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 Q3	$592K	Buy	4,044 +25	+0.6%	+$3.87K	0.44%	52
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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Marino Stram & Associates Braintree, Massachusetts $644M AUM 16.65% 1-Year Est. Return

Wolff Financial Management Kalamazoo, Michigan $494M AUM 13.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Regent Peak Wealth Advisors Atlanta, Georgia $577M AUM 20.1% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return

Harbor Asset Planning's SDY Position: Q3 2026 in Review

Harbor Asset Planning increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.62% in Q3 2026, buying an estimated $3.87K and bringing the position to 4,044 shares worth $592K. The position accounts for 0.44% of the portfolio, ranked #52.

Harbor Asset Planning first reported a position in SDY in Q2 2025 and has held it in 6 quarters since. The position peaked at $612K in Q2 2026. 574 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

Harbor Asset Planning held 4,044 shares of State Street SPDR S&P Dividend ETF worth $592K as of Q3 2026.
Harbor Asset Planning bought 25 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $3.87K.
State Street SPDR S&P Dividend ETF made up 0.44% of Harbor Asset Planning's portfolio in Q3 2026, its #52 holding.
Harbor Asset Planning first reported a position in State Street SPDR S&P Dividend ETF in Q2 2025 and has held it in 6 quarters since.
Harbor Asset Planning's State Street SPDR S&P Dividend ETF position peaked at $612K in Q2 2026.
574 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.