Van Hulzen Asset Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Van Hulzen Asset 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	$241K	Sell	1,585 -494	-24%	-$73.6K	0.02%	350
2026 Q1	$303K	Sell	2,079 -91	-4%	-$13.6K	0.02%	292
2025 Q4	$302K	Buy	2,170 +61	+3%	+$8.49K	0.02%	271
2025 Q3	$295K	Buy	2,109 +136	+7%	+$19K	0.02%	268
2025 Q2	$268K	Buy	1,973 +370	+23%	+$49.1K	0.02%	268
2025 Q1	$217K	Sell	1,603 -253	-14%	-$34K	0.02%	282
2024 Q4	$245K	Sell	1,856 -29	-2%	-$4.05K	0.02%	287
2024 Q3	$268K	Sell	1,885 -409	-18%	-$55.3K	0.02%	273
2024 Q2	$292K	Sell	2,294 -98	-4%	-$12.6K	0.02%	256
2024 Q1	$314K	Buy	+2,392	New	+$300K	0.02%	263

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

Van Hulzen Asset Management's SDY Position: Q2 2026 in Review

Van Hulzen Asset Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 24% in Q2 2026, selling an estimated $73.6K and leaving 1,585 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #350.

Van Hulzen Asset Management first reported a position in SDY in Q1 2024 and has held it in 10 quarters since. The position peaked at $314K in Q1 2024. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Van Hulzen Asset Management held 1,585 shares of State Street SPDR S&P Dividend ETF worth $241K as of Q2 2026.
Van Hulzen Asset Management sold 494 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $73.6K.
State Street SPDR S&P Dividend ETF made up 0.02% of Van Hulzen Asset Management's portfolio in Q2 2026, its #350 holding.
Van Hulzen Asset Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2024 and has held it in 10 quarters since.
Van Hulzen Asset Management's State Street SPDR S&P Dividend ETF position peaked at $314K in Q1 2024.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.