Halbert Hargrove Global Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Halbert Hargrove Global Advisors’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	$114K	Hold	749	–	–	﹤0.01%	145
2026 Q1	$109K	Hold	749	–	–	0.01%	137
2025 Q4	$104K	Hold	749	–	–	﹤0.01%	136
2025 Q3	$105K	Sell	749 -277	-27%	-$38.6K	0.01%	141
2025 Q2	$139K	Buy	1,026 +128	+14%	+$17K	0.01%	101
2025 Q1	$122K	Hold	898	–	–	0.01%	107
2024 Q4	$119K	Buy	+898	New	+$125K	0.01%	107

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

Halbert Hargrove Global Advisors's SDY Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 749 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #145.

Halbert Hargrove Global Advisors first reported a position in SDY in Q4 2024 and has held it in 7 quarters since. The position peaked at $139K in Q2 2025. 1,238 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Halbert Hargrove Global Advisors held 749 shares of State Street SPDR S&P Dividend ETF worth $114K as of Q2 2026.
Halbert Hargrove Global Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #145 holding.
Halbert Hargrove Global Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Halbert Hargrove Global Advisors's State Street SPDR S&P Dividend ETF position peaked at $139K in Q2 2025.
1,238 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.