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

Indiana 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	$576K	Buy	3,786 +317	+9%	+$47.2K	0.16%	100
2026 Q1	$506K	Hold	3,469	–	–	0.16%	101
2025 Q4	$483K	Sell	3,469 -160	-4%	-$22.3K	0.14%	108
2025 Q3	$508K	Hold	3,629	–	–	0.15%	102
2025 Q2	$493K	Sell	3,629 -76	-2%	-$10.1K	0.16%	101
2025 Q1	$503K	Hold	3,705	–	–	0.18%	96
2024 Q4	$489K	Sell	3,705 -285	-7%	-$39.8K	0.17%	99
2024 Q3	$567K	Sell	3,990 -264	-6%	-$35.7K	0.19%	92
2024 Q2	$541K	Buy	4,254 +300	+8%	+$38.6K	0.2%	90
2024 Q1	$519K	Hold	3,954	–	–	0.21%	91
2023 Q4	$494K	Sell	3,954 -99	-2%	-$11.6K	0.22%	91
2023 Q3	$466K	Buy	+4,053	New	+$495K	0.24%	88

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 $43.3B AUM 29.3% 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

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

Indiana Trust & Investment Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 9.1% in Q2 2026, buying an estimated $47.2K and bringing the position to 3,786 shares worth $576K. The position accounts for 0.16% of the portfolio, ranked #100.

Indiana Trust & Investment Management first reported a position in SDY in Q3 2023 and has held it in 12 quarters since. 571 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Indiana Trust & Investment Management held 3,786 shares of State Street SPDR S&P Dividend ETF worth $576K as of Q2 2026.
Indiana Trust & Investment Management bought 317 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $47.2K.
State Street SPDR S&P Dividend ETF made up 0.16% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #100 holding.
Indiana Trust & Investment Management first reported a position in State Street SPDR S&P Dividend ETF in Q3 2023 and has held it in 12 quarters since.
571 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.