HHM Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

HHM Wealth Advisors’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	$924K	Hold	6,070	–	–	0.09%	84
2026 Q1	$886K	Buy	6,070 +25	+0.4%	+$3.73K	0.1%	76
2025 Q4	$841K	Hold	6,045	–	–	0.1%	76
2025 Q3	$847K	Sell	6,045 -530	-8%	-$73.9K	0.1%	76
2025 Q2	$892K	Hold	6,575	–	–	0.11%	73
2025 Q1	$892K	Hold	6,575	–	–	0.12%	70
2024 Q4	$869K	Buy	6,575 +147	+2%	+$20.5K	0.12%	70
2024 Q3	$913K	Hold	6,428	–	–	0.13%	67
2024 Q2	$818K	Hold	6,428	–	–	0.12%	68
2024 Q1	$844K	Hold	6,428	–	–	0.14%	58
2023 Q4	$803K	Sell	6,428 -71	-1%	-$8.34K	0.14%	57
2023 Q3	$747K	Hold	6,499	–	–	0.15%	59
2023 Q2	$797K	Hold	6,499	–	–	0.15%	51
2023 Q1	$804K	Buy	6,499 +121	+2%	+$15.2K	0.16%	47
2022 Q4	$798K	Hold	6,378	–	–	0.18%	43
2022 Q3	$711K	Hold	6,378	–	–	0.19%	40
2022 Q2	$757K	Sell	6,378 -515	-7%	-$64.2K	0.19%	44
2022 Q1	$883K	Hold	6,893	–	–	0.21%	40
2021 Q4	$890K	Hold	6,893	–	–	0.21%	39
2021 Q3	$810K	Hold	6,893	–	–	0.22%	40
2021 Q2	$843K	Hold	6,893	–	–	0.23%	37
2021 Q1	$814K	Hold	6,893	–	–	0.25%	32
2020 Q4	$730K	Hold	6,893	–	–	0.25%	34
2020 Q3	$637K	Hold	6,893	–	–	0.25%	35
2020 Q2	$629K	Hold	6,893	–	–	0.26%	33
2020 Q1	$550K	Sell	6,893 -181	-3%	-$17.9K	0.27%	33
2019 Q4	$761K	Sell	7,074 -182	-3%	-$19.1K	0.37%	30
2019 Q3	$744K	Hold	7,256	–	–	0.42%	27
2019 Q2	$732K	Hold	7,256	–	–	0.43%	25
2019 Q1	$721K	Buy	7,256 +363	+5%	+$34.9K	0.46%	24
2018 Q4	$617K	Buy	+6,893	New	+$650K	0.45%	23

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

HHM Wealth Advisors's SDY Position: Q2 2026 in Review

HHM Wealth Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 6,070 shares worth $924K. The position accounts for 0.09% of the portfolio, ranked #84.

HHM Wealth Advisors first reported a position in SDY in Q4 2018 and has held it in 31 quarters since. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

HHM Wealth Advisors held 6,070 shares of State Street SPDR S&P Dividend ETF worth $924K as of Q2 2026.
HHM Wealth Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.09% of HHM Wealth Advisors's portfolio in Q2 2026, its #84 holding.
HHM Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and has held it in 31 quarters since.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.