﹤0.01%	448
2022 Q1	$53K	Sell	414 -251	-38%	-$31.7K	﹤0.01%	505
2021 Q4	$86K	Hold	665	–	–	﹤0.01%	401
2021 Q3	$78K	Sell	665 -231	-26%	-$28.3K	﹤0.01%	394
2021 Q2	$110K	Hold	896	–	–	﹤0.01%	390
2021 Q1	$106K	Sell	896 -31	-3%	-$3.48K	﹤0.01%	367
2020 Q4	$98K	Buy	927 +896	+2,890%	+$90.7K	﹤0.01%	337
2020 Q3	$2K	Buy	+31	New	+$2.92K	﹤0.01%	457
2020 Q1	–	Sell	-19	Closed	-$2K	–	515
2019 Q4	$2K	Hold	19	–	–	﹤0.01%	489
2019 Q3	$1K	Buy	+19	New	+$1.92K	﹤0.01%	468

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

Aptus Capital Advisors's SDY Position: Q2 2026 in Review

Aptus Capital Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.3% in Q2 2026, selling an estimated $29.4K and leaving 14,569 shares worth $2.22M. The position accounts for 0.02% of the portfolio, ranked #490.

Aptus Capital Advisors first reported a position in SDY in Q3 2019 and has held it in 26 quarters since. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Aptus Capital Advisors held 14,569 shares of State Street SPDR S&P Dividend ETF worth $2.22M as of Q2 2026.
Aptus Capital Advisors sold 197 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $29.4K.
State Street SPDR S&P Dividend ETF made up 0.02% of Aptus Capital Advisors's portfolio in Q2 2026, its #490 holding.
Aptus Capital Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q3 2019 and has held it in 26 quarters since.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.