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 Q2	$220K	Hold	1,448	–	–	0.01%	232
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 $1.55T 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

Marco Investment Management's SDY Position: Q2 2026 in Review

Marco Investment Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 1,448 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #232.

Marco Investment Management first reported a position in SDY in Q1 2014 and has held it in 5 quarters since. The position peaked at $424K in Q1 2014. 1,247 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Marco Investment Management held 1,448 shares of State Street SPDR S&P Dividend ETF worth $220K as of Q2 2026.
Marco Investment Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.01% of Marco Investment Management's portfolio in Q2 2026, its #232 holding.
Marco Investment Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2014 and has held it in 5 quarters since.
Marco Investment Management's State Street SPDR S&P Dividend ETF position peaked at $424K in Q1 2014.
1,247 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Marco Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.