Nan Shan Life Insurance’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Nan Shan Life Insurance’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 Q1	–	Sell	-247,496	Closed	-$34.4M	–	104
2025 Q4	$34.4M	Hold	247,496	–	–	1.06%	29
2025 Q3	$34.7M	Hold	247,496	–	–	0.74%	45
2025 Q2	$33.6M	Hold	247,496	–	–	0.75%	45
2025 Q1	$33.6M	Buy	247,496 +28,431	+13%	+$3.82M	0.79%	42
2024 Q4	$28.9M	Buy	+219,065	New	+$30.6M	0.7%	52
2024 Q3	–	Sell	-357,410	Closed	-$45.5M	–	111
2024 Q2	$45.5M	Buy	357,410 +74,000	+26%	+$9.53M	1.08%	30
2024 Q1	$37.2M	Buy	+283,410	New	+$35.6M	0.87%	42
2023 Q3	–	Sell	-85,320	Closed	-$10.5M	–	96
2023 Q2	$10.5M	Hold	85,320	–	–	0.25%	75
2023 Q1	$10.6M	Buy	85,320 +76,000	+815%	+$9.56M	0.25%	77
2022 Q4	$1.17M	Buy	+9,320	New	+$1.15M	0.03%	88
2022 Q3	–	Sell	-100,370	Closed	-$11.9M	–	96
2022 Q2	$11.9M	Buy	+100,370	New	+$12.5M	0.25%	76

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Nan Shan Life Insurance's SDY Position: Q1 2026 in Review

Nan Shan Life Insurance sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2026, closing a stake of 247,496 shares — an estimated $34.4M sold.

Nan Shan Life Insurance first reported a position in SDY in Q2 2022 and held it in 11 quarters. The position peaked at $45.5M in Q2 2024. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Nan Shan Life Insurance reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2026 after selling out during the quarter.
Nan Shan Life Insurance sold 247,496 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $34.4M.
Nan Shan Life Insurance first reported a position in State Street SPDR S&P Dividend ETF in Q2 2022 and held it in 11 quarters.
Nan Shan Life Insurance's State Street SPDR S&P Dividend ETF position peaked at $45.5M in Q2 2024.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Nan Shan Life Insurance's 13F filing for Q1 2026, filed 14 May 2026.