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

Hyperion 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
2024
Q3 		$26.3M Buy
185,217
+9,528
+5% +$1.29M 16.79% 1
2024
Q2 		$22.3M Buy
175,689
+7,068
+4% +$910K 15.95% 1
2024
Q1 		$22.1M Buy
168,621
+5,398
+3% +$677K 16.21% 1
2023
Q4 		$20.4M Buy
163,223
+1,464
+0.9% +$172K 16.16% 1
2023
Q3 		$18.6M Buy
161,759
+3,013
+2% +$368K 16.06% 1
2023
Q2 		$19.5M Buy
158,746
+4,916
+3% +$600K 16.41% 1
2023
Q1 		$19M Buy
153,830
+3,948
+3% +$497K 17.1% 1
2022
Q4 		$18.8M Buy
+149,882
New +$18.5M 17.91% 1

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
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Hyperion Partners's SDY Position: Q3 2024 in Review

Hyperion Partners increased its State Street SPDR S&P Dividend ETF (SDY) stake by 5.4% in Q3 2024, buying an estimated $1.29M and bringing the position to 185,217 shares worth $26.3M. The position accounts for 16.79% of the portfolio, ranked #1.

Hyperion Partners first reported a position in SDY in Q4 2022 and has held it in 8 quarters since. 1,155 funds tracked by Wall St. Rank hold SDY as of Q3 2024.

  • Hyperion Partners held 185,217 shares of State Street SPDR S&P Dividend ETF worth $26.3M as of Q3 2024.
  • Hyperion Partners bought 9,528 State Street SPDR S&P Dividend ETF shares in Q3 2024, an estimated $1.29M.
  • State Street SPDR S&P Dividend ETF made up 16.79% of Hyperion Partners's portfolio in Q3 2024, its #1 holding.
  • Hyperion Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 8 quarters since.
  • 1,155 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2024.

Based on Hyperion Partners's 13F filing for Q3 2024, filed 9 Oct 2024.