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

Hemington 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
2025 Q3	$34K	Hold	249	–	–	﹤0.01%	468
2025 Q2	$33K	Hold	249	–	–	﹤0.01%	450
2025 Q1	$33K	Hold	249	–	–	0.01%	427
2024 Q4	$32K	Hold	249	–	–	0.01%	420
2024 Q3	$34K	Buy	+249	New	+$33.7K	0.01%	377

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hemington Wealth Management's SDY Position: Q3 2025 in Review

Hemington Wealth Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q3 2025 at 249 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

Hemington Wealth Management first reported a position in SDY in Q3 2024 and has held it in 5 quarters since. 1,172 funds tracked by Wall St. Rank hold SDY as of Q3 2025.

Hemington Wealth Management held 249 shares of State Street SPDR S&P Dividend ETF worth $34K as of Q3 2025.
Hemington Wealth Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q3 2025.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #468 holding.
Hemington Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q3 2024 and has held it in 5 quarters since.
1,172 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.