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

Vima LLC’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 		$69.2K Buy
+455
New +$67.8K 0.07% 139
2024
Q2 		– Sell
-546
Closed -$67.5K – 313
2024
Q1 		$67.5K Buy
546
+42
+8% +$5.27K 0.08% 85
2023
Q4 		$63K Buy
+504
New +$59.2K 0.15% 97

Other funds holding SDY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MSA
Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Vima LLC's SDY Position: Q2 2026 in Review

Vima LLC opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q2 2026: 455 shares worth $69.2K. The stake represents 0.07% of the portfolio and ranks #139 among its holdings. This is a return to the name: Vima LLC previously reported a position in SDY as recently as Q1 2024.

Vima LLC first reported a position in SDY in Q4 2023 and has held it in 3 quarters since. 681 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Vima LLC held 455 shares of State Street SPDR S&P Dividend ETF worth $69.2K as of Q2 2026.
  • State Street SPDR S&P Dividend ETF was a new Vima LLC position in Q2 2026.
  • State Street SPDR S&P Dividend ETF made up 0.07% of Vima LLC's portfolio in Q2 2026, its #139 holding.
  • Vima LLC first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 3 quarters since.
  • 681 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Vima LLC's 13F filing for Q2 2026, filed 24 Jul 2026.