Howland Capital Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Howland Capital 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	$371K	Hold	2,437	–	–	0.01%	230
2026 Q1	$356K	Hold	2,437	–	–	0.01%	229
2025 Q4	$339K	Buy	+2,437	New	+$339K	0.01%	224
2023 Q1	–	Sell	-1,607	Closed	-$201K	–	270
2022 Q4	$201K	Buy	+1,607	New	+$198K	0.01%	252
2022 Q2	–	Sell	-1,607	Closed	-$206K	–	259
2022 Q1	$206K	Hold	1,607	–	–	0.01%	231
2021 Q4	$208K	Buy	+1,607	New	+$200K	0.01%	226
2021 Q2	–	Sell	-2,267	Closed	-$268K	–	243
2021 Q1	$268K	Hold	2,267	–	–	0.01%	202
2020 Q4	$240K	Hold	2,267	–	–	0.01%	208
2020 Q3	$209K	Hold	2,267	–	–	0.01%	203
2020 Q2	$207K	Buy	+2,267	New	+$199K	0.01%	200
2020 Q1	–	Sell	-2,307	Closed	-$248K	–	214
2019 Q4	$248K	Sell	2,307 -140	-6%	-$14.7K	0.02%	196
2019 Q3	$251K	Buy	2,447 +80	+3%	+$8.07K	0.02%	183
2019 Q2	$239K	Hold	2,367	–	–	0.02%	182
2019 Q1	$235K	Hold	2,367	–	–	0.02%	186
2018 Q4	$212K	Sell	2,367 -204	-8%	-$19.2K	0.02%	190
2018 Q3	$252K	Sell	2,571 -150	-6%	-$14.5K	0.02%	196
2018 Q2	$252K	Sell	2,721 -100	-4%	-$9.21K	0.02%	201
2018 Q1	$257K	Sell	2,821 -50	-2%	-$4.67K	0.02%	199
2017 Q4	$271K	Sell	2,871 -10	-0.3%	-$937	0.02%	197
2017 Q3	$263K	Hold	2,881	–	–	0.02%	195
2017 Q2	$256K	Hold	2,881	–	–	0.02%	196
2017 Q1	$254K	Sell	2,881 -200	-6%	-$17.5K	0.02%	195
2016 Q4	$264K	Hold	3,081	–	–	0.02%	180
2016 Q3	$260K	Hold	3,081	–	–	0.02%	184
2016 Q2	$259K	Hold	3,081	–	–	0.02%	177
2016 Q1	$246K	Hold	3,081	–	–	0.03%	180
2015 Q4	$227K	Hold	3,081	–	–	0.02%	187
2015 Q3	$222K	Hold	3,081	–	–	0.02%	181
2015 Q2	$235K	Hold	3,081	–	–	0.02%	180
2015 Q1	$241K	Hold	3,081	–	–	0.02%	180
2014 Q4	$243K	Sell	3,081 -40	-1%	-$3.13K	0.02%	181
2014 Q3	$234K	Hold	3,121	–	–	0.02%	180
2014 Q2	$239K	Buy	+3,121	New	+$234K	0.02%	173

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

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

VAG

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Howland Capital Management's SDY Position: Q2 2026 in Review

Howland Capital Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 2,437 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #230.

Howland Capital Management first reported a position in SDY in Q2 2014 and has held it in 33 quarters since. 262 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Howland Capital Management held 2,437 shares of State Street SPDR S&P Dividend ETF worth $371K as of Q2 2026.
Howland Capital Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.01% of Howland Capital Management's portfolio in Q2 2026, its #230 holding.
Howland Capital Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2014 and has held it in 33 quarters since.
262 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Howland Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.