United Bank (Virginia)’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

United Bank (Virginia)’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	–	Sell	-4,529	Closed	-$615K	–	138
2025 Q2	$615K	Buy	+4,529	New	+$601K	0.07%	89
2023 Q1	–	Sell	-3,158	Closed	-$395K	–	166
2022 Q4	$395K	Buy	+3,158	New	+$390K	0.06%	108
2021 Q1	–	Sell	-3,203	Closed	-$339K	–	181
2020 Q4	$339K	Sell	3,203 -3,465	-52%	-$351K	0.05%	133
2020 Q3	$616K	Sell	6,668 -16,340	-71%	-$1.54M	0.11%	84
2020 Q2	$2.1M	Sell	23,008 -9,599	-29%	-$844K	0.38%	43
2020 Q1	$2.6M	Sell	32,607 -4,146	-11%	-$409K	0.57%	35
2019 Q4	$3.95M	Sell	36,753 -6,572	-15%	-$690K	0.69%	31
2019 Q3	$4.45M	Buy	43,325 +2,190	+5%	+$221K	0.81%	29
2019 Q2	$4.15M	Buy	41,135 +16,912	+70%	+$1.69M	0.69%	34
2019 Q1	$2.41M	Sell	24,223 -4,660	-16%	-$448K	0.43%	42
2018 Q4	$2.59M	Buy	28,883 +15,453	+115%	+$1.46M	0.54%	39
2018 Q3	$1.31M	Buy	13,430 +2,064	+18%	+$200K	0.28%	53
2018 Q2	$1.05M	Buy	11,366 +6,716	+144%	+$618K	0.24%	53
2018 Q1	$424K	Buy	+4,650	New	+$435K	0.1%	86

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

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

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

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

United Bank (Virginia)'s SDY Position: Q3 2025 in Review

United Bank (Virginia) sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2025, closing a stake of 4,529 shares — an estimated $615K sold.

United Bank (Virginia) first reported a position in SDY in Q1 2018 and held it in 14 quarters. The position peaked at $4.45M in Q3 2019. 1,172 funds tracked by Wall St. Rank hold SDY as of Q3 2025.

United Bank (Virginia) reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2025 after selling out during the quarter.
United Bank (Virginia) sold 4,529 State Street SPDR S&P Dividend ETF shares in Q3 2025, an estimated $615K.
United Bank (Virginia) first reported a position in State Street SPDR S&P Dividend ETF in Q1 2018 and held it in 14 quarters.
United Bank (Virginia)'s State Street SPDR S&P Dividend ETF position peaked at $4.45M in Q3 2019.
1,172 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2025.

Based on United Bank (Virginia)'s 13F filing for Q3 2025, filed 7 Nov 2025.