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 Q3	$85.3K	Hold	582	–	–	0.01%	377
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

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

WCM

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Grove Bank & Trust's SDY Position: Q3 2026 in Review

Grove Bank & Trust held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q3 2026 at 582 shares worth $85.3K. The position accounts for 0.01% of the portfolio, ranked #377.

Grove Bank & Trust first reported a position in SDY in Q4 2022 and has held it in 16 quarters since. The position peaked at $88.6K in Q2 2026. 57 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

Grove Bank & Trust held 582 shares of State Street SPDR S&P Dividend ETF worth $85.3K as of Q3 2026.
Grove Bank & Trust left its State Street SPDR S&P Dividend ETF share count unchanged in Q3 2026.
State Street SPDR S&P Dividend ETF made up 0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #377 holding.
Grove Bank & Trust first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 16 quarters since.
Grove Bank & Trust's State Street SPDR S&P Dividend ETF position peaked at $88.6K in Q2 2026.
57 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.