HBW
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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
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% +$6.97K 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

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hazlett, Burt & Watson's SDY Position: Q1 2026 in Review

Hazlett, Burt & Watson reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.7% in Q1 2026, selling an estimated $15.3K and leaving 6,053 shares worth $882K. The position accounts for 0.28% of the portfolio, ranked #89.

Hazlett, Burt & Watson first reported a position in SDY in Q1 2022 and has held it in 17 quarters since. 1,234 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • Hazlett, Burt & Watson held 6,053 shares of State Street SPDR S&P Dividend ETF worth $882K as of Q1 2026.
  • Hazlett, Burt & Watson sold 103 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $15.3K.
  • State Street SPDR S&P Dividend ETF made up 0.28% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #89 holding.
  • Hazlett, Burt & Watson first reported a position in State Street SPDR S&P Dividend ETF in Q1 2022 and has held it in 17 quarters since.
  • 1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.