ASB Consultores’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

ASB Consultores’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	$364K	Hold	2,391	–	–	0.55%	24
2026 Q1	$355K	Buy	2,391 +349	+17%	+$52K	1.18%	23
2025 Q4	$299K	Hold	2,042	–	–	1.31%	17
2025 Q3	$286K	Hold	2,042	–	–	1.26%	17
2025 Q2	$277K	Buy	+2,042	New	+$271K	0.19%	98
2025 Q1	–	Sell	-3,835	Closed	-$507K	–	209
2024 Q4	$507K	Hold	3,835	–	–	0.21%	76
2024 Q3	$545K	Buy	3,835 +1,300	+51%	+$176K	0.21%	71
2024 Q2	$322K	Buy	2,535 +94	+4%	+$12.1K	0.12%	123
2024 Q1	$320K	Sell	2,441 -7	-0.3%	-$878	0.08%	196
2023 Q4	$306K	Buy	+2,448	New	+$287K	0.1%	71
2023 Q3	–	Sell	-6,818	Closed	-$836K	–	187
2023 Q2	$836K	Buy	6,818 +4,817	+241%	+$588K	0.41%	40
2023 Q1	$248K	Sell	2,001 -17	-0.8%	-$2.14K	0.1%	153
2022 Q4	$252K	Hold	2,018	–	–	0.1%	157
2022 Q3	$225K	Sell	2,018 -150	-7%	-$18.5K	0.11%	155
2022 Q2	$257K	Buy	+2,168	New	+$270K	0.11%	128

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

ASB Consultores's SDY Position: Q2 2026 in Review

ASB Consultores held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 2,391 shares worth $364K. The position accounts for 0.55% of the portfolio, ranked #24.

ASB Consultores first reported a position in SDY in Q2 2022 and has held it in 15 quarters since. The position peaked at $836K in Q2 2023. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

ASB Consultores held 2,391 shares of State Street SPDR S&P Dividend ETF worth $364K as of Q2 2026.
ASB Consultores left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.55% of ASB Consultores's portfolio in Q2 2026, its #24 holding.
ASB Consultores first reported a position in State Street SPDR S&P Dividend ETF in Q2 2022 and has held it in 15 quarters since.
ASB Consultores's State Street SPDR S&P Dividend ETF position peaked at $836K in Q2 2023.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on ASB Consultores's 13F filing for Q2 2026, filed 14 Aug 2026.