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 Q2	$370K	Sell	2,428 -52	-2%	-$7.75K	0.18%	52
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hoge Financial Services's SDY Position: Q2 2026 in Review

Hoge Financial Services reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 2.1% in Q2 2026, selling an estimated $7.75K and leaving 2,428 shares worth $370K. The position accounts for 0.18% of the portfolio, ranked #52.

Hoge Financial Services first reported a position in SDY in Q4 2023 and has held it in 11 quarters since. The position peaked at $415K in Q3 2024. 1,249 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Hoge Financial Services held 2,428 shares of State Street SPDR S&P Dividend ETF worth $370K as of Q2 2026.
Hoge Financial Services sold 52 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $7.75K.
State Street SPDR S&P Dividend ETF made up 0.18% of Hoge Financial Services's portfolio in Q2 2026, its #52 holding.
Hoge Financial Services first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 11 quarters since.
Hoge Financial Services's State Street SPDR S&P Dividend ETF position peaked at $415K in Q3 2024.
1,249 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Hoge Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.