Harbor Asset Planning’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Harbor Asset Planning’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	$612K	Buy	4,019 +26	+0.7%	+$3.87K	0.46%	49
2026 Q1	$583K	Buy	3,993 +23	+0.6%	+$3.43K	0.49%	50
2025 Q4	$552K	Buy	3,970 +29	+0.7%	+$4.04K	0.47%	50
2025 Q3	$552K	Buy	3,941 +24	+0.6%	+$3.35K	0.49%	52
2025 Q2	$532K	Buy	+3,917	New	+$519K	0.51%	50

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 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

Harbor Asset Planning's SDY Position: Q2 2026 in Review

Harbor Asset Planning increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.65% in Q2 2026, buying an estimated $3.87K and bringing the position to 4,019 shares worth $612K. The position accounts for 0.46% of the portfolio, ranked #49.

Harbor Asset Planning first reported a position in SDY in Q2 2025 and has held it in 5 quarters since. 436 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Harbor Asset Planning held 4,019 shares of State Street SPDR S&P Dividend ETF worth $612K as of Q2 2026.
Harbor Asset Planning bought 26 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $3.87K.
State Street SPDR S&P Dividend ETF made up 0.46% of Harbor Asset Planning's portfolio in Q2 2026, its #49 holding.
Harbor Asset Planning first reported a position in State Street SPDR S&P Dividend ETF in Q2 2025 and has held it in 5 quarters since.
436 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.