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

Investment Management Trust’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	$922K	Sell	6,061 -298	-5%	-$44.4K	0.83%	30
2026 Q1	$928K	Buy	+6,359	New	+$948K	0.9%	29

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JIC

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Investment Management Trust reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 4.7% in Q2 2026, selling an estimated $44.4K and leaving 6,061 shares worth $922K. The position accounts for 0.83% of the portfolio, ranked #30.

Investment Management Trust first reported a position in SDY in Q1 2026 and has held it in 2 quarters since. The position peaked at $928K in Q1 2026. 1,235 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Investment Management Trust held 6,061 shares of State Street SPDR S&P Dividend ETF worth $922K as of Q2 2026.
Investment Management Trust sold 298 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $44.4K.
State Street SPDR S&P Dividend ETF made up 0.83% of Investment Management Trust's portfolio in Q2 2026, its #30 holding.
Investment Management Trust first reported a position in State Street SPDR S&P Dividend ETF in Q1 2026 and has held it in 2 quarters since.
Investment Management Trust's State Street SPDR S&P Dividend ETF position peaked at $928K in Q1 2026.
1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Investment Management Trust's 13F filing for Q2 2026, filed 11 Aug 2026.