STAR Financial Bank’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

STAR Financial 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 Q1	$955K	Sell	6,541 -308	-4%	-$45.9K	0.45%	34
2025 Q4	$953K	Sell	6,849 -432	-6%	-$60.1K	0.49%	37
2025 Q3	$1.02M	Sell	7,281 -640	-8%	-$89.3K	0.6%	33
2025 Q2	$1.08M	Buy	7,921 +1,807	+30%	+$240K	0.68%	40
2025 Q1	$830K	Sell	6,114 -1,494	-20%	-$201K	0.61%	42
2024 Q4	$1.01M	Hold	7,608	–	–	0.72%	32
2024 Q3	$1.08M	Buy	7,608 +115	+2%	+$15.6K	0.73%	39
2024 Q2	$953K	Sell	7,493 -4,276	-36%	-$551K	0.73%	42
2024 Q1	$1.54M	Sell	11,769 -220	-2%	-$27.6K	1.32%	20
2023 Q4	$1.5M	Hold	11,989	–	–	1.36%	18
2023 Q3	$1.38M	Sell	11,989 -1,735	-13%	-$212K	1.41%	19
2023 Q2	$1.68M	Sell	13,724 -943	-6%	-$115K	1.57%	13
2023 Q1	$1.81M	Sell	14,667 -667	-4%	-$83.9K	1.77%	11
2022 Q4	$1.92M	Buy	+15,334	New	+$1.89M	1.9%	9

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

STAR Financial Bank's SDY Position: Q1 2026 in Review

STAR Financial Bank reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 4.5% in Q1 2026, selling an estimated $45.9K and leaving 6,541 shares worth $955K. The position accounts for 0.45% of the portfolio, ranked #34.

STAR Financial Bank first reported a position in SDY in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.92M in Q4 2022. 1,235 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

STAR Financial Bank held 6,541 shares of State Street SPDR S&P Dividend ETF worth $955K as of Q1 2026.
STAR Financial Bank sold 308 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $45.9K.
State Street SPDR S&P Dividend ETF made up 0.45% of STAR Financial Bank's portfolio in Q1 2026, its #34 holding.
STAR Financial Bank first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 14 quarters since.
STAR Financial Bank's State Street SPDR S&P Dividend ETF position peaked at $1.92M in Q4 2022.
1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on STAR Financial Bank's 13F filing for Q1 2026, filed 8 May 2026.