Harbour Capital Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Harbour Capital Advisors’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	$2.68M	Hold	17,365	–	–	0.49%	55
2026 Q1	$2.56M	Sell	17,365 -390	-2%	-$58.1K	0.49%	55
2025 Q4	$2.49M	Buy	17,755 +50	+0.3%	+$6.96K	0.51%	55
2025 Q3	$2.48M	Buy	17,705 +377	+2%	+$52.6K	0.51%	56
2025 Q2	$2.4M	Sell	17,328 -345	-2%	-$45.8K	0.51%	52
2025 Q1	$2.34M	Buy	17,673 +35	+0.2%	+$4.71K	0.58%	48
2024 Q4	$2.33M	Sell	17,638 -125	-0.7%	-$17.5K	0.52%	55
2024 Q3	$2.5M	Hold	17,763	–	–	0.58%	48
2024 Q2	$2.24M	Hold	17,763	–	–	0.53%	48
2024 Q1	$2.31M	Hold	17,763	–	–	0.57%	44
2023 Q4	$2.21M	Hold	17,763	–	–	0.61%	45
2023 Q3	$2.04M	Hold	17,763	–	–	0.61%	42
2023 Q2	$2.19M	Sell	17,763 -15	-0.1%	-$1.83K	0.64%	43
2023 Q1	$2.2M	Buy	17,778 +63	+0.4%	+$7.93K	0.66%	42
2022 Q4	$2.22M	Sell	17,715 -50	-0.3%	-$6.18K	0.75%	40
2022 Q3	$2.01M	Hold	17,765	–	–	0.7%	42
2022 Q2	$2.11M	Sell	17,765 -150	-0.8%	-$18.7K	0.69%	48
2022 Q1	$2.29M	Sell	17,915 -2,375	-12%	-$300K	0.63%	52
2021 Q4	$2.62M	Sell	20,290 -350	-2%	-$43.6K	0.64%	52
2021 Q3	$2.43M	Sell	20,640 -50	-0.2%	-$6.12K	0.64%	53
2021 Q2	$2.53M	Sell	20,690 -150	-0.7%	-$18.5K	0.68%	49
2021 Q1	$2.46M	Sell	20,840 -50	-0.2%	-$5.61K	0.72%	46
2020 Q4	$2K	Hold	20,890	–	–	1%	44
2020 Q3	$1.93M	Hold	20,890	–	–	0.71%	50
2020 Q2	$1.91M	Sell	20,890 -400	-2%	-$35.2K	0.77%	46
2020 Q1	$1.7M	Sell	21,290 -50	-0.2%	-$4.93K	0.86%	39
2019 Q4	$2.3M	Sell	21,340 -110	-0.5%	-$11.5K	0.88%	33
2019 Q3	$2.2M	Hold	21,450	–	–	0.93%	33
2019 Q2	$2.16M	Sell	21,450 -100	-0.5%	-$10K	0.93%	28
2019 Q1	$2.14M	Hold	21,550	–	–	0.95%	25
2018 Q4	$1.93M	Sell	21,550 -15,645	-42%	-$1.48M	0.96%	24
2018 Q3	$2.72M	Buy	37,195 +15,010	+68%	+$1.45M	1.09%	20
2018 Q2	$2.05M	Sell	22,185 -625	-3%	-$57.5K	0.88%	28
2018 Q1	$2.08M	Sell	22,810 -2,432	-10%	-$227K	0.89%	26
2017 Q4	$2.38M	Sell	25,242 -660	-3%	-$61.8K	0.99%	21
2017 Q3	$2.37M	Sell	25,902 -663	-2%	-$59.4K	1.03%	20
2017 Q2	$2.36M	Sell	26,565 -450	-2%	-$39.9K	1.17%	13
2017 Q1	$2.38M	Buy	+27,015	New	+$2.36M	1.09%	12
2016 Q3	–	Sell	-27,005	Closed	-$2.27M	–	272
2016 Q2	$2.27M	Buy	27,005 +75	+0.3%	+$6.1K	1.27%	11
2016 Q1	$2.15M	Sell	26,930 -375	-1%	-$27.8K	1.22%	10
2015 Q4	$2.01M	Buy	+27,305	New	+$2.08M	1.09%	14
2014 Q1	–	Sell	-23,925	Closed	-$1.74M	–	197
2013 Q4	$1.74M	Sell	23,925 -300	-1%	-$21.6K	1.53%	5
2013 Q3	$1.67M	Buy	24,225 +3,150	+15%	+$217K	1.83%	4
2013 Q2	$1.4M	Buy	+21,075	New	+$1.42M	1.76%	4

Other funds holding SDY

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Harbour Capital Advisors's SDY Position: Q2 2026 in Review

Harbour Capital Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 17,365 shares worth $2.68M. The position accounts for 0.49% of the portfolio, ranked #55.

Harbour Capital Advisors first reported a position in SDY in Q2 2013 and has held it in 44 quarters since. The position peaked at $2.72M in Q3 2018. 310 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Harbour Capital Advisors held 17,365 shares of State Street SPDR S&P Dividend ETF worth $2.68M as of Q2 2026.
Harbour Capital Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.49% of Harbour Capital Advisors's portfolio in Q2 2026, its #55 holding.
Harbour Capital Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and has held it in 44 quarters since.
Harbour Capital Advisors's State Street SPDR S&P Dividend ETF position peaked at $2.72M in Q3 2018.
310 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Harbour Capital Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.