Hazlett, Burt & Watson
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Hazlett, Burt & Watson’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Hazlett, Burt & Watson’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
Q3 		$912K Buy
6,218
+234
+4% +$36.2K 0.24% 111
2026
Q2 		$910K Sell
5,984
-69
-1% -$10.3K 0.24% 111
2026
Q1 		$882K Sell
6,053
-103
-2% -$15.3K 0.28% 89
2025
Q4 		$857K Buy
6,156
+1,080
+21% +$150K 0.27% 87
2025
Q3 		$710K Buy
5,076
+50
+1% +$6.98K 0.25% 95
2025
Q2 		$682K Buy
5,026
+113
+2% +$15K 0.28% 85
2025
Q1 		$667K Sell
4,913
-249
-5% -$33.5K 0.3% 77
2024
Q4 		$681K Buy
5,162
+1,724
+50% +$241K 0.3% 74
2024
Q3 		$488K Sell
3,438
-207
-6% -$28K 0.22% 104
2024
Q2 		$464K Buy
3,645
+492
+16% +$63.4K 0.24% 90
2024
Q1 		$411K Buy
3,153
+277
+10% +$34.8K 0.25% 82
2023
Q4 		$358K Sell
2,876
-336
-10% -$39.4K 0.24% 92
2023
Q3 		$370K Buy
3,212
+846
+36% +$103K 0.28% 78
2023
Q2 		$289K Buy
2,366
+45
+2% +$5.5K 0.22% 97
2023
Q1 		$289K Sell
2,321
-386
-14% -$48.6K 0.24% 96
2022
Q4 		$338K Buy
2,707
+757
+39% +$93.5K 0.3% 74
2022
Q3 		$218K Sell
1,950
-268
-12% -$33K 0.21% 105
2022
Q2 		$264K Buy
2,218
+957
+76% +$119K 0.24% 93
2022
Q1 		$161K Buy
+1,261
New +$159K 0.13% 161

Other funds holding SDY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Joel Isaacson & Co
Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
J. Safra Asset Management
J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

Hazlett, Burt & Watson's SDY Position: Q3 2026 in Review

Hazlett, Burt & Watson increased its State Street SPDR S&P Dividend ETF (SDY) stake by 3.9% in Q3 2026, buying an estimated $36.2K and bringing the position to 6,218 shares worth $912K. The position accounts for 0.24% of the portfolio, ranked #111.

Hazlett, Burt & Watson first reported a position in SDY in Q1 2022 and has held it in 19 quarters since. 790 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

  • Hazlett, Burt & Watson held 6,218 shares of State Street SPDR S&P Dividend ETF worth $912K as of Q3 2026.
  • Hazlett, Burt & Watson bought 234 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $36.2K.
  • State Street SPDR S&P Dividend ETF made up 0.24% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #111 holding.
  • Hazlett, Burt & Watson first reported a position in State Street SPDR S&P Dividend ETF in Q1 2022 and has held it in 19 quarters since.
  • 790 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.