Sanibel Captiva Trust Company’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Sanibel Captiva Trust Company’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	$1.63M	Sell	10,736 -93	-0.9%	-$13.9K	0.04%	215
2026 Q1	$1.58M	Buy	10,829 +100	+0.9%	+$14.9K	0.04%	201
2025 Q4	$1.49M	Hold	10,729	–	–	0.04%	203
2025 Q3	$1.5M	Hold	10,729	–	–	0.04%	199
2025 Q2	$1.46M	Sell	10,729 -1,171	-10%	-$155K	0.04%	193
2025 Q1	$1.61M	Sell	11,900 -26	-0.2%	-$3.5K	0.05%	181
2024 Q4	$1.58M	Buy	11,926 +910	+8%	+$127K	0.05%	183
2024 Q3	$1.56M	Buy	11,016 +2,845	+35%	+$385K	0.05%	184
2024 Q2	$1.04M	Hold	8,171	–	–	0.04%	205
2024 Q1	$1.07M	Buy	8,171 +3,800	+87%	+$477K	0.04%	197
2023 Q4	$546K	Buy	+4,371	New	+$513K	0.02%	239

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

Sanibel Captiva Trust Company's SDY Position: Q2 2026 in Review

Sanibel Captiva Trust Company reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.86% in Q2 2026, selling an estimated $13.9K and leaving 10,736 shares worth $1.63M. The position accounts for 0.04% of the portfolio, ranked #215.

Sanibel Captiva Trust Company first reported a position in SDY in Q4 2023 and has held it in 11 quarters since. 1,235 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Sanibel Captiva Trust Company held 10,736 shares of State Street SPDR S&P Dividend ETF worth $1.63M as of Q2 2026.
Sanibel Captiva Trust Company sold 93 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $13.9K.
State Street SPDR S&P Dividend ETF made up 0.04% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #215 holding.
Sanibel Captiva Trust Company first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 11 quarters since.
1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.