Hexagon Capital Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Hexagon Capital Partners’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 Q2	–	Sell	-11	Closed	-$1.44K	–	1414
2025 Q1	$1.44K	Hold	11	–	–	﹤0.01%	1479
2024 Q4	$1.4K	Hold	11	–	–	﹤0.01%	1485
2024 Q3	$1.51K	Hold	11	–	–	﹤0.01%	1276
2024 Q2	$1.34K	Buy	11 +1	+10%	+$129	﹤0.01%	1230
2024 Q1	$1.38K	Sell	10 -42	-81%	-$5.27K	﹤0.01%	1225
2023 Q4	$6.43K	Buy	52 +1	+2%	+$117	﹤0.01%	920
2023 Q3	$5.9K	Hold	51	–	–	﹤0.01%	873
2023 Q2	$6.27K	Hold	51	–	–	﹤0.01%	853
2023 Q1	$6.31K	Hold	51	–	–	﹤0.01%	846
2022 Q4	$6.37K	Hold	51	–	–	﹤0.01%	853
2022 Q3	$6K	Hold	51	–	–	﹤0.01%	905
2022 Q2	$6K	Buy	51 +4	+9%	+$499	﹤0.01%	773
2022 Q1	$6K	Buy	47 +32	+213%	+$4.04K	﹤0.01%	700
2021 Q4	$2K	Hold	15	–	–	﹤0.01%	777
2021 Q3	$2K	Hold	15	–	–	﹤0.01%	782
2021 Q2	$2K	Buy	+15	New	+$1.85K	﹤0.01%	744

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

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

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

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

Hexagon Capital Partners's SDY Position: Q2 2025 in Review

Hexagon Capital Partners sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2025, closing a stake of 11 shares — an estimated $1.44K sold.

Hexagon Capital Partners first reported a position in SDY in Q2 2021 and held it in 16 quarters. The position peaked at $6.43K in Q4 2023. 1,179 funds tracked by Wall St. Rank hold SDY as of Q2 2025.

Hexagon Capital Partners reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 11 State Street SPDR S&P Dividend ETF shares in Q2 2025, an estimated $1.44K.
Hexagon Capital Partners first reported a position in State Street SPDR S&P Dividend ETF in Q2 2021 and held it in 16 quarters.
Hexagon Capital Partners's State Street SPDR S&P Dividend ETF position peaked at $6.43K in Q4 2023.
1,179 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.