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

HMV 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	$943K	Buy	+6,194	New	+$923K	0.37%	42

Other funds holding SDY

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

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

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

Wealth Enhancement Advisory Services

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

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

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

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

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

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

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

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

HMV Wealth Advisors opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q2 2026: 6,194 shares worth $943K. The stake represents 0.37% of the portfolio and ranks #42 among its holdings.

436 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

HMV Wealth Advisors held 6,194 shares of State Street SPDR S&P Dividend ETF worth $943K as of Q2 2026.
State Street SPDR S&P Dividend ETF was a new HMV Wealth Advisors position in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.37% of HMV Wealth Advisors's portfolio in Q2 2026, its #42 holding.
436 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

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