Houlihan Financial Resource Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Houlihan Financial Resource Group’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	$5.71M	Sell	39,092 -281	-0.7%	-$41.9K	2.22%	11
2025 Q4	$5.64M	Buy	39,373 +21,481	+120%	+$2.99M	2.15%	11
2025 Q3	$2.51M	Sell	17,892 -22,225	-55%	-$3.1M	2.2%	12
2025 Q2	$5.47M	Sell	40,117 -513	-1%	-$68K	2.27%	12
2025 Q1	$5.51M	Sell	40,630 -1,368	-3%	-$184K	2.48%	11
2024 Q4	$5.55M	Buy	41,998 +51	+0.1%	+$7.12K	2.37%	12
2024 Q3	$5.96M	Buy	41,947 +97	+0.2%	+$13.1K	2.46%	12
2024 Q2	$5.32M	Buy	41,850 +3	+0%	+$386	3.63%	8
2024 Q1	$5.49M	Sell	41,847 -967	-2%	-$121K	2.46%	12
2023 Q4	$5.35M	Buy	42,814 +360	+0.8%	+$42.3K	2.59%	11
2023 Q3	$4.83M	Sell	42,454 -1,143,489	-96%	-$140M	2.58%	12
2023 Q2	$145M	Buy	1,185,943 +1,144,098	+2,734%	+$140M	4.5%	7
2023 Q1	$5.18M	Sell	41,845 -802	-2%	-$101K	2.82%	9
2022 Q4	$5.38M	Buy	42,647 +635	+2%	+$78.4K	3.1%	8
2022 Q3	$4.99M	Buy	+42,012	New	+$5.17M	3.04%	7
2020 Q3	$4.02M	Buy	+38,903	New	+$3.67M	2.32%	8
2020 Q1	$3.32M	Buy	41,581 +621	+2%	+$61.2K	2.89%	7
2019 Q4	$4.41M	Buy	+40,960	New	+$4.3M	2.85%	9

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

Houlihan Financial Resource Group's SDY Position: Q1 2026 in Review

Houlihan Financial Resource Group reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.71% in Q1 2026, selling an estimated $41.9K and leaving 39,092 shares worth $5.71M. The position accounts for 2.22% of the portfolio, ranked #11.

Houlihan Financial Resource Group first reported a position in SDY in Q4 2019 and has held it in 18 quarters since. The position peaked at $145M in Q2 2023. 1,235 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Houlihan Financial Resource Group held 39,092 shares of State Street SPDR S&P Dividend ETF worth $5.71M as of Q1 2026.
Houlihan Financial Resource Group sold 281 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $41.9K.
State Street SPDR S&P Dividend ETF made up 2.22% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #11 holding.
Houlihan Financial Resource Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 18 quarters since.
Houlihan Financial Resource Group's State Street SPDR S&P Dividend ETF position peaked at $145M in Q2 2023.
1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.