Harbour Trust & Investment Management’s SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.24M Sell
9,131
-130
-1% -$17.6K 0.14% 82
2025
Q1
$1.26M Sell
9,261
-309
-3% -$41.9K 0.15% 81
2024
Q4
$1.26M Sell
9,570
-195
-2% -$25.8K 0.14% 81
2024
Q3
$1.39M Sell
9,765
-585
-6% -$83.1K 0.16% 83
2024
Q2
$1.32M Sell
10,350
-753
-7% -$95.8K 0.16% 85
2024
Q1
$1.46M Sell
11,103
-1,052
-9% -$138K 0.18% 82
2023
Q4
$1.52M Buy
+12,155
New +$1.52M 0.21% 78