McCarthy & Cox’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

McCarthy & Cox’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 Q4	$230K	Sell	1,652 -1,004	-38%	-$140K	2.79%	15
2025 Q3	$372K	Hold	2,656	–	–	0.08%	50
2025 Q2	$361K	Sell	2,656 -17	-0.6%	-$2.25K	0.09%	47
2025 Q1	$363K	Buy	2,673 +147	+6%	+$19.8K	0.16%	42
2024 Q4	$334K	Buy	2,526 +1	+0%	+$140	0.12%	43
2024 Q3	$359K	Buy	+2,525	New	+$341K	0.14%	40
2024 Q2	–	Sell	-1,564	Closed	-$205K	–	54
2024 Q1	$205K	Buy	+1,564	New	+$196K	0.08%	49

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

McCarthy & Cox's SDY Position: Q4 2025 in Review

McCarthy & Cox reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 38% in Q4 2025, selling an estimated $140K and leaving 1,652 shares worth $230K. The position accounts for 2.79% of the portfolio, ranked #15.

McCarthy & Cox first reported a position in SDY in Q1 2024 and has held it in 7 quarters since. The position peaked at $372K in Q3 2025. 1,236 funds tracked by Wall St. Rank hold SDY as of Q4 2025.

McCarthy & Cox held 1,652 shares of State Street SPDR S&P Dividend ETF worth $230K as of Q4 2025.
McCarthy & Cox sold 1,004 State Street SPDR S&P Dividend ETF shares in Q4 2025, an estimated $140K.
State Street SPDR S&P Dividend ETF made up 2.79% of McCarthy & Cox's portfolio in Q4 2025, its #15 holding.
McCarthy & Cox first reported a position in State Street SPDR S&P Dividend ETF in Q1 2024 and has held it in 7 quarters since.
McCarthy & Cox's State Street SPDR S&P Dividend ETF position peaked at $372K in Q3 2025.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2025.

Based on McCarthy & Cox's 13F filing for Q4 2025, filed 23 Jan 2026.