Hubbell Strickland Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Hubbell Strickland Wealth Management’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	$15.5M	Buy	106,049 +1,612	+2%	+$240K	6.17%	4
2025 Q4	$14.5M	Sell	104,437 -951	-0.9%	-$132K	5.85%	4
2025 Q3	$14.8M	Sell	105,388 -2,481	-2%	-$346K	6.07%	4
2025 Q2	$14.6M	Sell	107,869 -2,968	-3%	-$394K	6.46%	3
2025 Q1	$15M	Buy	110,837 +1,421	+1%	+$191K	7.12%	3
2024 Q4	$14.5M	Sell	109,416 -967	-0.9%	-$135K	6.85%	4
2024 Q3	$15.7M	Buy	110,383 +188	+0.2%	+$25.4K	7.34%	3
2024 Q2	$14M	Sell	110,195 -47	-0%	-$6.05K	7.03%	3
2024 Q1	$14.5M	Sell	110,242 -2,214	-2%	-$278K	7.32%	3
2023 Q4	$14.1M	Sell	112,456 -1,307	-1%	-$153K	7.69%	3
2023 Q3	$13.1M	Buy	113,763 +598	+0.5%	+$73K	7.84%	3
2023 Q2	$13.9M	Buy	113,165 +143	+0.1%	+$17.5K	8.03%	3
2023 Q1	$14M	Sell	113,022 -561	-0.5%	-$70.6K	8.49%	3
2022 Q4	$14.2M	Buy	113,583 +2,739	+2%	+$338K	8.65%	2
2022 Q3	$12.4M	Buy	110,844 +3,913	+4%	+$482K	8.61%	3
2022 Q2	$12.7M	Buy	106,931 +1,494	+1%	+$186K	8.45%	3
2022 Q1	$13.5M	Buy	105,437 +3,032	+3%	+$383K	8.02%	4
2021 Q4	$13.2M	Buy	102,405 +780	+0.8%	+$97.1K	7.32%	4
2021 Q3	$11.9M	Buy	101,625 +3,958	+4%	+$485K	7.24%	4
2021 Q2	$11.9M	Buy	97,667 +5,549	+6%	+$686K	7.18%	4
2021 Q1	$10.9M	Sell	92,118 -51	-0.1%	-$5.72K	6.99%	4
2020 Q4	$9.76M	Sell	92,169 -2,234	-2%	-$226K	6.67%	4
2020 Q3	$8.72M	Sell	94,403 -5,598	-6%	-$528K	6.79%	4
2020 Q2	$9.12M	Sell	100,001 -22	-0%	-$1.93K	7.67%	3
2020 Q1	$7.99M	Sell	100,023 -3,061	-3%	-$302K	8.11%	3
2019 Q4	$11.1M	Buy	103,084 +5,587	+6%	+$586K	8.95%	3
2019 Q3	$10M	Buy	+97,497	New	+$9.83M	8.66%	3

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

Hubbell Strickland Wealth Management's SDY Position: Q1 2026 in Review

Hubbell Strickland Wealth Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 1.5% in Q1 2026, buying an estimated $240K and bringing the position to 106,049 shares worth $15.5M. The position accounts for 6.17% of the portfolio, ranked #4.

Hubbell Strickland Wealth Management first reported a position in SDY in Q3 2019 and has held it in 27 quarters since. The position peaked at $15.7M in Q3 2024. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Hubbell Strickland Wealth Management held 106,049 shares of State Street SPDR S&P Dividend ETF worth $15.5M as of Q1 2026.
Hubbell Strickland Wealth Management bought 1,612 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $240K.
State Street SPDR S&P Dividend ETF made up 6.17% of Hubbell Strickland Wealth Management's portfolio in Q1 2026, its #4 holding.
Hubbell Strickland Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q3 2019 and has held it in 27 quarters since.
Hubbell Strickland Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $15.7M in Q3 2024.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Hubbell Strickland Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.