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Hilton Capital Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Hilton Capital Management’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 		– Sell
-4,750
Closed -$661K – 165
2025
Q4 		$661K Hold
4,750
– – 0.05% 142
2025
Q3 		$665K Buy
4,750
+360
+8% +$50.2K 0.05% 141
2025
Q2 		$596K Hold
4,390
– – 0.05% 145
2025
Q1 		$596K Hold
4,390
– – 0.05% 142
2024
Q4 		$580K Buy
+4,390
New +$613K 0.05% 143

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hilton Capital Management's SDY Position: Q1 2026 in Review

Hilton Capital Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2026, closing a stake of 4,750 shares — an estimated $661K sold.

Hilton Capital Management first reported a position in SDY in Q4 2024 and held it in 5 quarters. The position peaked at $665K in Q3 2025. 1,233 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • Hilton Capital Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • Hilton Capital Management sold 4,750 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $661K.
  • Hilton Capital Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and held it in 5 quarters.
  • Hilton Capital Management's State Street SPDR S&P Dividend ETF position peaked at $665K in Q3 2025.
  • 1,233 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Hilton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.