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

Hopwood 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	$219K	Buy	1,440 +40	+3%	+$5.96K	0.13%	88
2026 Q1	$204K	Buy	+1,400	New	+$209K	0.14%	83
2025 Q4	–	Sell	-1,400	Closed	-$196K	–	253
2025 Q3	$196K	Hold	1,400	–	–	0.13%	91
2025 Q2	$190K	Hold	1,400	–	–	0.15%	85
2025 Q1	$190K	Hold	1,400	–	–	0.15%	87
2024 Q4	$185K	Buy	+1,400	New	+$196K	0.14%	86

Other funds holding SDY

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

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

Hopwood Financial Services increased its State Street SPDR S&P Dividend ETF (SDY) stake by 2.9% in Q2 2026, buying an estimated $5.96K and bringing the position to 1,440 shares worth $219K. The position accounts for 0.13% of the portfolio, ranked #88.

Hopwood Financial Services first reported a position in SDY in Q4 2024 and has held it in 6 quarters since. 647 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Hopwood Financial Services held 1,440 shares of State Street SPDR S&P Dividend ETF worth $219K as of Q2 2026.
Hopwood Financial Services bought 40 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $5.96K.
State Street SPDR S&P Dividend ETF made up 0.13% of Hopwood Financial Services's portfolio in Q2 2026, its #88 holding.
Hopwood Financial Services first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 6 quarters since.
647 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Hopwood Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.