Atria Wealth Solutions’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$5.2M	Sell	38,189 -35,408	-48%	-$4.7M	0.12%	207
2025 Q1	$9.99M	Sell	73,597 -32,732	-31%	-$4.4M	0.12%	181
2024 Q4	$14M	Buy	106,329 +4,682	+5%	+$654K	0.15%	144
2024 Q3	$14.4M	Sell	101,647 -8,805	-8%	-$1.19M	0.16%	134
2024 Q2	$14M	Sell	110,452 -20,199	-15%	-$2.6M	0.16%	138
2024 Q1	$17.1M	Sell	130,651 -1,210	-0.9%	-$152K	0.19%	110
2023 Q4	$16.5M	Sell	131,861 -341	-0.3%	-$40K	0.21%	106
2023 Q3	$15.2M	Sell	132,202 -817	-0.6%	-$99.7K	0.21%	104
2023 Q2	$16.3M	Buy	133,019 +2,485	+2%	+$304K	0.22%	98
2023 Q1	$16.1M	Buy	130,534 +3,750	+3%	+$472K	0.24%	91
2022 Q4	$15.9M	Buy	126,784 +1,729	+1%	+$214K	0.25%	92
2022 Q3	$13.9M	Buy	125,055 +10,819	+9%	+$1.33M	0.24%	94
2022 Q2	$13.6M	Buy	114,236 +13,895	+14%	+$1.73M	0.25%	88
2022 Q1	$12.9M	Buy	+100,341	New	+$12.7M	0.21%	100

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Atria Wealth Solutions's SDY Position: Q2 2025 in Review

Atria Wealth Solutions reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 48% in Q2 2025, selling an estimated $4.7M and leaving 38,189 shares worth $5.2M. The position accounts for 0.12% of the portfolio, ranked #207.

Atria Wealth Solutions first reported a position in SDY in Q1 2022 and has held it in 14 quarters since. The position peaked at $17.1M in Q1 2024. 1,180 funds tracked by Wall St. Rank hold SDY as of Q2 2025.

Atria Wealth Solutions held 38,189 shares of State Street SPDR S&P Dividend ETF worth $5.2M as of Q2 2025.
Atria Wealth Solutions sold 35,408 State Street SPDR S&P Dividend ETF shares in Q2 2025, an estimated $4.7M.
State Street SPDR S&P Dividend ETF made up 0.12% of Atria Wealth Solutions's portfolio in Q2 2025, its #207 holding.
Atria Wealth Solutions first reported a position in State Street SPDR S&P Dividend ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's State Street SPDR S&P Dividend ETF position peaked at $17.1M in Q1 2024.
1,180 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.