HUB Investment Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

HUB Investment Partners’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	$585K	Buy	3,847 +388	+11%	+$57.8K	0.01%	647
2026 Q1	$505K	Buy	3,459 +349	+11%	+$52K	0.01%	565
2025 Q4	$433K	Sell	3,110 -13	-0.4%	-$1.81K	0.01%	531
2025 Q3	$437K	Sell	3,123 -8	-0.3%	-$1.12K	0.01%	449
2025 Q2	$425K	Hold	3,131	–	–	0.01%	420
2025 Q1	$425K	Buy	3,131 +15	+0.5%	+$2.02K	0.02%	364
2024 Q4	$412K	Sell	3,116 -92	-3%	-$12.8K	0.02%	340
2024 Q3	$456K	Buy	+3,208	New	+$434K	0.02%	308
2024 Q2	–	Sell	-2,447	Closed	-$321K	–	537
2024 Q1	$321K	Buy	2,447 +185	+8%	+$23.2K	0.02%	350
2023 Q4	$283K	Buy	+2,262	New	+$266K	0.02%	322
2021 Q2	–	Sell	-3,494	Closed	-$412K	–	247
2021 Q1	$412K	Buy	3,494 +56	+2%	+$6.28K	0.12%	135
2020 Q4	$318K	Buy	+3,438	New	+$348K	0.14%	114

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

HUB Investment Partners's SDY Position: Q2 2026 in Review

HUB Investment Partners increased its State Street SPDR S&P Dividend ETF (SDY) stake by 11% in Q2 2026, buying an estimated $57.8K and bringing the position to 3,847 shares worth $585K. The position accounts for 0.01% of the portfolio, ranked #647.

HUB Investment Partners first reported a position in SDY in Q4 2020 and has held it in 12 quarters since. 1,236 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

HUB Investment Partners held 3,847 shares of State Street SPDR S&P Dividend ETF worth $585K as of Q2 2026.
HUB Investment Partners bought 388 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $57.8K.
State Street SPDR S&P Dividend ETF made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #647 holding.
HUB Investment Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and has held it in 12 quarters since.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.