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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
Q2 		$16.1M Sell
105,649
-400
-0.4% -$59.6K 5.8% 4
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hubbell Strickland Wealth Management's SDY Position: Q2 2026 in Review

Hubbell Strickland Wealth Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.38% in Q2 2026, selling an estimated $59.6K and leaving 105,649 shares worth $16.1M. The position accounts for 5.8% of the portfolio, ranked #4.

Hubbell Strickland Wealth Management first reported a position in SDY in Q3 2019 and has held it in 28 quarters since. 1,247 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • Hubbell Strickland Wealth Management held 105,649 shares of State Street SPDR S&P Dividend ETF worth $16.1M as of Q2 2026.
  • Hubbell Strickland Wealth Management sold 400 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $59.6K.
  • State Street SPDR S&P Dividend ETF made up 5.8% of Hubbell Strickland Wealth Management's portfolio in Q2 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 28 quarters since.
  • 1,247 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Hubbell Strickland Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.