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

HRT Financial’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	$815K	Buy	+5,585	New	+$832K	﹤0.01%	2185
2025 Q4	–	Sell	-4,920	Closed	-$689K	–	3937
2025 Q3	$689K	Buy	+4,920	New	+$686K	﹤0.01%	1710
2025 Q2	–	Sell	-5,970	Closed	-$810K	–	3426
2025 Q1	$810K	Buy	+5,970	New	+$803K	0.01%	1217
2024 Q4	–	Sell	-3,475	Closed	-$493K	–	3127
2024 Q3	$493K	Sell	3,475 -5,714	-62%	-$773K	﹤0.01%	1597
2024 Q2	$1.17M	Buy	+9,189	New	+$1.18M	0.01%	954
2023 Q2	–	Sell	-17,446	Closed	-$2.16M	–	3178
2023 Q1	$2.16M	Buy	+17,446	New	+$2.19M	0.03%	555
2022 Q4	–	Sell	-88,785	Closed	-$9.9M	–	3052
2022 Q3	$9.9M	Buy	88,785 +51,329	+137%	+$6.32M	0.11%	142
2022 Q2	$4.45M	Sell	37,456 -2,997	-7%	-$374K	0.05%	286
2022 Q1	$5.18M	Sell	40,453 -36,681	-48%	-$4.64M	0.04%	282
2021 Q4	$9.96M	Buy	77,134 +28,409	+58%	+$3.54M	0.06%	160
2021 Q3	$5.73M	Buy	48,725 +19,409	+66%	+$2.38M	0.03%	285
2021 Q2	$3.58M	Sell	29,316 -31,923	-52%	-$3.95M	0.03%	396
2021 Q1	$7.23M	Buy	61,239 +4,620	+8%	+$518K	0.07%	196
2020 Q4	$6M	Buy	56,619 +17,930	+46%	+$1.81M	0.12%	136
2020 Q3	$3.57M	Buy	38,689 +13,116	+51%	+$1.24M	0.1%	130
2020 Q2	$2.33M	Sell	25,573 -25,036	-49%	-$2.2M	0.07%	302
2020 Q1	$4.04M	Buy	+50,609	New	+$4.99M	0.26%	73
2015 Q3	–	Sell	-39,183	Closed	-$2.99M	–	168
2015 Q2	$2.99M	Buy	39,183 +33,855	+635%	+$2.65M	1.41%	11
2015 Q1	$416K	Sell	5,328 -3,720	-41%	-$292K	0.53%	22
2014 Q4	$712K	Buy	+9,048	New	+$707K	1%	16

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

HRT Financial's SDY Position: Q1 2026 in Review

HRT Financial opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q1 2026: 5,585 shares worth $815K. The stake represents ﹤0.01% of the portfolio and ranks #2185 among its holdings. This is a return to the name: HRT Financial previously reported a position in SDY as recently as Q3 2025.

HRT Financial first reported a position in SDY in Q4 2014 and has held it in 20 quarters since. The position peaked at $9.96M in Q4 2021. 1,234 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

HRT Financial held 5,585 shares of State Street SPDR S&P Dividend ETF worth $815K as of Q1 2026.
State Street SPDR S&P Dividend ETF was a new HRT Financial position in Q1 2026.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of HRT Financial's portfolio in Q1 2026, its #2185 holding.
HRT Financial first reported a position in State Street SPDR S&P Dividend ETF in Q4 2014 and has held it in 20 quarters since.
HRT Financial's State Street SPDR S&P Dividend ETF position peaked at $9.96M in Q4 2021.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.