Financial Planning Hawaii’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Financial Planning Hawaii’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	$3.74M	Sell	24,602 -263	-1%	-$39.2K	2.01%	9
2026 Q1	$3.63M	Sell	24,865 -207	-0.8%	-$30.8K	2.14%	6
2025 Q4	$3.49M	Buy	+25,072	New	+$3.49M	2.01%	7

Other funds holding SDY

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

1SB

1ST Source Bank South Bend, Indiana $2.21B AUM 28.75% 1-Year Est. Return

JSAM

J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

Financial Planning Hawaii's SDY Position: Q2 2026 in Review

Financial Planning Hawaii reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.1% in Q2 2026, selling an estimated $39.2K and leaving 24,602 shares worth $3.74M. The position accounts for 2.01% of the portfolio, ranked #9.

Financial Planning Hawaii first reported a position in SDY in Q4 2025 and has held it in 3 quarters since. 822 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Financial Planning Hawaii held 24,602 shares of State Street SPDR S&P Dividend ETF worth $3.74M as of Q2 2026.
Financial Planning Hawaii sold 263 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $39.2K.
State Street SPDR S&P Dividend ETF made up 2.01% of Financial Planning Hawaii's portfolio in Q2 2026, its #9 holding.
Financial Planning Hawaii first reported a position in State Street SPDR S&P Dividend ETF in Q4 2025 and has held it in 3 quarters since.
822 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.