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 Q3	$64.5K	Buy	440 +190	+76%	+$29.4K	0.02%	309
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return

McDonald Partners's SDY Position: Q3 2026 in Review

McDonald Partners increased its State Street SPDR S&P Dividend ETF (SDY) stake by 76% in Q3 2026, buying an estimated $29.4K and bringing the position to 440 shares worth $64.5K. The position accounts for 0.02% of the portfolio, ranked #309.

McDonald Partners first reported a position in SDY in Q4 2020 and has held it in 5 quarters since. The position peaked at $248K in Q1 2021. 820 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

McDonald Partners held 440 shares of State Street SPDR S&P Dividend ETF worth $64.5K as of Q3 2026.
McDonald Partners bought 190 State Street SPDR S&P Dividend ETF shares in Q3 2026, an estimated $29.4K.
State Street SPDR S&P Dividend ETF made up 0.02% of McDonald Partners's portfolio in Q3 2026, its #309 holding.
McDonald Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and has held it in 5 quarters since.
McDonald Partners's State Street SPDR S&P Dividend ETF position peaked at $248K in Q1 2021.
820 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on McDonald Partners's 13F filing for Q3 2026, filed 3 Nov 2026.