HWG Holdings’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

HWG Holdings’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
2025 Q2	–	Sell	-20	Closed	-$2.71K	–	117
2025 Q1	$2.71K	Buy	+20	New	+$2.69K	﹤0.01%	112
2024 Q3	–	Sell	-21	Closed	-$2.67K	–	109
2024 Q2	$2.67K	Buy	+21	New	+$2.71K	﹤0.01%	101
2023 Q4	$10K	Sell	80 -5	-6%	-$587	﹤0.01%	92
2023 Q3	$9.78K	Sell	85 -35	-29%	-$4.27K	0.01%	95
2023 Q2	$14.7K	Sell	120 -10	-8%	-$1.22K	0.01%	95
2023 Q1	$16.1K	Sell	130 -643	-83%	-$80.9K	0.01%	78
2022 Q4	$97K	Sell	773 -299	-28%	-$36.9K	0.06%	53
2022 Q3	$120K	Buy	+1,072	New	+$132K	0.09%	42
2022 Q1	$10K	Hold	79	–	–	0.01%	111
2021 Q4	$10K	Buy	+79	New	+$9.83K	﹤0.01%	101
2021 Q2	$10K	Hold	79	–	–	﹤0.01%	108
2021 Q1	$9K	Hold	79	–	–	﹤0.01%	84
2020 Q4	$8K	Hold	79	–	–	﹤0.01%	91
2020 Q3	$7K	Hold	79	–	–	0.01%	101
2020 Q2	$7K	Buy	+79	New	+$6.94K	0.01%	96
2019 Q4	$11K	Hold	100	–	–	0.01%	102
2019 Q3	$10K	Hold	100	–	–	0.01%	101
2019 Q2	$10K	Hold	100	–	–	0.01%	95
2019 Q1	$10K	Hold	100	–	–	0.01%	58
2018 Q4	$9K	Hold	100	–	–	0.02%	38
2018 Q3	$10K	Hold	100	–	–	0.01%	74
2018 Q2	$9K	Hold	100	–	–	0.01%	80
2018 Q1	$9K	Hold	100	–	–	0.01%	64
2017 Q4	$9K	Hold	100	–	–	0.01%	81
2017 Q3	$9K	Hold	100	–	–	0.01%	79
2017 Q2	$9K	Buy	+100	New	+$8.86K	0.01%	72

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

HWG Holdings's SDY Position: Q2 2025 in Review

HWG Holdings sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2025, closing a stake of 20 shares — an estimated $2.71K sold.

HWG Holdings first reported a position in SDY in Q2 2017 and held it in 26 quarters. The position peaked at $120K in Q3 2022. 1,180 funds tracked by Wall St. Rank hold SDY as of Q2 2025.

HWG Holdings reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2025 after selling out during the quarter.
HWG Holdings sold 20 State Street SPDR S&P Dividend ETF shares in Q2 2025, an estimated $2.71K.
HWG Holdings first reported a position in State Street SPDR S&P Dividend ETF in Q2 2017 and held it in 26 quarters.
HWG Holdings's State Street SPDR S&P Dividend ETF position peaked at $120K in Q3 2022.
1,180 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2025.

Based on HWG Holdings's 13F filing for Q2 2025, filed 10 Jul 2025.