HTG Investment Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

HTG Investment Advisors’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	$288K	Hold	1,970	–	–	0.08%	68
2025 Q4	$274K	Hold	1,970	–	–	0.08%	61
2025 Q3	$276K	Sell	1,970 -1,295	-40%	-$181K	0.09%	60
2025 Q2	$443K	Buy	3,265 +82	+3%	+$10.9K	0.16%	47
2025 Q1	$432K	Sell	3,183 -105	-3%	-$14.1K	0.18%	43
2024 Q4	$434K	Hold	3,288	–	–	0.2%	44
2024 Q3	$467K	Hold	3,288	–	–	0.22%	43
2024 Q2	$418K	Sell	3,288 -429	-12%	-$55.3K	0.23%	44
2024 Q1	$488K	Hold	3,717	–	–	0.28%	40
2023 Q4	$465K	Hold	3,717	–	–	0.3%	39
2023 Q3	$428K	Hold	3,717	–	–	0.34%	35
2023 Q2	$456K	Sell	3,717 -121	-3%	-$14.8K	0.38%	35
2023 Q1	$475K	Hold	3,838	–	–	0.43%	32
2022 Q4	$480K	Buy	+3,838	New	+$474K	0.49%	30

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

HTG Investment Advisors's SDY Position: Q1 2026 in Review

HTG Investment Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 1,970 shares worth $288K. The position accounts for 0.08% of the portfolio, ranked #68.

HTG Investment Advisors first reported a position in SDY in Q4 2022 and has held it in 14 quarters since. The position peaked at $488K in Q1 2024. 1,233 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

HTG Investment Advisors held 1,970 shares of State Street SPDR S&P Dividend ETF worth $288K as of Q1 2026.
HTG Investment Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
State Street SPDR S&P Dividend ETF made up 0.08% of HTG Investment Advisors's portfolio in Q1 2026, its #68 holding.
HTG Investment Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 14 quarters since.
HTG Investment Advisors's State Street SPDR S&P Dividend ETF position peaked at $488K in Q1 2024.
1,233 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on HTG Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.