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 Q2	$117K	Hold	770	–	–	﹤0.01%	742
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 $1.55T 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

Atlantic Union Bankshares's SDY Position: Q2 2026 in Review

Atlantic Union Bankshares held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 770 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Atlantic Union Bankshares first reported a position in SDY in Q1 2014 and has held it in 6 quarters since. The position peaked at $132K in Q2 2025. 1,247 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Atlantic Union Bankshares held 770 shares of State Street SPDR S&P Dividend ETF worth $117K as of Q2 2026.
Atlantic Union Bankshares left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #742 holding.
Atlantic Union Bankshares first reported a position in State Street SPDR S&P Dividend ETF in Q1 2014 and has held it in 6 quarters since.
Atlantic Union Bankshares's State Street SPDR S&P Dividend ETF position peaked at $132K in Q2 2025.
1,247 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.