Hoge Financial Services’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Hoge Financial Services’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	$362K	Buy	2,480 +15	+0.6%	+$2.23K	0.19%	48
2025 Q4	$343K	Sell	2,465 -52	-2%	-$7.24K	0.18%	46
2025 Q3	$353K	Sell	2,517 -64	-2%	-$8.93K	0.2%	43
2025 Q2	$350K	Sell	2,581 -75	-3%	-$9.95K	0.22%	40
2025 Q1	$360K	Sell	2,656 -118	-4%	-$15.9K	0.25%	39
2024 Q4	$366K	Sell	2,774 -149	-5%	-$20.8K	0.27%	35
2024 Q3	$415K	Buy	2,923 +16	+0.6%	+$2.16K	0.31%	35
2024 Q2	$370K	Buy	2,907 +20	+0.7%	+$2.58K	0.3%	36
2024 Q1	$379K	Buy	2,887 +6	+0.2%	+$753	0.31%	35
2023 Q4	$360K	Buy	+2,881	New	+$338K	0.36%	33

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

Hoge Financial Services's SDY Position: Q1 2026 in Review

Hoge Financial Services increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.61% in Q1 2026, buying an estimated $2.23K and bringing the position to 2,480 shares worth $362K. The position accounts for 0.19% of the portfolio, ranked #48.

Hoge Financial Services first reported a position in SDY in Q4 2023 and has held it in 10 quarters since. The position peaked at $415K in Q3 2024. 1,233 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Hoge Financial Services held 2,480 shares of State Street SPDR S&P Dividend ETF worth $362K as of Q1 2026.
Hoge Financial Services bought 15 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $2.23K.
State Street SPDR S&P Dividend ETF made up 0.19% of Hoge Financial Services's portfolio in Q1 2026, its #48 holding.
Hoge Financial Services first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 10 quarters since.
Hoge Financial Services's State Street SPDR S&P Dividend ETF position peaked at $415K in Q3 2024.
1,233 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Hoge Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.