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

Hillcrest 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	$2.15M	Sell	14,100 -550	-4%	-$81.9K	0.77%	20
2026 Q1	$2.14M	Sell	14,650 -5,000	-25%	-$745K	0.87%	22
2025 Q4	$2.73M	Sell	19,650 -30	-0.2%	-$4.17K	1.18%	19
2025 Q3	$2.76M	Sell	19,680 -300	-2%	-$41.8K	1.24%	19
2025 Q2	$2.71M	Sell	19,980 -100	-0.5%	-$13.3K	1.28%	18
2025 Q1	$2.72M	Sell	20,080 -200	-1%	-$26.9K	1.35%	18
2024 Q4	$2.68M	Hold	20,280	–	–	1.27%	18
2024 Q3	$2.88M	Hold	20,280	–	–	1.44%	18
2024 Q2	$2.58M	Hold	20,280	–	–	1.39%	17
2024 Q1	$2.66M	Sell	20,280 -3,400	-14%	-$427K	1.44%	17
2023 Q4	$2.96M	Hold	23,680	–	–	1.63%	17
2023 Q3	$2.72M	Sell	23,680 -675	-3%	-$82.4K	1.55%	16
2023 Q2	$2.99M	Sell	24,355 -425	-2%	-$51.9K	1.76%	16
2023 Q1	$3.07M	Sell	24,780 -250	-1%	-$31.5K	1.82%	15
2022 Q4	$3.13M	Hold	25,030	–	–	1.87%	15
2022 Q3	$2.79M	Hold	25,030	–	–	1.77%	15
2022 Q2	$2.97M	Hold	25,030	–	–	1.8%	15
2022 Q1	$3.21M	Sell	25,030 -1,550	-6%	-$196K	1.78%	17
2021 Q4	$3.43M	Sell	26,580 -2,250	-8%	-$280K	1.85%	16
2021 Q3	$3.39M	Buy	28,830 +2,979	+12%	+$365K	2.01%	15
2021 Q2	$3.16M	Sell	25,851 -300	-1%	-$37.1K	1.91%	17
2021 Q1	$3.09M	Sell	26,151 -600	-2%	-$67.3K	1.88%	18
2020 Q4	$2.83M	Hold	26,751	–	–	1.9%	18
2020 Q3	$2.47M	Buy	26,751 +1,500	+6%	+$141K	1.76%	19
2020 Q2	$2.3M	Sell	25,251 -300	-1%	-$26.4K	1.99%	18
2020 Q1	$2.04M	Sell	25,551 -1,700	-6%	-$168K	2.04%	18
2019 Q4	$2.93M	Hold	27,251	–	–	2.44%	17
2019 Q3	$2.8M	Hold	27,251	–	–	2.4%	16
2019 Q2	$2.75M	Hold	27,251	–	–	2.32%	16
2019 Q1	$2.71M	Sell	27,251 -1,000	-4%	-$96.1K	2.38%	16
2018 Q4	$2.53M	Buy	+28,251	New	+$2.66M	2.35%	16

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

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

Hillcrest Wealth Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 3.8% in Q2 2026, selling an estimated $81.9K and leaving 14,100 shares worth $2.15M. The position accounts for 0.77% of the portfolio, ranked #20.

Hillcrest Wealth Advisors first reported a position in SDY in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.43M in Q4 2021. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Hillcrest Wealth Advisors held 14,100 shares of State Street SPDR S&P Dividend ETF worth $2.15M as of Q2 2026.
Hillcrest Wealth Advisors sold 550 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $81.9K.
State Street SPDR S&P Dividend ETF made up 0.77% of Hillcrest Wealth Advisors's portfolio in Q2 2026, its #20 holding.
Hillcrest 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.
Hillcrest Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $3.43M in Q4 2021.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.