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

WhitTier 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	$6.54M	Sell	42,055 -1,980	-4%	-$295K	0.12%	135
2026 Q1	$6.44M	Buy	44,035 +860	+2%	+$128K	0.13%	129
2025 Q4	$6.14M	Sell	43,175 -319	-0.7%	-$44.4K	0.13%	142
2025 Q3	$6.12M	Sell	43,494 -482	-1%	-$67.2K	0.13%	140
2025 Q2	$5.97M	Sell	43,976 -3,242	-7%	-$430K	0.14%	141
2025 Q1	$6.41M	Buy	47,218 +2,837	+6%	+$382K	0.16%	126
2024 Q4	$5.86M	Sell	44,381 -944	-2%	-$132K	0.14%	136
2024 Q3	$6.44M	Sell	45,325 -465	-1%	-$62.9K	0.17%	122
2024 Q2	$5.82M	Sell	45,790 -224	-0.5%	-$28.9K	0.16%	124
2024 Q1	$6.04M	Buy	46,014 +1,660	+4%	+$208K	0.17%	123
2023 Q4	$5.54M	Sell	44,354 -3,350	-7%	-$393K	0.18%	122
2023 Q3	$5.49M	Sell	47,704 -861	-2%	-$105K	0.19%	112
2023 Q2	$5.95M	Sell	48,565 -445	-0.9%	-$54.4K	0.2%	113
2023 Q1	$6.06M	Buy	49,010 +1,332	+3%	+$168K	0.22%	109
2022 Q4	$5.96M	Sell	47,678 -850	-2%	-$105K	0.24%	103
2022 Q3	$5.41M	Buy	48,528 +6	+0%	+$739	0.23%	102
2022 Q2	$5.76M	Buy	48,522 +6,318	+15%	+$788K	0.24%	103
2022 Q1	$5.41M	Sell	42,204 -1,600	-4%	-$202K	0.2%	117
2021 Q4	$5.66M	Sell	43,804 -1,098	-2%	-$137K	0.21%	113
2021 Q3	$5.28M	Sell	44,902 -200	-0.4%	-$24.5K	0.22%	112
2021 Q2	$5.52M	Sell	45,102 -2,833	-6%	-$350K	0.23%	102
2021 Q1	$5.66M	Sell	47,935 -1,235	-3%	-$138K	0.25%	97
2020 Q4	$5.21M	Buy	49,170 +266	+0.5%	+$26.9K	0.26%	92
2020 Q3	$4.52M	Sell	48,904 -858	-2%	-$80.9K	0.26%	96
2020 Q2	$4.54M	Buy	49,762 +3,696	+8%	+$325K	0.29%	87
2020 Q1	$3.68M	Sell	46,066 -1,411	-3%	-$139K	0.28%	89
2019 Q4	$5.11M	Buy	47,477 +217	+0.5%	+$22.8K	0.33%	83
2019 Q3	$4.85M	Sell	47,260 -1,125	-2%	-$113K	0.34%	82
2019 Q2	$4.88M	Sell	48,385 -1,972	-4%	-$197K	0.35%	82
2019 Q1	$5.01M	Sell	50,357 -824	-2%	-$79.2K	0.37%	76
2018 Q4	$4.58M	Hold	51,181	–	–	0.38%	68
2018 Q3	$5.01M	Sell	51,181 -666	-1%	-$64.5K	0.37%	74
2018 Q2	$4.81M	Buy	51,847 +376	+0.7%	+$34.6K	0.38%	73
2018 Q1	$4.69M	Sell	51,471 -5,952	-10%	-$556K	0.38%	71
2017 Q4	$5.43M	Buy	57,423 +108	+0.2%	+$10.1K	0.46%	60
2017 Q3	$5.24M	Sell	57,315 -1,293	-2%	-$116K	0.49%	58
2017 Q2	$5.21M	Sell	58,608 -2,173	-4%	-$193K	0.5%	59
2017 Q1	$5.36M	Buy	60,781 +294	+0.5%	+$25.7K	0.54%	56
2016 Q4	$5.17M	Buy	60,487 +5,667	+10%	+$476K	0.55%	53
2016 Q3	$4.63M	Sell	54,820 -2,584	-5%	-$220K	0.53%	58
2016 Q2	$4.82M	Buy	57,404 +760	+1%	+$61.8K	0.55%	57
2016 Q1	$4.53M	Sell	56,644 -1,339	-2%	-$99.2K	0.53%	59
2015 Q4	$4.26M	Sell	57,983 -3,545	-6%	-$270K	0.5%	59
2015 Q3	$4.44M	Buy	61,528 +369	+0.6%	+$27.8K	0.54%	59
2015 Q2	$4.66M	Sell	61,159 -1,500	-2%	-$118K	0.52%	62
2015 Q1	$4.9M	Buy	62,659 +2,536	+4%	+$199K	0.54%	58
2014 Q4	$4.74M	Buy	60,123 +1,325	+2%	+$104K	0.53%	61
2014 Q3	$4.41M	Buy	58,798 +1,838	+3%	+$140K	0.51%	63
2014 Q2	$4.36M	Sell	56,960 -1,375	-2%	-$103K	0.49%	63
2014 Q1	$4.29M	Buy	58,335 +5,135	+10%	+$369K	0.5%	63
2013 Q4	$3.86M	Buy	53,200 +990	+2%	+$71.2K	0.47%	66
2013 Q3	$3.6M	Sell	52,210 -7,645	-13%	-$528K	0.48%	65
2013 Q2	$3.97M	Buy	+59,855	New	+$4.03M	0.57%	54

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

WhitTier Trust Company's SDY Position: Q2 2026 in Review

WhitTier Trust Company reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 4.5% in Q2 2026, selling an estimated $295K and leaving 42,055 shares worth $6.54M. The position accounts for 0.12% of the portfolio, ranked #135.

WhitTier Trust Company first reported a position in SDY in Q2 2013 and has held it in 53 quarters since. 649 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

WhitTier Trust Company held 42,055 shares of State Street SPDR S&P Dividend ETF worth $6.54M as of Q2 2026.
WhitTier Trust Company sold 1,980 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $295K.
State Street SPDR S&P Dividend ETF made up 0.12% of WhitTier Trust Company's portfolio in Q2 2026, its #135 holding.
WhitTier Trust Company first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and has held it in 53 quarters since.
649 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.