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Hanlon Investment Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Hanlon 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
2025
Q3 		– Sell
-2,461
Closed -$334K – 202
2025
Q2 		$334K Sell
2,461
-39
-2% -$5.17K 0.24% 130
2025
Q1 		$339K Sell
2,500
-1,730
-41% -$233K 0.26% 121
2024
Q4 		$559K Buy
+4,230
New +$591K 0.15% 94
2023
Q1 		– Sell
-1,692
Closed -$212K – 148
2022
Q4 		$212K Buy
+1,692
New +$209K 0.07% 112
2022
Q2 		– Sell
-86,777
Closed -$11.1M – 127
2022
Q1 		$11.1M Sell
86,777
-5,206
-6% -$658K 2.4% 13
2021
Q4 		$11.9M Buy
91,983
+11,423
+14% +$1.42M 2.3% 11
2021
Q3 		$9.47M Sell
80,560
-527
-0.6% -$64.5K 1.96% 16
2021
Q2 		$9.91M Sell
81,087
-2,434
-3% -$301K 2.03% 15
2021
Q1 		$9.86M Sell
83,521
-2,200
-3% -$247K 2.16% 15
2020
Q4 		$9.08M Sell
85,721
-9,864
-10% -$998K 1.93% 15
2020
Q3 		$8.83M Buy
95,585
+78,725
+467% +$7.42M 2.73% 8
2020
Q2 		$1.54M Buy
16,860
+1,416
+9% +$124K 0.45% 34
2020
Q1 		$1.23M Buy
+15,444
New +$1.52M 0.79% 25

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hanlon Investment Management's SDY Position: Q3 2025 in Review

Hanlon Investment Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2025, closing a stake of 2,461 shares — an estimated $334K sold.

Hanlon Investment Management first reported a position in SDY in Q1 2020 and held it in 13 quarters. The position peaked at $11.9M in Q4 2021. 1,172 funds tracked by Wall St. Rank hold SDY as of Q3 2025.

  • Hanlon Investment Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2025 after selling out during the quarter.
  • Hanlon Investment Management sold 2,461 State Street SPDR S&P Dividend ETF shares in Q3 2025, an estimated $334K.
  • Hanlon Investment Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2020 and held it in 13 quarters.
  • Hanlon Investment Management's State Street SPDR S&P Dividend ETF position peaked at $11.9M in Q4 2021.
  • 1,172 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2025.

Based on Hanlon Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.