McKinley Carter Wealth Services’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

McKinley Carter Wealth Services’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	$325K	Hold	2,226	–	–	0.02%	252
2025 Q4	$310K	Buy	+2,226	New	+$310K	0.02%	272
2021 Q4	–	Sell	-1,872	Closed	-$220K	–	293
2021 Q3	$220K	Buy	1,872 +182	+11%	+$22.3K	0.02%	270
2021 Q2	$207K	Buy	+1,690	New	+$209K	0.02%	278
2020 Q1	–	Sell	-610	Closed	-$66K	–	174
2019 Q4	$66K	Buy	+610	New	+$64K	0.02%	174

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

McKinley Carter Wealth Services's SDY Position: Q1 2026 in Review

McKinley Carter Wealth Services held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 2,226 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #252.

McKinley Carter Wealth Services first reported a position in SDY in Q4 2019 and has held it in 5 quarters since. 1,233 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

McKinley Carter Wealth Services held 2,226 shares of State Street SPDR S&P Dividend ETF worth $325K as of Q1 2026.
McKinley Carter Wealth Services left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
State Street SPDR S&P Dividend ETF made up 0.02% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #252 holding.
McKinley Carter Wealth Services first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 5 quarters since.
1,233 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.