McDonough Capital Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

McDonough Capital 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 Q1	$301K	Buy	2,064 +12	+0.6%	+$1.79K	0.16%	40
2025 Q4	$286K	Buy	2,052 +13	+0.6%	+$1.81K	0.14%	45
2025 Q3	$286K	Buy	2,039 +12	+0.6%	+$1.67K	0.14%	43
2025 Q2	$275K	Sell	2,027 -3	-0.1%	-$398	0.15%	42
2025 Q1	$275K	Buy	2,030 +12	+0.6%	+$1.61K	0.18%	44
2024 Q4	$267K	Buy	2,018 +14	+0.7%	+$1.96K	0.17%	41
2024 Q3	$285K	Buy	2,004 +10	+0.5%	+$1.35K	0.2%	39
2024 Q2	$254K	Buy	1,994 +12	+0.6%	+$1.55K	0.18%	42
2024 Q1	$260K	Buy	1,982 +10	+0.5%	+$1.25K	0.21%	41
2023 Q4	$246K	Buy	1,972 +15	+0.8%	+$1.76K	0.21%	41
2023 Q3	$225K	Buy	1,957 +12	+0.6%	+$1.47K	0.21%	42
2023 Q2	$239K	Buy	1,945 +11	+0.6%	+$1.34K	0.22%	40
2023 Q1	$239K	Hold	1,934	–	–	0.25%	40
2022 Q4	$242K	Buy	+1,934	New	+$239K	0.28%	38

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

McDonough Capital Management's SDY Position: Q1 2026 in Review

McDonough Capital Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.58% in Q1 2026, buying an estimated $1.79K and bringing the position to 2,064 shares worth $301K. The position accounts for 0.16% of the portfolio, ranked #40.

McDonough Capital Management first reported a position in SDY in Q4 2022 and has held it in 14 quarters since. 1,235 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

McDonough Capital Management held 2,064 shares of State Street SPDR S&P Dividend ETF worth $301K as of Q1 2026.
McDonough Capital Management bought 12 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $1.79K.
State Street SPDR S&P Dividend ETF made up 0.16% of McDonough Capital Management's portfolio in Q1 2026, its #40 holding.
McDonough Capital Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 14 quarters since.
1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on McDonough Capital Management's 13F filing for Q1 2026, filed 13 May 2026.