H&H Retirement Design & Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

H&H Retirement Design & 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	$2.04M	Sell	12,925 -129	-1%	-$19.2K	0.93%	22
2026 Q1	$1.95M	Buy	13,054 +48	+0.4%	+$7.15K	0.91%	23
2025 Q4	$1.94M	Buy	13,006 +1,313	+11%	+$183K	0.99%	23
2025 Q3	$1.61M	Buy	11,693 +152	+1%	+$21.2K	0.85%	24
2025 Q2	$1.6M	Buy	11,541 +1,444	+14%	+$191K	0.88%	24
2025 Q1	$1.29M	Sell	10,097 -108	-1%	-$14.5K	0.86%	25
2024 Q4	$1.39M	Buy	10,205 +413	+4%	+$57.7K	0.85%	25
2024 Q3	$1.4M	Sell	9,792 -195	-2%	-$26.4K	0.82%	25
2024 Q2	$1.32M	Buy	9,987 +116	+1%	+$14.9K	0.82%	26
2024 Q1	$1.26M	Buy	9,871 +915	+10%	+$115K	0.83%	26
2023 Q4	$1.1M	Buy	8,956 +514	+6%	+$60.3K	0.7%	27
2023 Q3	$960K	Sell	8,442 -66	-0.8%	-$8.06K	0.66%	28
2023 Q2	$1.05M	Buy	8,508 +263	+3%	+$32.1K	0.7%	28
2023 Q1	$1.02M	Buy	+8,245	New	+$1.04M	0.65%	28

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JIC

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

H&H Retirement Design & Management's SDY Position: Q2 2026 in Review

H&H Retirement Design & Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.99% in Q2 2026, selling an estimated $19.2K and leaving 12,925 shares worth $2.04M. The position accounts for 0.93% of the portfolio, ranked #22.

H&H Retirement Design & Management first reported a position in SDY in Q1 2023 and has held it in 14 quarters since. 1,235 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

H&H Retirement Design & Management held 12,925 shares of State Street SPDR S&P Dividend ETF worth $2.04M as of Q2 2026.
H&H Retirement Design & Management sold 129 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $19.2K.
State Street SPDR S&P Dividend ETF made up 0.93% of H&H Retirement Design & Management's portfolio in Q2 2026, its #22 holding.
H&H Retirement Design & Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2023 and has held it in 14 quarters since.
1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.