Tufton Capital Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Tufton Capital Management’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	10,716 -655	-6%	-$97.6K	0.27%	65
2026 Q1	$1.66M	Buy	11,371 +6	+0.1%	+$894	0.3%	62
2025 Q4	$1.58M	Sell	11,365 -930	-8%	-$129K	0.28%	63
2025 Q3	$1.72M	Buy	12,295 +1,112	+10%	+$155K	0.31%	64
2025 Q2	$1.52M	Sell	11,183 -235	-2%	-$31.2K	0.29%	66
2025 Q1	$1.55M	Sell	11,418 -530	-4%	-$71.3K	0.3%	66
2024 Q4	$1.58M	Sell	11,948 -617	-5%	-$86.2K	0.3%	64
2024 Q3	$1.78M	Buy	12,565 +8	+0.1%	+$1.08K	0.33%	64
2024 Q2	$1.6M	Sell	12,557 -28	-0.2%	-$3.61K	0.31%	64
2024 Q1	$1.65M	Buy	12,585 +1,027	+9%	+$129K	0.32%	64
2023 Q4	$1.44M	Sell	11,558 -302	-3%	-$35.5K	0.3%	65
2023 Q3	$1.36M	Buy	11,860 +451	+4%	+$55K	0.3%	63
2023 Q2	$1.4M	Hold	11,409	–	–	0.3%	63
2023 Q1	$1.41M	Sell	11,409 -173	-1%	-$21.8K	0.31%	62
2022 Q4	$1.45M	Sell	11,582 -155	-1%	-$19.1K	0.32%	63
2022 Q3	$1.31M	Sell	11,737 -90	-0.8%	-$11.1K	0.32%	64
2022 Q2	$1.4M	Sell	11,827 -25	-0.2%	-$3.12K	0.26%	64
2022 Q1	$1.52M	Sell	11,852 -825	-7%	-$104K	0.25%	65
2021 Q4	$1.64M	Sell	12,677 -2,126	-14%	-$265K	0.25%	66
2021 Q3	$1.74M	Buy	14,803 +90	+0.6%	+$11K	0.29%	61
2021 Q2	$1.8M	Sell	14,713 -271	-2%	-$33.5K	0.3%	60
2021 Q1	$1.77M	Sell	14,984 -2,920	-16%	-$327K	0.3%	61
2020 Q4	$1.9M	Buy	17,904 +2,713	+18%	+$275K	0.35%	57
2020 Q3	$1.4M	Sell	15,191 -1,270	-8%	-$120K	0.29%	59
2020 Q2	$1.5M	Buy	16,461 +970	+6%	+$85.3K	0.33%	61
2020 Q1	$1.24M	Buy	15,491 +15	+0.1%	+$1.48K	0.32%	59
2019 Q4	$1.66M	Sell	15,476 -580	-4%	-$60.9K	0.33%	58
2019 Q3	$1.65M	Sell	16,056 -86	-0.5%	-$8.67K	0.35%	59
2019 Q2	$1.63M	Sell	16,142 -918	-5%	-$91.8K	0.34%	58
2019 Q1	$1.7M	Buy	17,060 +1,470	+9%	+$141K	0.36%	60
2018 Q4	$1.4M	Sell	15,590 -1,140	-7%	-$108K	0.34%	61
2018 Q3	$1.64M	Buy	16,730 +12	+0.1%	+$1.16K	0.35%	64
2018 Q2	$1.55M	Buy	16,718 +136	+0.8%	+$12.5K	0.33%	66
2018 Q1	$1.51M	Buy	16,582 +4,858	+41%	+$454K	0.3%	67
2017 Q4	$1.11M	Buy	11,724 +525	+5%	+$49.2K	0.21%	74
2017 Q3	$1.02M	Buy	11,199 +1,355	+14%	+$121K	0.2%	73
2017 Q2	$875K	Buy	9,844 +1,060	+12%	+$93.9K	0.18%	74
2017 Q1	$774K	Sell	8,784 -175	-2%	-$15.3K	0.15%	75
2016 Q4	$767K	Sell	8,959 -65	-0.7%	-$5.46K	0.16%	74
2016 Q3	$761K	Sell	9,024 -85	-0.9%	-$7.25K	0.15%	73
2016 Q2	$764K	Sell	9,109 -600	-6%	-$48.8K	0.15%	75
2016 Q1	$776K	Buy	9,709 +694	+8%	+$51.4K	0.19%	70
2015 Q4	$663K	Sell	9,015 -1,090	-11%	-$83.1K	0.16%	77
2015 Q3	$729K	Buy	10,105 +3,095	+44%	+$233K	0.16%	76
2015 Q2	$534K	Sell	7,010 -620	-8%	-$48.6K	0.11%	85
2015 Q1	$597K	Buy	7,630 +695	+10%	+$54.5K	0.11%	89
2014 Q4	$546K	Buy	6,935 +2,715	+64%	+$212K	0.1%	93
2014 Q3	$316K	Buy	4,220 +50	+1%	+$3.79K	0.06%	100
2014 Q2	$319K	Sell	4,170 -10	-0.2%	-$749	0.06%	103
2014 Q1	$308K	Buy	4,180 +915	+28%	+$65.8K	0.06%	107
2013 Q4	$237K	Buy	3,265 +210	+7%	+$15.1K	0.05%	109
2013 Q3	$211K	Buy	+3,055	New	+$211K	0.05%	110

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

Tufton Capital Management's SDY Position: Q2 2026 in Review

Tufton Capital Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 5.8% in Q2 2026, selling an estimated $97.6K and leaving 10,716 shares worth $1.63M. The position accounts for 0.27% of the portfolio, ranked #65.

Tufton Capital Management first reported a position in SDY in Q3 2013 and has held it in 52 quarters since. The position peaked at $1.9M in Q4 2020. 649 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Tufton Capital Management held 10,716 shares of State Street SPDR S&P Dividend ETF worth $1.63M as of Q2 2026.
Tufton Capital Management sold 655 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $97.6K.
State Street SPDR S&P Dividend ETF made up 0.27% of Tufton Capital Management's portfolio in Q2 2026, its #65 holding.
Tufton Capital Management first reported a position in State Street SPDR S&P Dividend ETF in Q3 2013 and has held it in 52 quarters since.
Tufton Capital Management's State Street SPDR S&P Dividend ETF position peaked at $1.9M in Q4 2020.
649 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Tufton Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.