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Alan N. Hoffman Investment Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Alan N. Hoffman Investment 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 		$376K Hold
2,471
– – 0.22% 12
2026
Q1 		$361K Hold
2,471
– – 0.24% 12
2025
Q4 		$344K Hold
2,471
– – 0.19% 11
2025
Q3 		$346K Hold
2,471
– – 0.15% 12
2025
Q2 		$335K Hold
2,471
– – 0.17% 12
2025
Q1 		$335K Hold
2,471
– – 0.17% 11
2024
Q4 		$326K Hold
2,471
– – 0.15% 12
2024
Q3 		$351K Hold
2,471
– – 0.17% 12
2024
Q2 		$314K Hold
2,471
– – 0.16% 12
2024
Q1 		$324K Hold
2,471
– – 0.18% 13
2023
Q4 		$309K Hold
2,471
– – 0.17% 13
2023
Q3 		$284K Sell
2,471
-90
-4% -$11K 0.18% 12
2023
Q2 		$314K Hold
2,561
– – 0.19% 11
2023
Q1 		$317K Hold
2,561
– – 0.22% 9
2022
Q4 		$320K Hold
2,561
– – 0.24% 9
2022
Q3 		$286K Hold
2,561
– – 0.19% 9
2022
Q2 		$304K Sell
2,561
-39
-2% -$4.86K 0.21% 11
2022
Q1 		$333K Hold
2,600
– – 0.17% 12
2021
Q4 		$336K Buy
+2,600
New +$324K 0.17% 12

Other funds holding SDY

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
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
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Alan N. Hoffman Investment Management's SDY Position: Q2 2026 in Review

Alan N. Hoffman Investment Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 2,471 shares worth $376K. The position accounts for 0.22% of the portfolio, ranked #12.

Alan N. Hoffman Investment Management first reported a position in SDY in Q4 2021 and has held it in 19 quarters since. 649 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Alan N. Hoffman Investment Management held 2,471 shares of State Street SPDR S&P Dividend ETF worth $376K as of Q2 2026.
  • Alan N. Hoffman Investment Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P Dividend ETF made up 0.22% of Alan N. Hoffman Investment Management's portfolio in Q2 2026, its #12 holding.
  • Alan N. Hoffman Investment Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 19 quarters since.
  • 649 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Alan N. Hoffman Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.