AWM
SDY icon

Avior Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Avior Wealth Management’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 		– Sell
-2,493
Closed -$364K – 875
2026
Q1 		$364K Sell
2,493
-55
-2% -$8.2K 0.01% 626
2025
Q4 		$355K Buy
2,548
+68
+3% +$9.46K 0.01% 561
2025
Q3 		$347K Sell
2,480
-103
-4% -$14.4K 0.01% 553
2025
Q2 		$351K Sell
2,583
-327
-11% -$43.4K 0.01% 528
2025
Q1 		$395K Sell
2,910
-955
-25% -$128K 0.02% 473
2024
Q4 		$511K Buy
3,865
+832
+27% +$116K 0.02% 441
2024
Q3 		$431K Sell
3,033
-55
-2% -$7.44K 0.02% 489
2024
Q2 		$393K Sell
3,088
-149
-5% -$19.2K 0.02% 498
2024
Q1 		$425K Buy
3,237
+147
+5% +$18.4K 0.02% 496
2023
Q4 		$386K Sell
3,090
-180
-6% -$21.1K 0.02% 398
2023
Q3 		$376K Sell
3,270
-1,638
-33% -$200K 0.03% 396
2023
Q2 		$602K Sell
4,908
-157
-3% -$19.2K 0.04% 294
2023
Q1 		$627K Buy
5,065
+3,321
+190% +$418K 0.04% 282
2022
Q4 		$218K Sell
1,744
-95
-5% -$11.7K 0.02% 453
2022
Q3 		$205K Buy
1,839
+183
+11% +$22.5K 0.02% 447
2022
Q2 		$196K Sell
1,656
-105
-6% -$13.1K 0.02% 421
2022
Q1 		$225K Sell
1,761
-687
-28% -$86.8K 0.02% 420
2021
Q4 		$316K Sell
2,448
-157
-6% -$19.5K 0.03% 385
2021
Q3 		$306K Sell
2,605
-563
-18% -$68.9K 0.03% 376
2021
Q2 		$387K Buy
3,168
+822
+35% +$102K 0.04% 335
2021
Q1 		$276K Sell
2,346
-410
-15% -$46K 0.03% 373
2020
Q4 		$292K Sell
2,756
-406
-13% -$41.1K 0.04% 346
2020
Q3 		$292K Sell
3,162
-328
-9% -$30.9K 0.04% 336
2020
Q2 		$318K Buy
3,490
+198
+6% +$17.4K 0.05% 321
2020
Q1 		$262K Sell
3,292
-35
-1% -$3.45K 0.05% 293
2019
Q4 		$357K Sell
3,327
-19
-0.6% -$1.99K 0.06% 283
2019
Q3 		$343K Buy
3,346
+1,651
+97% +$166K 0.06% 268
2019
Q2 		$171K Buy
1,695
+632
+59% +$63.2K 0.03% 373
2019
Q1 		$105K Buy
+1,063
New +$102K 0.02% 397

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Avior Wealth Management's SDY Position: Q2 2026 in Review

Avior Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2026, closing a stake of 2,493 shares — an estimated $364K sold.

Avior Wealth Management first reported a position in SDY in Q1 2019 and held it in 29 quarters. The position peaked at $627K in Q1 2023. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Avior Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • Avior Wealth Management sold 2,493 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $364K.
  • Avior Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2019 and held it in 29 quarters.
  • Avior Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $627K in Q1 2023.
  • 1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.