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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
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

WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Aspect Partners's SDY Position: Q2 2026 in Review

Aspect Partners reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.33% in Q2 2026, selling an estimated $5.36K and leaving 10,997 shares worth $1.67M. The position accounts for 0.62% of the portfolio, ranked #28.

Aspect Partners first reported a position in SDY in Q4 2023 and has held it in 11 quarters since. 341 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Aspect Partners held 10,997 shares of State Street SPDR S&P Dividend ETF worth $1.67M as of Q2 2026.
  • Aspect Partners sold 36 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $5.36K.
  • State Street SPDR S&P Dividend ETF made up 0.62% of Aspect Partners's portfolio in Q2 2026, its #28 holding.
  • Aspect Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 11 quarters since.
  • 341 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.