Vanguard Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Vanguard Group’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 Q4	$1.9M	Sell	13,649 -1,110	-8%	-$154K	﹤0.01%	3574
2025 Q3	$2.07M	Buy	14,759 +699	+5%	+$97.5K	﹤0.01%	3571
2025 Q2	$1.91M	Buy	14,060 +700	+5%	+$92.8K	﹤0.01%	3548
2025 Q1	$1.81M	Buy	13,360 +59	+0.4%	+$7.93K	﹤0.01%	3520
2024 Q4	$1.76M	Sell	13,301 -503,212	-97%	-$70.3M	﹤0.01%	3606
2024 Q3	$73.4M	Buy	516,513 +46	+0%	+$6.22K	﹤0.01%	2020
2024 Q2	$65.7M	Sell	516,467 -51	-0%	-$6.57K	﹤0.01%	2040
2024 Q1	$67.8M	Buy	516,518 +1,210	+0.2%	+$152K	﹤0.01%	2039
2023 Q4	$64.4M	Buy	515,308 +273	+0.1%	+$32K	﹤0.01%	2079
2023 Q3	$59.2M	Hold	515,035	–	–	﹤0.01%	2052
2023 Q2	$63.1M	Hold	515,035	–	–	﹤0.01%	2085
2023 Q1	$63.7M	Buy	+515,035	New	+$64.8M	﹤0.01%	2054

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

Vanguard Group's SDY Position: Q4 2025 in Review

Vanguard Group reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 7.5% in Q4 2025, selling an estimated $154K and leaving 13,649 shares worth $1.9M. The position accounts for ﹤0.01% of the portfolio, ranked #3574.

Vanguard Group first reported a position in SDY in Q1 2023 and has held it in 12 quarters since. The position peaked at $73.4M in Q3 2024. 1,234 funds tracked by Wall St. Rank hold SDY as of Q4 2025.

Vanguard Group held 13,649 shares of State Street SPDR S&P Dividend ETF worth $1.9M as of Q4 2025.
Vanguard Group sold 1,110 State Street SPDR S&P Dividend ETF shares in Q4 2025, an estimated $154K.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Vanguard Group's portfolio in Q4 2025, its #3574 holding.
Vanguard Group first reported a position in State Street SPDR S&P Dividend ETF in Q1 2023 and has held it in 12 quarters since.
Vanguard Group's State Street SPDR S&P Dividend ETF position peaked at $73.4M in Q3 2024.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2025.

Based on Vanguard Group's 13F filing for Q4 2025, filed 29 Jan 2026.