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 Q2	$357K	Buy	2,346 +120	+5%	+$17.9K	0.02%	264
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

McKinley Carter Wealth Services's SDY Position: Q2 2026 in Review

McKinley Carter Wealth Services increased its State Street SPDR S&P Dividend ETF (SDY) stake by 5.4% in Q2 2026, buying an estimated $17.9K and bringing the position to 2,346 shares worth $357K. The position accounts for 0.02% of the portfolio, ranked #264.

McKinley Carter Wealth Services first reported a position in SDY in Q4 2019 and has held it in 6 quarters since. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

McKinley Carter Wealth Services held 2,346 shares of State Street SPDR S&P Dividend ETF worth $357K as of Q2 2026.
McKinley Carter Wealth Services bought 120 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $17.9K.
State Street SPDR S&P Dividend ETF made up 0.02% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #264 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 6 quarters since.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.