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

Crews 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 		$58.9K Buy
387
+60
+18% +$8.94K 0.01% 347
2026
Q1 		$47.7K Hold
327
– – 0.01% 375
2025
Q4 		$45.5K Hold
327
– – 0.01% 374
2025
Q3 		$45.8K Hold
327
– – 0.01% 373
2025
Q2 		$44.4K Hold
327
– – 0.01% 366
2025
Q1 		$44.4K Buy
327
+162
+98% +$21.8K 0.01% 356
2024
Q4 		$21.8K Buy
+165
New +$23K ﹤0.01% 443

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Crews Bank & Trust increased its State Street SPDR S&P Dividend ETF (SDY) stake by 18% in Q2 2026, buying an estimated $8.94K and bringing the position to 387 shares worth $58.9K. The position accounts for 0.01% of the portfolio, ranked #347.

Crews Bank & Trust first reported a position in SDY in Q4 2024 and has held it in 7 quarters since. 1,234 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Crews Bank & Trust held 387 shares of State Street SPDR S&P Dividend ETF worth $58.9K as of Q2 2026.
  • Crews Bank & Trust bought 60 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $8.94K.
  • State Street SPDR S&P Dividend ETF made up 0.01% of Crews Bank & Trust's portfolio in Q2 2026, its #347 holding.
  • Crews Bank & Trust first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.