American National Bank & Trust’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

American National Bank & Trust’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	$275K	Sell	1,806 -205	-10%	-$30.5K	0.02%	211
2026 Q1	$293K	Sell	2,011 -150	-7%	-$22.4K	0.03%	194
2025 Q4	$301K	Sell	2,161 -131	-6%	-$18.2K	0.03%	200
2025 Q3	$321K	Hold	2,292	–	–	0.03%	192
2025 Q2	$311K	Sell	2,292 -513	-18%	-$68K	0.03%	214
2025 Q1	$381K	Buy	2,805 +104	+4%	+$14K	0.04%	172
2024 Q4	$357K	Sell	2,701 -450	-14%	-$62.8K	0.04%	173
2024 Q3	$448K	Sell	3,151 -309	-9%	-$41.8K	0.05%	139
2024 Q2	$440K	Sell	3,460 -100	-3%	-$12.9K	0.05%	144
2024 Q1	$467K	Hold	3,560	–	–	0.06%	142
2023 Q4	$445K	Hold	3,560	–	–	0.07%	127
2023 Q3	$409K	Sell	3,560 -556	-14%	-$67.9K	0.07%	126
2023 Q2	$505K	Buy	4,116 +616	+18%	+$75.2K	0.08%	109
2023 Q1	$433K	Hold	3,500	–	–	0.08%	115
2022 Q4	$438K	Buy	3,500 +190	+6%	+$23.5K	0.09%	106
2022 Q3	$369K	Buy	3,310 +3,210	+3,210%	+$395K	0.09%	103
2022 Q2	$12K	Hold	100	–	–	﹤0.01%	284
2022 Q1	$13K	Hold	100	–	–	﹤0.01%	290
2021 Q4	$13K	Hold	100	–	–	﹤0.01%	266
2021 Q3	$12K	Hold	100	–	–	﹤0.01%	237
2021 Q2	$12K	Hold	100	–	–	﹤0.01%	225
2021 Q1	$12K	Hold	100	–	–	﹤0.01%	194
2020 Q4	$11K	Hold	100	–	–	﹤0.01%	182
2020 Q3	$9K	Hold	100	–	–	﹤0.01%	185
2020 Q2	$9K	Hold	100	–	–	﹤0.01%	179
2020 Q1	$8K	Hold	100	–	–	﹤0.01%	171
2019 Q4	$11K	Hold	100	–	–	﹤0.01%	170
2019 Q3	$10K	Sell	100 -750	-88%	-$75.6K	﹤0.01%	158
2019 Q2	$86K	Sell	850 -250	-23%	-$25K	0.03%	107
2019 Q1	$109K	Hold	1,100	–	–	0.03%	110
2018 Q4	$98K	Hold	1,100	–	–	0.04%	105
2018 Q3	$108K	Hold	1,100	–	–	0.03%	122
2018 Q2	$102K	Hold	1,100	–	–	0.03%	133
2018 Q1	$100K	Hold	1,100	–	–	0.03%	134
2017 Q4	$104K	Hold	1,100	–	–	0.03%	130
2017 Q3	$100K	Hold	1,100	–	–	0.03%	125
2017 Q2	$98K	Hold	1,100	–	–	0.03%	125
2017 Q1	$97K	Hold	1,100	–	–	0.03%	128
2016 Q4	$94K	Hold	1,100	–	–	0.03%	125
2016 Q3	$93K	Hold	1,100	–	–	0.03%	112
2016 Q2	$92K	Buy	+1,100	New	+$89.4K	0.03%	114

Other funds holding SDY

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

WFM

Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

RPWA

Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

CFS

CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

American National Bank & Trust's SDY Position: Q2 2026 in Review

American National Bank & Trust reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 10% in Q2 2026, selling an estimated $30.5K and leaving 1,806 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #211.

American National Bank & Trust first reported a position in SDY in Q2 2016 and has held it in 41 quarters since. The position peaked at $505K in Q2 2023. 436 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

American National Bank & Trust held 1,806 shares of State Street SPDR S&P Dividend ETF worth $275K as of Q2 2026.
American National Bank & Trust sold 205 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $30.5K.
State Street SPDR S&P Dividend ETF made up 0.02% of American National Bank & Trust's portfolio in Q2 2026, its #211 holding.
American National Bank & Trust first reported a position in State Street SPDR S&P Dividend ETF in Q2 2016 and has held it in 41 quarters since.
American National Bank & Trust's State Street SPDR S&P Dividend ETF position peaked at $505K in Q2 2023.
436 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on American National Bank & Trust's 13F filing for Q2 2026, filed 22 Jul 2026.