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

Grove 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	$88.6K	Hold	582	–	–	0.01%	363
2026 Q1	$84.9K	Hold	582	–	–	0.01%	364
2025 Q4	$81K	Hold	582	–	–	0.01%	363
2025 Q3	$81.5K	Hold	582	–	–	0.01%	360
2025 Q2	$79K	Hold	582	–	–	0.01%	367
2025 Q1	$79K	Hold	582	–	–	0.01%	345
2024 Q4	$76.9K	Hold	582	–	–	0.01%	320
2024 Q3	$82.7K	Hold	582	–	–	0.01%	312
2024 Q2	$74K	Hold	582	–	–	0.01%	311
2024 Q1	$76.4K	Hold	582	–	–	0.01%	319
2023 Q4	$72.7K	Hold	582	–	–	0.01%	314
2023 Q3	$66.9K	Hold	582	–	–	0.01%	329
2023 Q2	$71.3K	Hold	582	–	–	0.01%	329
2023 Q1	$72K	Hold	582	–	–	0.02%	331
2022 Q4	$73K	Buy	+582	New	+$71.9K	0.02%	322

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Grove Bank & Trust held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 582 shares worth $88.6K. The position accounts for 0.01% of the portfolio, ranked #363.

Grove Bank & Trust first reported a position in SDY in Q4 2022 and has held it in 15 quarters since. 1,234 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Grove Bank & Trust held 582 shares of State Street SPDR S&P Dividend ETF worth $88.6K as of Q2 2026.
Grove 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 Grove Bank & Trust's portfolio in Q2 2026, its #363 holding.
Grove Bank & Trust first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 15 quarters since.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.