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

Harbour Trust & Investment Management’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	$1.23M	Sell	8,065 -56	-0.7%	-$8.34K	0.12%	77
2026 Q1	$1.19M	Sell	8,121 -80	-1%	-$11.9K	0.13%	80
2025 Q4	$1.14M	Sell	8,201 -786	-9%	-$109K	0.12%	78
2025 Q3	$1.26M	Sell	8,987 -144	-2%	-$20.1K	0.13%	81
2025 Q2	$1.24M	Sell	9,131 -130	-1%	-$17.2K	0.14%	82
2025 Q1	$1.26M	Sell	9,261 -309	-3%	-$41.6K	0.15%	81
2024 Q4	$1.26M	Sell	9,570 -195	-2%	-$27.2K	0.14%	81
2024 Q3	$1.39M	Sell	9,765 -585	-6%	-$79.1K	0.16%	83
2024 Q2	$1.32M	Sell	10,350 -753	-7%	-$97K	0.16%	85
2024 Q1	$1.46M	Sell	11,103 -1,052	-9%	-$132K	0.18%	82
2023 Q4	$1.52M	Buy	+12,155	New	+$1.43M	0.21%	78

Other funds holding SDY

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

Harbour Trust & Investment Management's SDY Position: Q2 2026 in Review

Harbour Trust & Investment Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.69% in Q2 2026, selling an estimated $8.34K and leaving 8,065 shares worth $1.23M. The position accounts for 0.12% of the portfolio, ranked #77.

Harbour Trust & Investment Management first reported a position in SDY in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.52M in Q4 2023. 647 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Harbour Trust & Investment Management held 8,065 shares of State Street SPDR S&P Dividend ETF worth $1.23M as of Q2 2026.
Harbour Trust & Investment Management sold 56 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $8.34K.
State Street SPDR S&P Dividend ETF made up 0.12% of Harbour Trust & Investment Management's portfolio in Q2 2026, its #77 holding.
Harbour Trust & Investment Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 11 quarters since.
Harbour Trust & Investment Management's State Street SPDR S&P Dividend ETF position peaked at $1.52M in Q4 2023.
647 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Harbour Trust & Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.