Aspect Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Aspect Partners’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 Q3	$1.53M	Sell	10,444 -553	-5%	-$85.6K	0.58%	29
2026 Q2	$1.67M	Sell	10,997 -36	-0.3%	-$5.36K	0.62%	28
2026 Q1	$1.61M	Buy	11,033 +33	+0.3%	+$4.92K	0.66%	29
2025 Q4	$1.53M	Sell	11,000 -735	-6%	-$102K	0.67%	29
2025 Q3	$1.64M	Buy	11,735 +34	+0.3%	+$4.74K	0.75%	25
2025 Q2	$1.59M	Buy	11,701 +37	+0.3%	+$4.91K	0.78%	26
2025 Q1	$1.58M	Buy	11,664 +33	+0.3%	+$4.44K	0.91%	23
2024 Q4	$1.54M	Sell	11,631 -108	-0.9%	-$15.1K	0.89%	24
2024 Q3	$1.67M	Sell	11,739 -282	-2%	-$38.1K	0.94%	22
2024 Q2	$1.53M	Buy	12,021 +34	+0.3%	+$4.38K	0.91%	24
2024 Q1	$1.57M	Buy	11,987 +22	+0.2%	+$2.76K	1.24%	18
2023 Q4	$1.5M	Buy	+11,965	New	+$1.4M	0.96%	18

Other funds holding SDY

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Marino Stram & Associates Braintree, Massachusetts $644M AUM 16.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Regent Peak Wealth Advisors Atlanta, Georgia $577M AUM 20.1% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

TigerOak Management Albuquerque, New Mexico $382M AUM 25.14% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Aspect Partners's SDY Position: Q3 2026 in Review

Aspect Partners reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 5% in Q3 2026, selling an estimated $85.6K and leaving 10,444 shares worth $1.53M. The position accounts for 0.58% of the portfolio, ranked #29.

Aspect Partners first reported a position in SDY in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.67M in Q2 2026. 398 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

Aspect Partners held 10,444 shares of State Street SPDR S&P Dividend ETF worth $1.53M as of Q3 2026.
Aspect Partners sold 553 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $85.6K.
State Street SPDR S&P Dividend ETF made up 0.58% of Aspect Partners's portfolio in Q3 2026, its #29 holding.
Aspect Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's State Street SPDR S&P Dividend ETF position peaked at $1.67M in Q2 2026.
398 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.