Aries 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 | $7.38M | Sell |
48,515
-1,200
| -2% | -$179K | 1.45% | 15 |
|
|
2026
Q1 | $7.26M | Sell |
49,715
-1,055
| -2% | -$157K | 1.6% | 14 |
|
|
2025
Q4 | $7.07M | Sell |
50,770
-659
| -1% | -$91.7K | 1.56% | 13 |
|
|
2025
Q3 | $7.2M | Hold |
51,429
| – | – | 1.7% | 12 |
|
|
2025
Q2 | $6.98M | Sell |
51,429
-884
| -2% | -$117K | 1.82% | 10 |
|
|
2025
Q1 | $7.1M | Sell |
52,313
-150
| -0.3% | -$20.2K | 1.93% | 9 |
|
|
2024
Q4 | $6.93M | Sell |
52,463
-1,594
| -3% | -$223K | 1.91% | 9 |
|
|
2024
Q3 | $7.68M | Sell |
54,057
-1,800
| -3% | -$243K | 2.11% | 8 |
|
|
2024
Q2 | $7.1M | Sell |
55,857
-275
| -0.5% | -$35.4K | 2.24% | 9 |
|
|
2024
Q1 | $7.37M | Buy |
56,132
+1,018
| +2% | +$128K | 2.37% | 8 |
|
|
2023
Q4 | $6.89M | Buy |
55,114
+6,506
| +13% | +$764K | 2.46% | 7 |
|
|
2023
Q3 | $5.58M | Buy |
48,608
+968
| +2% | +$118K | 2.18% | 8 |
|
|
2023
Q2 | $5.84M | Buy |
47,640
+764
| +2% | +$93.3K | 2.26% | 7 |
|
|
2023
Q1 | $5.8M | Buy |
46,876
+82
| +0.2% | +$10.3K | 2.38% | 5 |
|
|
2022
Q4 | $5.85M | Sell |
46,794
-400
| -0.8% | -$49.4K | 2.52% | 5 |
|
|
2022
Q3 | $5.8M | Buy |
47,194
+700
| +2% | +$86.2K | 2.57% | 5 |
|
|
2022
Q2 | $5.52M | Buy |
+46,494
| New | +$5.8M | 2.51% | 6 |
|
|
2022
Q1 | – | Sell |
-42,189
| Closed | -$5.45M | – | 194 |
|
|
2021
Q4 | $5.45M | Sell |
42,189
-1,721
| -4% | -$214K | 2.08% | 9 |
|
|
2021
Q3 | $5.16M | Buy |
43,910
+208
| +0.5% | +$25.5K | 2.18% | 9 |
|
|
2021
Q2 | $5.34M | Buy |
43,702
+410
| +0.9% | +$50.7K | 2.29% | 8 |
|
|
2021
Q1 | $5.2M | Sell |
43,292
-823
| -2% | -$92.3K | 2.33% | 7 |
|
|
2020
Q4 | $4.8M | Buy |
44,115
+285
| +0.7% | +$28.8K | 2.4% | 7 |
|
|
2020
Q3 | $4.05M | Hold |
43,830
| – | – | 2.3% | 9 |
|
|
2020
Q2 | $4M | Sell |
43,830
-1,200
| -3% | -$105K | 2.44% | 8 |
|
|
2020
Q1 | $3.5M | Buy |
45,030
+1,663
| +4% | +$164K | 2.67% | 5 |
|
|
2019
Q4 | $4.63M | Hold |
43,367
| – | – | 2.83% | 5 |
|
|
2019
Q3 | $4.42M | Buy |
43,367
+1,875
| +5% | +$189K | 2.94% | 5 |
|
|
2019
Q2 | $4.24M | Buy |
41,492
+3,225
| +8% | +$322K | 2.97% | 6 |
|
|
2019
Q1 | $3.8M | Buy |
38,267
+688
| +2% | +$66.1K | 2.84% | 7 |
|
|
2018
Q4 | $3.36M | Buy |
37,579
+4,038
| +12% | +$381K | 3.57% | 3 |
|
|
2018
Q3 | $3.29M | Buy |
33,541
+1,525
| +5% | +$148K | 2.95% | 5 |
|
|
2018
Q2 | $3.08M | Sell |
32,016
-871
| -3% | -$80.2K | 2.85% | 5 |
|
|
2018
Q1 | $3.01M | Buy |
32,887
+2,075
| +7% | +$194K | 2.92% | 6 |
|
|
2017
Q4 | $2.97M | Buy |
+30,812
| New | +$2.89M | 2.73% | 6 |
|
Other funds holding SDY
JIC
Aries Wealth Management's SDY Position: Q2 2026 in Review
Aries Wealth Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 2.4% in Q2 2026, selling an estimated $179K and leaving 48,515 shares worth $7.38M. The position accounts for 1.45% of the portfolio, ranked #15.
Aries Wealth Management first reported a position in SDY in Q4 2017 and has held it in 34 quarters since. The position peaked at $7.68M in Q3 2024. 1,234 funds tracked by Wall St. Rank hold SDY as of Q2 2026.
- Aries Wealth Management held 48,515 shares of State Street SPDR S&P Dividend ETF worth $7.38M as of Q2 2026.
- Aries Wealth Management sold 1,200 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $179K.
- State Street SPDR S&P Dividend ETF made up 1.45% of Aries Wealth Management's portfolio in Q2 2026, its #15 holding.
- Aries Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and has held it in 34 quarters since.
- Aries Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $7.68M in Q3 2024.
- 1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.
Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.