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HBC Financial Services’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

HBC Financial Services’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
2024
Q4 		$6K Hold
50
– – ﹤0.01% 128
2024
Q3 		$6K Buy
+50
New +$6.76K ﹤0.01% 130

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HBC Financial Services's SDY Position: Q4 2024 in Review

HBC Financial Services held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q4 2024 at 50 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #128.

HBC Financial Services first reported a position in SDY in Q3 2024 and has held it in 2 quarters since. 1,194 funds tracked by Wall St. Rank hold SDY as of Q4 2024.

  • HBC Financial Services held 50 shares of State Street SPDR S&P Dividend ETF worth $6K as of Q4 2024.
  • HBC Financial Services left its State Street SPDR S&P Dividend ETF share count unchanged in Q4 2024.
  • State Street SPDR S&P Dividend ETF made up ﹤0.01% of HBC Financial Services's portfolio in Q4 2024, its #128 holding.
  • HBC Financial Services first reported a position in State Street SPDR S&P Dividend ETF in Q3 2024 and has held it in 2 quarters since.
  • 1,194 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.