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

Vident Advisory’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 Q1	–	Sell	-4,560	Closed	-$635K	–	1924
2025 Q4	$635K	Sell	4,560 -89	-2%	-$12.4K	0.01%	1023
2025 Q3	$651K	Hold	4,649	–	–	0.01%	1044
2025 Q2	$631K	Hold	4,649	–	–	0.01%	927
2025 Q1	$631K	Buy	4,649 +89	+2%	+$12K	0.01%	909
2024 Q4	$602K	Buy	+4,560	New	+$637K	0.01%	855

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Vident Advisory's SDY Position: Q1 2026 in Review

Vident Advisory sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2026, closing a stake of 4,560 shares — an estimated $635K sold.

Vident Advisory first reported a position in SDY in Q4 2024 and held it in 5 quarters. The position peaked at $651K in Q3 2025. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Vident Advisory reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2026 after selling out during the quarter.
Vident Advisory sold 4,560 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $635K.
Vident Advisory first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and held it in 5 quarters.
Vident Advisory's State Street SPDR S&P Dividend ETF position peaked at $651K in Q3 2025.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.