Independence Bank of Kentucky’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Independence Bank of Kentucky’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	$3.73M	Hold	24,517	–	–	0.42%	51
2026 Q1	$3.58M	Hold	24,517	–	–	0.45%	49
2025 Q4	$3.41M	Hold	24,517	–	–	0.42%	49
2025 Q3	$3.43M	Hold	24,517	–	–	0.44%	46
2025 Q2	$3.33M	Hold	24,517	–	–	0.47%	39
2025 Q1	$3.33M	Sell	24,517 -227	-0.9%	-$30.5K	0.52%	39
2024 Q4	$3.27M	Buy	24,744 +22,949	+1,278%	+$3.2M	0.5%	42
2024 Q3	$255K	Sell	1,795 -151	-8%	-$20.4K	0.05%	235
2024 Q2	$247K	Buy	1,946 +151	+8%	+$19.5K	0.07%	208
2024 Q1	$236K	Hold	1,795	–	–	0.07%	204
2023 Q4	$224K	Buy	+1,795	New	+$211K	0.08%	193

Other funds holding SDY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Independence Bank of Kentucky's SDY Position: Q2 2026 in Review

Independence Bank of Kentucky held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 24,517 shares worth $3.73M. The position accounts for 0.42% of the portfolio, ranked #51.

Independence Bank of Kentucky first reported a position in SDY in Q4 2023 and has held it in 11 quarters since. 1,033 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Independence Bank of Kentucky held 24,517 shares of State Street SPDR S&P Dividend ETF worth $3.73M as of Q2 2026.
Independence Bank of Kentucky left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.42% of Independence Bank of Kentucky's portfolio in Q2 2026, its #51 holding.
Independence Bank of Kentucky first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 11 quarters since.
1,033 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.