Marco Investment Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Marco Investment 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	$211K	Hold	1,448	–	–	0.02%	226
2025 Q4	$202K	Hold	1,448	–	–	0.02%	223
2025 Q3	$203K	Buy	+1,448	New	+$202K	0.02%	218
2014 Q2	–	Sell	-5,762	Closed	-$424K	–	183
2014 Q1	$424K	Buy	+5,762	New	+$414K	0.09%	127

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 $3.02B AUM 21.81% 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

Marco Investment Management's SDY Position: Q1 2026 in Review

Marco Investment Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 1,448 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #226.

Marco Investment Management first reported a position in SDY in Q1 2014 and has held it in 4 quarters since. The position peaked at $424K in Q1 2014. 1,235 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Marco Investment Management held 1,448 shares of State Street SPDR S&P Dividend ETF worth $211K as of Q1 2026.
Marco Investment Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
State Street SPDR S&P Dividend ETF made up 0.02% of Marco Investment Management's portfolio in Q1 2026, its #226 holding.
Marco Investment Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2014 and has held it in 4 quarters since.
Marco Investment Management's State Street SPDR S&P Dividend ETF position peaked at $424K in Q1 2014.
1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

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