Hilltop National Bank’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Hilltop National Bank’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	$103K	Hold	677	–	–	0.02%	364
2026 Q1	$98.8K	Sell	677 -165	-20%	-$24.6K	0.02%	354
2025 Q4	$117K	Hold	842	–	–	0.03%	314
2025 Q3	$118K	Hold	842	–	–	0.03%	324
2025 Q2	$114K	Buy	+842	New	+$112K	0.03%	318
2024 Q4	$111K	Hold	842	–	–	0.03%	281
2024 Q3	$120K	Hold	842	–	–	0.04%	286
2024 Q2	$107K	Hold	842	–	–	0.03%	294
2024 Q1	$111K	Buy	+842	New	+$106K	0.04%	282

Other funds holding SDY

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

MSA

Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return

WFM

Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

RPWA

Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

CFS

CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

Hilltop National Bank's SDY Position: Q2 2026 in Review

Hilltop National Bank held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 677 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #364.

Hilltop National Bank first reported a position in SDY in Q1 2024 and has held it in 9 quarters since. The position peaked at $120K in Q3 2024. 436 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Hilltop National Bank held 677 shares of State Street SPDR S&P Dividend ETF worth $103K as of Q2 2026.
Hilltop National Bank left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.02% of Hilltop National Bank's portfolio in Q2 2026, its #364 holding.
Hilltop National Bank first reported a position in State Street SPDR S&P Dividend ETF in Q1 2024 and has held it in 9 quarters since.
Hilltop National Bank's State Street SPDR S&P Dividend ETF position peaked at $120K in Q3 2024.
436 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Hilltop National Bank's 13F filing for Q2 2026, filed 2 Jul 2026.