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

Harbour Investments’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 Q1	$4.08M	Buy	27,986 +13,871	+98%	+$2.07M	0.06%	281
2025 Q4	$1.96M	Buy	14,115 +2,461	+21%	+$342K	0.04%	403
2025 Q3	$1.63M	Buy	11,654 +340	+3%	+$47.4K	0.04%	403
2025 Q2	$1.54M	Sell	11,314 -83	-0.7%	-$11K	0.04%	401
2025 Q1	$1.55M	Buy	11,397 +1,436	+14%	+$193K	0.04%	367
2024 Q4	$1.32M	Sell	9,961 -93	-0.9%	-$13K	0.04%	400
2024 Q3	$1.43M	Sell	10,054 -695	-6%	-$94K	0.04%	362
2024 Q2	$1.37M	Buy	10,749 +244	+2%	+$31.4K	0.05%	341
2024 Q1	$1.38M	Buy	10,505 +3,038	+41%	+$381K	0.05%	337
2023 Q4	$933K	Buy	7,467 +840	+13%	+$98.6K	0.04%	378
2023 Q3	$762K	Sell	6,627 -19	-0.3%	-$2.32K	0.04%	390
2023 Q2	$815K	Buy	6,646 +675	+11%	+$82.4K	0.04%	390
2023 Q1	$739K	Buy	5,971 +989	+20%	+$124K	0.04%	383
2022 Q4	$623K	Sell	4,982 -61	-1%	-$7.53K	0.04%	404
2022 Q3	$599K	Hold	5,043	–	–	0.04%	382
2022 Q2	$599K	Buy	+5,043	New	+$629K	0.04%	382
2021 Q4	$686K	Sell	5,313 -14,880	-74%	-$1.85M	0.04%	378
2021 Q3	$2.37M	Sell	20,193 -3,516	-15%	-$431K	0.08%	236
2021 Q2	$2.9M	Buy	23,709 +618	+3%	+$76.4K	0.09%	205
2021 Q1	$2.73M	Buy	+23,091	New	+$2.59M	0.1%	195

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Harbour Investments's SDY Position: Q1 2026 in Review

Harbour Investments increased its State Street SPDR S&P Dividend ETF (SDY) stake by 98% in Q1 2026, buying an estimated $2.07M and bringing the position to 27,986 shares worth $4.08M. The position accounts for 0.06% of the portfolio, ranked #281.

Harbour Investments first reported a position in SDY in Q1 2021 and has held it in 20 quarters since. 1,233 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Harbour Investments held 27,986 shares of State Street SPDR S&P Dividend ETF worth $4.08M as of Q1 2026.
Harbour Investments bought 13,871 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $2.07M.
State Street SPDR S&P Dividend ETF made up 0.06% of Harbour Investments's portfolio in Q1 2026, its #281 holding.
Harbour Investments first reported a position in State Street SPDR S&P Dividend ETF in Q1 2021 and has held it in 20 quarters since.
1,233 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.