HB Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

HB Wealth 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	$13.7M	Buy	89,726 +603	+0.7%	+$89.8K	0.08%	140
2026 Q1	$13M	Sell	89,123 -170	-0.2%	-$25.3K	0.08%	130
2025 Q4	$12.4M	Buy	89,293 +823	+0.9%	+$115K	0.08%	136
2025 Q3	$12.4M	Buy	88,470 +2,927	+3%	+$408K	0.08%	128
2025 Q2	$11.6M	Buy	85,543 +344	+0.4%	+$45.6K	0.09%	116
2025 Q1	$11.6M	Sell	85,199 -2,587	-3%	-$348K	0.1%	116
2024 Q4	$11.6M	Sell	87,786 -2,728	-3%	-$381K	0.12%	87
2024 Q3	$12.9M	Sell	90,514 -4,486	-5%	-$607K	0.14%	79
2024 Q2	$12.1M	Sell	95,000 -3,921	-4%	-$505K	0.14%	74
2024 Q1	$13M	Sell	98,921 -697	-0.7%	-$87.4K	0.16%	68
2023 Q4	$12.4M	Sell	99,618 -15,720	-14%	-$1.85M	0.18%	65
2023 Q3	$13.3M	Sell	115,338 -7,312	-6%	-$892K	0.21%	55
2023 Q2	$15M	Sell	122,650 -5,866	-5%	-$717K	0.24%	46
2023 Q1	$15.9M	Sell	128,516 -492	-0.4%	-$61.9K	0.28%	38
2022 Q4	$16.1M	Buy	129,008 +664	+0.5%	+$82K	0.29%	42
2022 Q3	$14.3M	Sell	128,344 -2,920	-2%	-$360K	0.3%	37
2022 Q2	$15.6M	Buy	131,264 +4,453	+4%	+$555K	0.32%	30
2022 Q1	$16.2M	Buy	126,811 +72,092	+132%	+$9.11M	0.3%	33
2021 Q4	$7.07M	Buy	+54,719	New	+$6.81M	0.14%	62

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

HB Wealth Management's SDY Position: Q2 2026 in Review

HB Wealth Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.68% in Q2 2026, buying an estimated $89.8K and bringing the position to 89,726 shares worth $13.7M. The position accounts for 0.08% of the portfolio, ranked #140.

HB Wealth Management first reported a position in SDY in Q4 2021 and has held it in 19 quarters since. The position peaked at $16.2M in Q1 2022. 1,234 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

HB Wealth Management held 89,726 shares of State Street SPDR S&P Dividend ETF worth $13.7M as of Q2 2026.
HB Wealth Management bought 603 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $89.8K.
State Street SPDR S&P Dividend ETF made up 0.08% of HB Wealth Management's portfolio in Q2 2026, its #140 holding.
HB Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 19 quarters since.
HB Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $16.2M in Q1 2022.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.