Vanguard Personalized Indexing Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,852
Closed -$387K 2024
2025
Q1
$387K Sell
2,852
-200
-7% -$26.9K 0.01% 1233
2024
Q4
$403K Sell
3,052
-103
-3% -$14.4K 0.01% 1212
2024
Q3
$448K Buy
+3,155
New +$427K 0.01% 1142
2023
Q3
Sell
-2,380
Closed -$292K 1542
2023
Q2
$292K Hold
2,380
0.01% 1148
2023
Q1
$294K Buy
+2,380
New +$299K 0.01% 1127

Other funds holding SDY

Vanguard Personalized Indexing Management's SDY Position: Q2 2025 in Review

Vanguard Personalized Indexing Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2025, closing a stake of 2,852 shares — an estimated $387K sold.

Vanguard Personalized Indexing Management first reported a position in SDY in Q1 2023 and held it in 5 quarters. The position peaked at $448K in Q3 2024. 1,179 funds tracked by Wall St. Rank hold SDY as of Q2 2025.

  • Vanguard Personalized Indexing Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2025 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 2,852 State Street SPDR S&P Dividend ETF shares in Q2 2025, an estimated $387K.
  • Vanguard Personalized Indexing Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2023 and held it in 5 quarters.
  • Vanguard Personalized Indexing Management's State Street SPDR S&P Dividend ETF position peaked at $448K in Q3 2024.
  • 1,179 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2025.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2025, filed 25 Jul 2025.