Aventura Private Wealth’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Aventura Private Wealth’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	$140K	Sell	920 -70	-7%	-$10.4K	0.04%	205
2026 Q1	$144K	Sell	990 -198	-17%	-$29.5K	0.05%	181
2025 Q4	$165K	Hold	1,188	–	–	0.06%	164
2025 Q3	$166K	Hold	1,188	–	–	0.06%	174
2025 Q2	$161K	Sell	1,188 -630	-35%	-$83.5K	0.07%	160
2025 Q1	$247K	Sell	1,818 -370	-17%	-$49.8K	0.13%	127
2024 Q4	$289K	Buy	+2,188	New	+$306K	0.16%	112

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

Aventura Private Wealth's SDY Position: Q2 2026 in Review

Aventura Private Wealth reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 7.1% in Q2 2026, selling an estimated $10.4K and leaving 920 shares worth $140K. The position accounts for 0.04% of the portfolio, ranked #205.

Aventura Private Wealth first reported a position in SDY in Q4 2024 and has held it in 7 quarters since. The position peaked at $289K in Q4 2024. 1,235 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Aventura Private Wealth held 920 shares of State Street SPDR S&P Dividend ETF worth $140K as of Q2 2026.
Aventura Private Wealth sold 70 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $10.4K.
State Street SPDR S&P Dividend ETF made up 0.04% of Aventura Private Wealth's portfolio in Q2 2026, its #205 holding.
Aventura Private Wealth first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Aventura Private Wealth's State Street SPDR S&P Dividend ETF position peaked at $289K in Q4 2024.
1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.