Colonial Trust Advisors’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
2026
Q1
$32.9K Buy
226
+2
+0.9% +$298 ﹤0.01% 395
2025
Q4
$31.2K Buy
224
+1
+0.4% +$139 ﹤0.01% 399
2025
Q3
$31.2K Buy
223
+2
+0.9% +$279 ﹤0.01% 387
2025
Q2
$30K Buy
221
+1
+0.5% +$133 ﹤0.01% 397
2025
Q1
$29.8K Buy
220
+1
+0.5% +$134 ﹤0.01% 395
2024
Q4
$28.9K Buy
+219
New +$30.6K ﹤0.01% 372
2024
Q2
Sell
-214
Closed -$28.1K 984
2024
Q1
$28.1K Buy
214
+1
+0.5% +$125 ﹤0.01% 411
2023
Q4
$26.6K Buy
213
+2
+0.9% +$235 ﹤0.01% 387
2023
Q3
$24.3K Buy
211
+1
+0.5% +$122 ﹤0.01% 404
2023
Q2
$25.7K Buy
210
+1
+0.5% +$122 ﹤0.01% 408
2023
Q1
$25.8K Buy
209
+2
+1% +$252 ﹤0.01% 402
2022
Q4
$25.9K Buy
+207
New +$25.6K ﹤0.01% 403

Other funds holding SDY

Colonial Trust Advisors's SDY Position: Q1 2026 in Review

Colonial Trust Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.89% in Q1 2026, buying an estimated $298 and bringing the position to 226 shares worth $32.9K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Colonial Trust Advisors first reported a position in SDY in Q4 2022 and has held it in 12 quarters since. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • Colonial Trust Advisors held 226 shares of State Street SPDR S&P Dividend ETF worth $32.9K as of Q1 2026.
  • Colonial Trust Advisors bought 2 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $298.
  • State Street SPDR S&P Dividend ETF made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #395 holding.
  • Colonial Trust Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 12 quarters since.
  • 1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.