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 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 $1.37T 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Hillcrest Wealth Advisors's SDY Position: Q1 2026 in Review

Hillcrest Wealth Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 25% in Q1 2026, selling an estimated $745K and leaving 14,650 shares worth $2.14M. The position accounts for 0.87% of the portfolio, ranked #22.

Hillcrest Wealth Advisors first reported a position in SDY in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.43M in Q4 2021. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Hillcrest Wealth Advisors held 14,650 shares of State Street SPDR S&P Dividend ETF worth $2.14M as of Q1 2026.
Hillcrest Wealth Advisors sold 5,000 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $745K.
State Street SPDR S&P Dividend ETF made up 0.87% of Hillcrest Wealth Advisors's portfolio in Q1 2026, its #22 holding.
Hillcrest Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and has held it in 30 quarters since.
Hillcrest Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $3.43M in Q4 2021.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.