M1 Capital Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

M1 Capital 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	$476K	Buy	3,263 +6	+0.2%	+$894	0.22%	64
2025 Q4	$453K	Buy	3,257 +7	+0.2%	+$974	0.19%	69
2025 Q3	$455K	Buy	3,250 +6	+0.2%	+$837	0.2%	67
2025 Q2	$440K	Buy	3,244 +7	+0.2%	+$928	0.22%	64
2025 Q1	$439K	Sell	3,237 -34	-1%	-$4.57K	0.27%	51
2024 Q4	$432K	Buy	+3,271	New	+$457K	0.23%	50

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 $3.45B AUM 27.72% 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

M1 Capital Management's SDY Position: Q1 2026 in Review

M1 Capital Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.18% in Q1 2026, buying an estimated $894 and bringing the position to 3,263 shares worth $476K. The position accounts for 0.22% of the portfolio, ranked #64.

M1 Capital Management first reported a position in SDY in Q4 2024 and has held it in 6 quarters since. 1,237 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

M1 Capital Management held 3,263 shares of State Street SPDR S&P Dividend ETF worth $476K as of Q1 2026.
M1 Capital Management bought 6 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $894.
State Street SPDR S&P Dividend ETF made up 0.22% of M1 Capital Management's portfolio in Q1 2026, its #64 holding.
M1 Capital Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 6 quarters since.
1,237 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on M1 Capital Management's 13F filing for Q1 2026, filed 8 May 2026.