First National Corp’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

First National Corp’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 Q3	$8.82M	Sell	62,974 -141	-0.2%	-$19.7K	1.67%	21
2025 Q2	$8.57M	Sell	63,115 -223	-0.4%	-$29.6K	1.73%	20
2025 Q1	$8.59M	Buy	63,338 +44	+0.1%	+$5.92K	1.9%	15
2024 Q4	$8.36M	Buy	63,294 +1,440	+2%	+$201K	1.89%	15
2024 Q3	$8.79M	Sell	61,854 -814	-1%	-$110K	1.95%	17
2024 Q2	$7.97M	Sell	62,668 -8,458	-12%	-$1.09M	1.9%	17
2024 Q1	$8.89M	Hold	71,126	–	–	2.19%	14
2023 Q4	$8.89M	Sell	71,126 -9,489	-12%	-$1.11M	2.18%	14
2023 Q3	$9.27M	Sell	80,615 -3,218	-4%	-$393K	2.49%	11
2023 Q2	$10.3M	Buy	83,833 +3,105	+4%	+$379K	2.44%	12
2023 Q1	$9.99M	Sell	80,728 -1,111	-1%	-$140K	2.38%	13
2022 Q4	$10.2M	Sell	81,839 -2,627	-3%	-$324K	2.53%	11
2022 Q3	$9.42M	Buy	84,466 +859	+1%	+$106K	2.58%	11
2022 Q2	$9.92M	Sell	83,607 -2,337	-3%	-$291K	2.6%	12
2022 Q1	$11M	Sell	85,944 -28,499	-25%	-$3.6M	2.33%	11
2021 Q4	$14.8M	Sell	114,443 -3,543	-3%	-$441K	3.3%	5
2021 Q3	$13.9M	Buy	117,986 +20,897	+22%	+$2.56M	3.11%	6
2021 Q2	$8.86M	Sell	97,089 -17,430	-15%	-$2.15M	3.04%	6
2021 Q1	$13.5M	Buy	114,519 +11,311	+11%	+$1.27M	3.35%	6
2020 Q4	$10.9M	Buy	103,208 +6,590	+7%	+$667K	2.98%	7
2020 Q3	$339K	Sell	96,618 -471	-0.5%	-$44.4K	0.11%	111
2020 Q2	$8.86M	Sell	97,089 -990	-1%	-$87K	3.04%	6
2020 Q1	$888K	Buy	98,079 +7,038	+8%	+$694K	0.58%	40
2019 Q4	$9.79M	Buy	91,041 +209	+0.2%	+$21.9K	3.64%	6
2019 Q3	$9.32M	Buy	90,832 +61	+0.1%	+$6.15K	3.75%	6
2019 Q2	$9.16M	Buy	90,771 +1,145	+1%	+$114K	3.78%	6
2019 Q1	$8.91M	Sell	89,626 -1,609	-2%	-$155K	3.71%	6
2018 Q4	$8.17M	Buy	+91,235	New	+$8.6M	3.76%	5

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First National Corp's SDY Position: Q3 2025 in Review

First National Corp reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.22% in Q3 2025, selling an estimated $19.7K and leaving 62,974 shares worth $8.82M. The position accounts for 1.67% of the portfolio, ranked #21.

First National Corp first reported a position in SDY in Q4 2018 and has held it in 28 quarters since. The position peaked at $14.8M in Q4 2021. 1,173 funds tracked by Wall St. Rank hold SDY as of Q3 2025.

First National Corp held 62,974 shares of State Street SPDR S&P Dividend ETF worth $8.82M as of Q3 2025.
First National Corp sold 141 State Street SPDR S&P Dividend ETF shares in Q3 2025, an estimated $19.7K.
State Street SPDR S&P Dividend ETF made up 1.67% of First National Corp's portfolio in Q3 2025, its #21 holding.
First National Corp first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and has held it in 28 quarters since.
First National Corp's State Street SPDR S&P Dividend ETF position peaked at $14.8M in Q4 2021.
1,173 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2025.

Based on First National Corp's 13F filing for Q3 2025, filed 28 Oct 2025.