Atlantic Union Bankshares’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Atlantic Union Bankshares’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 Q1	$112K	Hold	770	–	–	﹤0.01%	721
2025 Q4	$107K	Hold	770	–	–	﹤0.01%	735
2025 Q3	$108K	Sell	770 -200	-21%	-$27.9K	﹤0.01%	740
2025 Q2	$132K	Buy	+970	New	+$129K	﹤0.01%	521
2014 Q2	–	Sell	-460	Closed	-$32K	–	211
2014 Q1	$32K	Buy	+460	New	+$33.1K	0.01%	151

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Atlantic Union Bankshares's SDY Position: Q1 2026 in Review

Atlantic Union Bankshares held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 770 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

Atlantic Union Bankshares first reported a position in SDY in Q1 2014 and has held it in 5 quarters since. The position peaked at $132K in Q2 2025. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Atlantic Union Bankshares held 770 shares of State Street SPDR S&P Dividend ETF worth $112K as of Q1 2026.
Atlantic Union Bankshares left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q1 2026, its #721 holding.
Atlantic Union Bankshares first reported a position in State Street SPDR S&P Dividend ETF in Q1 2014 and has held it in 5 quarters since.
Atlantic Union Bankshares's State Street SPDR S&P Dividend ETF position peaked at $132K in Q2 2025.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.