Ledyard National Bank’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Ledyard National Bank’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	$1.4M	Sell	9,196 -937	-9%	-$140K	0.11%	114
2026 Q1	$1.48M	Sell	10,133 -627	-6%	-$93.4K	0.13%	101
2025 Q4	$1.5M	Sell	10,760 -1,054	-9%	-$147K	0.13%	98
2025 Q3	$1.65M	Sell	11,814 -363	-3%	-$50.6K	0.15%	92
2025 Q2	$1.65M	Sell	12,177 -388	-3%	-$51.5K	0.16%	93
2025 Q1	$1.7M	Sell	12,565 -666	-5%	-$89.6K	0.17%	89
2024 Q4	$1.75M	Sell	13,231 -776	-6%	-$108K	0.16%	85
2024 Q3	$1.99M	Sell	14,007 -628	-4%	-$84.9K	0.18%	81
2024 Q2	$1.86M	Sell	14,635 -1,714	-10%	-$221K	0.18%	82
2024 Q1	$2.15M	Sell	16,349 -860	-5%	-$108K	0.21%	76
2023 Q4	$2.15M	Sell	17,209 -1,298	-7%	-$152K	0.22%	75
2023 Q3	$2.13M	Sell	18,507 -1,093	-6%	-$133K	0.24%	74
2023 Q2	$2.4M	Sell	19,600 -557	-3%	-$68K	0.26%	75
2023 Q1	$2.49M	Sell	20,157 -485	-2%	-$61K	0.29%	73
2022 Q4	$2.58M	Sell	20,642 -354	-2%	-$43.7K	0.3%	74
2022 Q3	$2.34M	Sell	20,996 -1,479	-7%	-$182K	0.3%	76
2022 Q2	$2.67M	Sell	22,475 -1,046	-4%	-$130K	0.32%	77
2022 Q1	$3.01M	Sell	23,521 -3,755	-14%	-$475K	0.3%	79
2021 Q4	$3.52M	Sell	27,276 -4,782	-15%	-$595K	0.34%	77
2021 Q3	$3.77M	Sell	32,058 -2,084	-6%	-$255K	0.39%	74
2021 Q2	$4.17M	Sell	34,142 -2,055	-6%	-$254K	0.43%	71
2021 Q1	$4.27M	Sell	36,197 -5,858	-14%	-$657K	0.46%	67
2020 Q4	$4.46M	Sell	42,055 -5,937	-12%	-$601K	0.51%	65
2020 Q3	$4.43M	Sell	47,992 -10,538	-18%	-$994K	0.56%	62
2020 Q2	$5.34M	Sell	58,530 -8,021	-12%	-$705K	0.71%	53
2020 Q1	$5.32M	Sell	66,551 -4,070	-6%	-$401K	0.81%	42
2019 Q4	$7.6M	Sell	70,621 -2,635	-4%	-$277K	0.92%	29
2019 Q3	$7.52M	Sell	73,256 -1,105	-1%	-$111K	0.99%	25
2019 Q2	$7.5M	Sell	74,361 -2,008	-3%	-$201K	1%	26
2019 Q1	$7.59M	Sell	76,369 -2,095	-3%	-$201K	1%	25
2018 Q4	$7.02M	Sell	78,464 -892	-1%	-$84.1K	0.93%	25
2018 Q3	$7.77M	Sell	79,356 -2,252	-3%	-$218K	0.88%	31
2018 Q2	$7.57M	Sell	81,608 -2,251	-3%	-$207K	0.9%	31
2018 Q1	$7.65M	Sell	83,859 -4,013	-5%	-$375K	0.93%	29
2017 Q4	$8.3M	Sell	87,872 -512	-0.6%	-$48K	1.01%	26
2017 Q3	$8.07M	Sell	88,384 -3,072	-3%	-$275K	1.07%	23
2017 Q2	$8.13M	Sell	91,456 -6,125	-6%	-$543K	1.17%	20
2017 Q1	$8.6M	Sell	97,581 -900	-0.9%	-$78.7K	1.29%	15
2016 Q4	$8.43M	Sell	98,481 -3,155	-3%	-$265K	1.5%	14
2016 Q3	$8.57M	Sell	101,636 -4,342	-4%	-$370K	1.53%	12
2016 Q2	$8.89M	Sell	105,978 -5,851	-5%	-$476K	1.6%	13
2016 Q1	$8.94M	Sell	111,829 -2,010	-2%	-$149K	1.59%	12
2015 Q4	$8.38M	Sell	113,839 -6,499	-5%	-$495K	1.51%	12
2015 Q3	$8.68M	Sell	120,338 -320	-0.3%	-$24.1K	1.67%	12
2015 Q2	$9.2M	Sell	120,658 -3,380	-3%	-$265K	1.61%	11
2015 Q1	$9.7M	Buy	124,038 +24,050	+24%	+$1.89M	1.74%	9
2014 Q4	$7.88M	Sell	99,988 -1,378	-1%	-$108K	1.45%	19
2014 Q3	$7.6M	Sell	101,366 -7,729	-7%	-$587K	1.41%	19
2014 Q2	$8.36M	Sell	109,095 -38,025	-26%	-$2.85M	1.4%	17
2014 Q1	$10.8M	Sell	147,120 -11,547	-7%	-$831K	1.84%	10
2013 Q4	$11.5M	Sell	158,667 -3,980	-2%	-$286K	1.92%	10
2013 Q3	$11.2M	Buy	162,647 +4,914	+3%	+$339K	1.98%	9
2013 Q2	$10.5M	Buy	+157,733	New	+$10.6M	1.94%	12

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

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 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

Ledyard National Bank's SDY Position: Q2 2026 in Review

Ledyard National Bank reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 9.2% in Q2 2026, selling an estimated $140K and leaving 9,196 shares worth $1.4M. The position accounts for 0.11% of the portfolio, ranked #114.

Ledyard National Bank first reported a position in SDY in Q2 2013 and has held it in 53 quarters since. The position peaked at $11.5M in Q4 2013. 649 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Ledyard National Bank held 9,196 shares of State Street SPDR S&P Dividend ETF worth $1.4M as of Q2 2026.
Ledyard National Bank sold 937 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $140K.
State Street SPDR S&P Dividend ETF made up 0.11% of Ledyard National Bank's portfolio in Q2 2026, its #114 holding.
Ledyard National Bank first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and has held it in 53 quarters since.
Ledyard National Bank's State Street SPDR S&P Dividend ETF position peaked at $11.5M in Q4 2013.
649 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Ledyard National Bank's 13F filing for Q2 2026, filed 16 Jul 2026.