McGlone Suttner Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

McGlone Suttner Wealth 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 Q3	$1.97M	Hold	13,480	–	–	0.23%	51
2026 Q2	$2.05M	Sell	13,480 -40	-0.3%	-$5.96K	0.24%	47
2026 Q1	$1.97M	Buy	13,520 +40	+0.3%	+$5.96K	0.26%	45
2025 Q4	$1.88M	Sell	13,480 -68	-0.5%	-$9.46K	0.25%	45
2025 Q3	$1.9M	Sell	13,548 -107	-0.8%	-$14.9K	0.27%	41
2025 Q2	$1.85M	Sell	13,655 -267	-2%	-$35.4K	0.28%	37
2025 Q1	$1.89M	Sell	13,922 -100	-0.7%	-$13.4K	0.31%	34
2024 Q4	$1.85M	Buy	14,022 +2,414	+21%	+$337K	0.31%	34
2024 Q3	$1.65M	Sell	11,608 -3,068	-21%	-$415K	0.34%	35
2024 Q2	$1.83M	Hold	14,676	–	–	0.38%	25
2024 Q1	$1.93M	Hold	14,676	–	–	0.36%	25
2023 Q4	$1.83M	Buy	14,676 +3	+0%	+$352	0.36%	25
2023 Q3	$1.69M	Sell	14,673 -34	-0.2%	-$4.15K	0.39%	24
2023 Q2	$1.8M	Hold	14,707	–	–	0.41%	24
2023 Q1	$1.82M	Hold	14,707	–	–	0.47%	22
2022 Q4	$1.84M	Buy	+14,707	New	+$1.82M	0.58%	23

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

McGlone Suttner Wealth Management's SDY Position: Q3 2026 in Review

McGlone Suttner Wealth Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q3 2026 at 13,480 shares worth $1.97M. The position accounts for 0.23% of the portfolio, ranked #51.

McGlone Suttner Wealth Management first reported a position in SDY in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.05M in Q2 2026. 899 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

McGlone Suttner Wealth Management held 13,480 shares of State Street SPDR S&P Dividend ETF worth $1.97M as of Q3 2026.
McGlone Suttner Wealth Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q3 2026.
State Street SPDR S&P Dividend ETF made up 0.23% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #51 holding.
McGlone Suttner Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 16 quarters since.
McGlone Suttner Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $2.05M in Q2 2026.
899 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.