Atria Investments’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
Q2 | $1.94M | Sell |
12,778
-107
| -0.8% | -$15.9K | 0.02% | 770 |
|
|
2026
Q1 | $1.88M | Buy |
12,885
+916
| +8% | +$136K | 0.02% | 739 |
|
|
2025
Q4 | $1.67M | Sell |
11,969
-359
| -3% | -$50K | 0.02% | 809 |
|
|
2025
Q3 | $1.73M | Sell |
12,328
-3,047
| -20% | -$425K | 0.02% | 779 |
|
|
2025
Q2 | $2.09M | Buy |
15,375
+2,382
| +18% | +$316K | 0.02% | 705 |
|
|
2025
Q1 | $1.76M | Sell |
12,993
-2,115
| -14% | -$284K | 0.02% | 757 |
|
|
2024
Q4 | $2M | Sell |
15,108
-593
| -4% | -$82.8K | 0.02% | 681 |
|
|
2024
Q3 | $2.23M | Sell |
15,701
-575
| -4% | -$77.8K | 0.03% | 625 |
|
|
2024
Q2 | $2.07M | Sell |
16,276
-1,269
| -7% | -$163K | 0.03% | 624 |
|
|
2024
Q1 | $2.3M | Buy |
17,545
+642
| +4% | +$80.5K | 0.03% | 595 |
|
|
2023
Q4 | $2.11M | Buy |
16,903
+2,458
| +17% | +$289K | 0.03% | 577 |
|
|
2023
Q3 | $1.66M | Buy |
14,445
+3,051
| +27% | +$372K | 0.03% | 644 |
|
|
2023
Q2 | $1.4M | Sell |
11,394
-22
| -0.2% | -$2.69K | 0.03% | 693 |
|
|
2023
Q1 | $1.41M | Sell |
11,416
-1,618
| -12% | -$204K | 0.03% | 670 |
|
|
2022
Q4 | $1.63M | Buy |
13,034
+573
| +5% | +$70.8K | 0.03% | 583 |
|
|
2022
Q3 | $1.39M | Buy |
12,461
+3,604
| +41% | +$444K | 0.03% | 604 |
|
|
2022
Q2 | $1.05M | Buy |
+8,857
| New | +$1.1M | 0.02% | 732 |
|
|
2020
Q1 | – | Sell |
-5,038
| Closed | -$542K | – | 1082 |
|
|
2019
Q4 | $542K | Sell |
5,038
-140
| -3% | -$14.7K | 0.01% | 758 |
|
|
2019
Q3 | $531K | Buy |
5,178
+76
| +1% | +$7.66K | 0.02% | 561 |
|
|
2019
Q2 | $500K | Sell |
5,102
-527
| -9% | -$52.7K | 0.02% | 582 |
|
|
2019
Q1 | $560K | Buy |
5,629
+1,156
| +26% | +$111K | 0.02% | 501 |
|
|
2018
Q4 | $400K | Sell |
4,473
-2,595
| -37% | -$245K | 0.02% | 575 |
|
|
2018
Q3 | $692K | Sell |
7,068
-70
| -1% | -$6.78K | 0.03% | 501 |
|
|
2018
Q2 | $662K | Sell |
7,138
-12,829
| -64% | -$1.18M | 0.03% | 487 |
|
|
2018
Q1 | $1.82M | Sell |
19,967
-1,251
| -6% | -$117K | 0.09% | 232 |
|
|
2017
Q4 | $2M | Buy |
21,218
+1,488
| +8% | +$139K | 0.1% | 216 |
|
|
2017
Q3 | $1.8M | Sell |
19,730
-41,012
| -68% | -$3.67M | 0.1% | 205 |
|
|
2017
Q2 | $5.4M | Sell |
60,742
-30,352
| -33% | -$2.69M | 0.33% | 53 |
|
|
2017
Q1 | $8.03M | Buy |
91,094
+34,365
| +61% | +$3M | 0.52% | 32 |
|
|
2016
Q4 | $4.85M | Buy |
56,729
+51,616
| +1,010% | +$4.34M | 0.37% | 46 |
|
|
2016
Q3 | $431K | Buy |
5,113
+1,691
| +49% | +$144K | 0.04% | 335 |
|
|
2016
Q2 | $288K | Buy |
+3,422
| New | +$278K | 0.03% | 367 |
|
Other funds holding SDY
JIC
Atria Investments's SDY Position: Q2 2026 in Review
Atria Investments reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.83% in Q2 2026, selling an estimated $15.9K and leaving 12,778 shares worth $1.94M. The position accounts for 0.02% of the portfolio, ranked #770.
Atria Investments first reported a position in SDY in Q2 2016 and has held it in 32 quarters since. The position peaked at $8.03M in Q1 2017. 1,238 funds tracked by Wall St. Rank hold SDY as of Q2 2026.
- Atria Investments held 12,778 shares of State Street SPDR S&P Dividend ETF worth $1.94M as of Q2 2026.
- Atria Investments sold 107 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $15.9K.
- State Street SPDR S&P Dividend ETF made up 0.02% of Atria Investments's portfolio in Q2 2026, its #770 holding.
- Atria Investments first reported a position in State Street SPDR S&P Dividend ETF in Q2 2016 and has held it in 32 quarters since.
- Atria Investments's State Street SPDR S&P Dividend ETF position peaked at $8.03M in Q1 2017.
- 1,238 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.
Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.