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

First United 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 		$22.8K Hold
150
– – 0.01% 295
2026
Q1 		$21.9K Hold
150
– – 0.01% 290
2025
Q4 		$20.9K Hold
150
– – 0.01% 287
2025
Q3 		$21K Sell
150
-20
-12% -$2.79K 0.01% 291
2025
Q2 		$23.1K Hold
170
– – 0.01% 270
2025
Q1 		$23.1K Hold
170
– – 0.01% 273
2024
Q4 		$22.5K Hold
170
– – 0.01% 276
2024
Q3 		$24.1K Sell
170
-4
-2% -$541 0.01% 266
2024
Q2 		$22.1K Hold
174
– – 0.01% 287
2024
Q1 		$22.8K Hold
174
– – 0.01% 296
2023
Q4 		$21.7K Buy
+174
New +$20.4K 0.01% 297

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
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

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

First United Bank & Trust held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 150 shares worth $22.8K. The position accounts for 0.01% of the portfolio, ranked #295.

First United Bank & Trust first reported a position in SDY in Q4 2023 and has held it in 11 quarters since. The position peaked at $24.1K in Q3 2024. 436 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • First United Bank & Trust held 150 shares of State Street SPDR S&P Dividend ETF worth $22.8K as of Q2 2026.
  • First United Bank & Trust left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P Dividend ETF made up 0.01% of First United Bank & Trust's portfolio in Q2 2026, its #295 holding.
  • First United Bank & Trust first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 11 quarters since.
  • First United Bank & Trust's State Street SPDR S&P Dividend ETF position peaked at $24.1K in Q3 2024.
  • 436 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.