SMBT
SDY icon

Southern Michigan Bank & Trust’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Southern Michigan Bank & 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 		$2.58M Sell
16,921
-361
-2% -$53.8K 0.92% 13
2026
Q1 		$2.52M Buy
+17,282
New +$2.58M 0.97% 13

Other funds holding SDY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Southern Michigan Bank & Trust's SDY Position: Q2 2026 in Review

Southern Michigan Bank & Trust reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 2.1% in Q2 2026, selling an estimated $53.8K and leaving 16,921 shares worth $2.58M. The position accounts for 0.92% of the portfolio, ranked #13.

Southern Michigan Bank & Trust first reported a position in SDY in Q1 2026 and has held it in 2 quarters since. 1,199 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Southern Michigan Bank & Trust held 16,921 shares of State Street SPDR S&P Dividend ETF worth $2.58M as of Q2 2026.
  • Southern Michigan Bank & Trust sold 361 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $53.8K.
  • State Street SPDR S&P Dividend ETF made up 0.92% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #13 holding.
  • Southern Michigan Bank & Trust first reported a position in State Street SPDR S&P Dividend ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,199 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.