McAdam LLC’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

McAdam LLC’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
2025 Q1	–	Sell	-1,683	Closed	-$222K	–	381
2024 Q4	$222K	Buy	1,683 +6	+0.4%	+$838	0.01%	324
2024 Q3	$238K	Buy	1,677 +13	+0.8%	+$1.76K	0.01%	293
2024 Q2	$212K	Buy	1,664 +8	+0.5%	+$1.03K	0.01%	293
2024 Q1	$217K	Sell	1,656 -43	-3%	-$5.39K	0.01%	275
2023 Q4	$212K	Sell	1,699 -292	-15%	-$34.3K	0.02%	259
2023 Q3	$229K	Buy	1,991 +6	+0.3%	+$732	0.02%	231
2023 Q2	$243K	Buy	1,985 +6	+0.3%	+$733	0.02%	225
2023 Q1	$245K	Buy	+1,979	New	+$249K	0.02%	219
2018 Q4	–	Sell	-1,347	Closed	-$132K	–	507
2018 Q3	$132K	Hold	1,347	–	–	0.05%	90
2018 Q2	$125K	Hold	1,347	–	–	0.05%	84
2018 Q1	$123K	Buy	+1,347	New	+$126K	0.06%	85

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

McAdam LLC's SDY Position: Q1 2025 in Review

McAdam LLC sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2025, closing a stake of 1,683 shares — an estimated $222K sold.

McAdam LLC first reported a position in SDY in Q1 2018 and held it in 11 quarters. The position peaked at $245K in Q1 2023. 1,176 funds tracked by Wall St. Rank hold SDY as of Q1 2025.

McAdam LLC reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2025 after selling out during the quarter.
McAdam LLC sold 1,683 State Street SPDR S&P Dividend ETF shares in Q1 2025, an estimated $222K.
McAdam LLC first reported a position in State Street SPDR S&P Dividend ETF in Q1 2018 and held it in 11 quarters.
McAdam LLC's State Street SPDR S&P Dividend ETF position peaked at $245K in Q1 2023.
1,176 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2025.

Based on McAdam LLC's 13F filing for Q1 2025, filed 21 May 2025.