Old Second National Bank of Aurora’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Old Second National Bank of Aurora’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 Q1	–	Sell	-100	Closed	-$13.2K	–	469
2024 Q4	$13.2K	Buy	+100	New	+$14K	﹤0.01%	275
2018 Q1	–	Sell	-233	Closed	-$22K	–	361
2017 Q4	$22K	Hold	233	–	–	0.01%	269
2017 Q3	$21K	Hold	233	–	–	0.01%	263
2017 Q2	$21K	Hold	233	–	–	0.01%	259
2017 Q1	$21K	Hold	233	–	–	0.01%	251
2016 Q4	$20K	Sell	233 -89	-28%	-$7.48K	0.01%	253
2016 Q3	$27K	Hold	322	–	–	0.01%	211
2016 Q2	$27K	Hold	322	–	–	0.01%	209
2016 Q1	$26K	Hold	322	–	–	0.01%	211
2015 Q4	$24K	Hold	322	–	–	0.01%	212
2015 Q3	$23K	Hold	322	–	–	0.01%	210
2015 Q2	$25K	Sell	322 -332	-51%	-$26K	0.01%	214
2015 Q1	$51K	Sell	654 -180	-22%	-$14.1K	0.02%	170
2014 Q4	$66K	Buy	+834	New	+$65.2K	0.03%	141

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Old Second National Bank of Aurora's SDY Position: Q1 2025 in Review

Old Second National Bank of Aurora sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2025, closing a stake of 100 shares — an estimated $13.2K sold.

Old Second National Bank of Aurora first reported a position in SDY in Q4 2014 and held it in 14 quarters. The position peaked at $66K in Q4 2014. 1,173 funds tracked by Wall St. Rank hold SDY as of Q1 2025.

Old Second National Bank of Aurora reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2025 after selling out during the quarter.
Old Second National Bank of Aurora sold 100 State Street SPDR S&P Dividend ETF shares in Q1 2025, an estimated $13.2K.
Old Second National Bank of Aurora first reported a position in State Street SPDR S&P Dividend ETF in Q4 2014 and held it in 14 quarters.
Old Second National Bank of Aurora's State Street SPDR S&P Dividend ETF position peaked at $66K in Q4 2014.
1,173 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2025.

Based on Old Second National Bank of Aurora's 13F filing for Q1 2025, filed 21 Apr 2025.