Aspiriant LLC’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
Q1 | $2.17M | Buy |
14,883
+330
| +2% | +$49.2K | 0.06% | 102 |
|
|
2025
Q4 | $2.03M | Sell |
14,553
-1,011
| -6% | -$141K | 0.06% | 110 |
|
|
2025
Q3 | $2.18M | Hold |
15,564
| – | – | 0.07% | 95 |
|
|
2025
Q2 | $2.11M | Hold |
15,564
| – | – | 0.07% | 98 |
|
|
2025
Q1 | $2.11M | Hold |
15,564
| – | – | 0.07% | 92 |
|
|
2024
Q4 | $2.06M | Hold |
15,564
| – | – | 0.07% | 96 |
|
|
2024
Q3 | $2.21M | Hold |
15,564
| – | – | 0.08% | 90 |
|
|
2024
Q2 | $1.98M | Sell |
15,564
-202
| -1% | -$26K | 0.08% | 91 |
|
|
2024
Q1 | $2.07M | Buy |
15,766
+4,336
| +38% | +$544K | 0.09% | 95 |
|
|
2023
Q4 | $1.43M | Buy |
11,430
+21
| +0.2% | +$2.46K | 0.06% | 113 |
|
|
2023
Q3 | $1.31M | Buy |
11,409
+124
| +1% | +$15.1K | 0.07% | 113 |
|
|
2023
Q2 | $1.38M | Hold |
11,285
| – | – | 0.07% | 105 |
|
|
2023
Q1 | $1.4M | Sell |
11,285
-1,134
| -9% | -$143K | 0.07% | 103 |
|
|
2022
Q4 | $1.55M | Buy |
12,419
+350
| +3% | +$43.2K | 0.08% | 98 |
|
|
2022
Q3 | $1.34M | Sell |
12,069
-122
| -1% | -$15K | 0.07% | 100 |
|
|
2022
Q2 | $1.45M | Hold |
12,191
| – | – | 0.07% | 96 |
|
|
2022
Q1 | $1.56M | Buy |
12,191
+80
| +0.7% | +$10.1K | 0.09% | 103 |
|
|
2021
Q4 | $1.56M | Buy |
12,111
+4,978
| +70% | +$620K | 0.08% | 106 |
|
|
2021
Q3 | $839K | Sell |
7,133
-179
| -2% | -$21.9K | 0.05% | 130 |
|
|
2021
Q2 | $893K | Hold |
7,312
| – | – | 0.05% | 120 |
|
|
2021
Q1 | $864K | Buy |
7,312
+100
| +1% | +$11.2K | 0.06% | 116 |
|
|
2020
Q4 | $764K | Hold |
7,212
| – | – | 0.05% | 119 |
|
|
2020
Q3 | $668K | Buy |
7,212
+203
| +3% | +$19.1K | 0.05% | 131 |
|
|
2020
Q2 | $640K | Hold |
7,009
| – | – | 0.06% | 114 |
|
|
2020
Q1 | $559K | Buy |
7,009
+438
| +7% | +$43.2K | 0.06% | 116 |
|
|
2019
Q4 | $706K | Buy |
6,571
+94
| +1% | +$9.87K | 0.07% | 115 |
|
|
2019
Q3 | $665K | Hold |
6,477
| – | – | 0.06% | 127 |
|
|
2019
Q2 | $654K | Sell |
6,477
-300
| -4% | -$30K | 0.05% | 132 |
|
|
2019
Q1 | $674K | Sell |
6,777
-188
| -3% | -$18.1K | 0.06% | 132 |
|
|
2018
Q4 | $625K | Sell |
6,965
-84
| -1% | -$7.92K | 0.05% | 132 |
|
|
2018
Q3 | $689K | Sell |
7,049
-1,809
| -20% | -$175K | 0.06% | 133 |
|
|
2018
Q2 | $821K | Sell |
8,858
-2,778
| -24% | -$256K | 0.07% | 119 |
|
|
2018
Q1 | $1.06M | Buy |
+11,636
| New | +$1.09M | 0.09% | 99 |
|
|
2017
Q4 | – | Sell |
-3,019
| Closed | -$276K | – | 163 |
|
|
2017
Q3 | $276K | Hold |
3,019
| – | – | 0.02% | 171 |
|
|
2017
Q2 | $268K | Hold |
3,019
| – | – | 0.02% | 180 |
|
|
2017
Q1 | $266K | Buy |
+3,019
| New | +$264K | 0.02% | 182 |
|
|
2016
Q1 | – | Sell |
-2,938
| Closed | -$216K | – | 173 |
|
|
2015
Q4 | $216K | Sell |
2,938
-586
| -17% | -$44.7K | 0.02% | 75 |
|
|
2015
Q3 | $265K | Hold |
3,524
| – | – | 0.02% | 88 |
|
|
2015
Q2 | $269K | Buy |
+3,524
| New | +$276K | 0.03% | 92 |
|
Other funds holding SDY
JIC
Aspiriant LLC's SDY Position: Q1 2026 in Review
Aspiriant LLC increased its State Street SPDR S&P Dividend ETF (SDY) stake by 2.3% in Q1 2026, buying an estimated $49.2K and bringing the position to 14,883 shares worth $2.17M. The position accounts for 0.06% of the portfolio, ranked #102.
Aspiriant LLC first reported a position in SDY in Q2 2015 and has held it in 39 quarters since. The position peaked at $2.21M in Q3 2024. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.
- Aspiriant LLC held 14,883 shares of State Street SPDR S&P Dividend ETF worth $2.17M as of Q1 2026.
- Aspiriant LLC bought 330 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $49.2K.
- State Street SPDR S&P Dividend ETF made up 0.06% of Aspiriant LLC's portfolio in Q1 2026, its #102 holding.
- Aspiriant LLC first reported a position in State Street SPDR S&P Dividend ETF in Q2 2015 and has held it in 39 quarters since.
- Aspiriant LLC's State Street SPDR S&P Dividend ETF position peaked at $2.21M in Q3 2024.
- 1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.
Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.