McIlrath & Eck’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

McIlrath & Eck’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	$26.4K	Hold	181	–	–	﹤0.01%	728
2025 Q4	$25.2K	Hold	181	–	–	﹤0.01%	471
2025 Q3	$25.3K	Hold	181	–	–	﹤0.01%	453
2025 Q2	$24.6K	Hold	181	–	–	﹤0.01%	445
2025 Q1	$24.6K	Hold	181	–	–	﹤0.01%	440
2024 Q4	$23.9K	Hold	181	–	–	﹤0.01%	450
2024 Q3	$25.7K	Sell	181 -35	-16%	-$4.73K	﹤0.01%	430
2024 Q2	$27.5K	Sell	216 -83	-28%	-$10.7K	﹤0.01%	389
2024 Q1	$39.2K	Hold	299	–	–	0.01%	320
2023 Q4	$37.4K	Hold	299	–	–	0.01%	303
2023 Q3	$34.4K	Hold	299	–	–	0.01%	322
2023 Q2	$36.7K	Hold	299	–	–	0.01%	305
2023 Q1	$37K	Hold	299	–	–	0.01%	306
2022 Q4	$37.4K	Hold	299	–	–	0.01%	300
2022 Q3	$33K	Buy	299 +83	+38%	+$10.2K	0.01%	322
2022 Q2	$26K	Hold	216	–	–	0.01%	343
2022 Q1	$28K	Hold	216	–	–	0.01%	336
2021 Q4	$28K	Hold	216	–	–	0.01%	337
2021 Q3	$25K	Hold	216	–	–	0.01%	356
2021 Q2	$26K	Hold	216	–	–	0.01%	347
2021 Q1	$25K	Buy	216 +161	+293%	+$18.1K	0.01%	308
2020 Q4	$6K	Hold	55	–	–	﹤0.01%	510
2020 Q3	$5K	Hold	55	–	–	﹤0.01%	490
2020 Q2	$5K	Hold	55	–	–	﹤0.01%	479
2020 Q1	$4K	Hold	55	–	–	﹤0.01%	489
2019 Q4	$6K	Hold	55	–	–	﹤0.01%	455
2019 Q3	$6K	Hold	55	–	–	﹤0.01%	437
2019 Q2	$5K	Hold	55	–	–	﹤0.01%	463
2019 Q1	$5K	Hold	55	–	–	﹤0.01%	463
2018 Q4	$5K	Hold	55	–	–	﹤0.01%	377
2018 Q3	$5K	Hold	55	–	–	﹤0.01%	394
2018 Q2	$5K	Hold	55	–	–	﹤0.01%	374
2018 Q1	$5K	Hold	55	–	–	﹤0.01%	356
2017 Q4	$5K	Buy	+55	New	+$5.15K	﹤0.01%	380

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

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

McIlrath & Eck's SDY Position: Q1 2026 in Review

McIlrath & Eck held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 181 shares worth $26.4K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

McIlrath & Eck first reported a position in SDY in Q4 2017 and has held it in 34 quarters since. The position peaked at $39.2K in Q1 2024. 1,240 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

McIlrath & Eck held 181 shares of State Street SPDR S&P Dividend ETF worth $26.4K as of Q1 2026.
McIlrath & Eck left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #728 holding.
McIlrath & Eck first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and has held it in 34 quarters since.
McIlrath & Eck's State Street SPDR S&P Dividend ETF position peaked at $39.2K in Q1 2024.
1,240 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.