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

VeraBank’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 Q2	$1.32M	Sell	8,642 -1,258	-13%	-$187K	0.22%	70
2026 Q1	$1.44M	Hold	9,900	–	–	0.26%	64
2025 Q4	$1.38M	Hold	9,900	–	–	0.25%	66
2025 Q3	$1.39M	Hold	9,900	–	–	0.26%	63
2025 Q2	$1.34M	Buy	+9,900	New	+$1.31M	0.27%	65

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

VeraBank's SDY Position: Q2 2026 in Review

VeraBank reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 13% in Q2 2026, selling an estimated $187K and leaving 8,642 shares worth $1.32M. The position accounts for 0.22% of the portfolio, ranked #70.

VeraBank first reported a position in SDY in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.44M in Q1 2026. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

VeraBank held 8,642 shares of State Street SPDR S&P Dividend ETF worth $1.32M as of Q2 2026.
VeraBank sold 1,258 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $187K.
State Street SPDR S&P Dividend ETF made up 0.22% of VeraBank's portfolio in Q2 2026, its #70 holding.
VeraBank first reported a position in State Street SPDR S&P Dividend ETF in Q2 2025 and has held it in 5 quarters since.
VeraBank's State Street SPDR S&P Dividend ETF position peaked at $1.44M in Q1 2026.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on VeraBank's 13F filing for Q2 2026, filed 6 Aug 2026.