McDonald Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

McDonald Partners’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	$38K	Buy	+250	New	+$37.2K	0.01%	338
2021 Q3	–	Sell	-1,703	Closed	-$208K	–	304
2021 Q2	$208K	Sell	1,703 -400	-19%	-$49.4K	0.05%	290
2021 Q1	$248K	Buy	2,103 +20	+1%	+$2.24K	0.06%	254
2020 Q4	$221K	Buy	+2,083	New	+$211K	0.06%	256

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

McDonald Partners's SDY Position: Q2 2026 in Review

McDonald Partners opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q2 2026: 250 shares worth $38K. The stake represents 0.01% of the portfolio and ranks #338 among its holdings. This is a return to the name: McDonald Partners previously reported a position in SDY as recently as Q2 2021.

McDonald Partners first reported a position in SDY in Q4 2020 and has held it in 4 quarters since. The position peaked at $248K in Q1 2021. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

McDonald Partners held 250 shares of State Street SPDR S&P Dividend ETF worth $38K as of Q2 2026.
State Street SPDR S&P Dividend ETF was a new McDonald Partners position in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.01% of McDonald Partners's portfolio in Q2 2026, its #338 holding.
McDonald Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and has held it in 4 quarters since.
McDonald Partners's State Street SPDR S&P Dividend ETF position peaked at $248K in Q1 2021.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.