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

McNaughton 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
Q2 		$1.53M Sell
10,042
-111
-1% -$16.5K 0.54% 48
2026
Q1 		$1.48M Sell
10,153
-532
-5% -$79.3K 0.61% 47
2025
Q4 		$1.49M Sell
10,685
-69
-0.6% -$9.6K 0.61% 47
2025
Q3 		$1.51M Sell
10,754
-89
-0.8% -$12.4K 0.64% 48
2025
Q2 		$1.47M Buy
10,843
+44
+0.4% +$5.83K 0.66% 45
2025
Q1 		$1.47M Sell
10,799
-898
-8% -$121K 0.71% 39
2024
Q4 		$1.55M Sell
11,697
-219
-2% -$30.6K 0.74% 30
2024
Q3 		$1.69M Buy
11,916
+773
+7% +$105K 0.82% 29
2024
Q2 		$1.42M Buy
11,143
+517
+5% +$66.6K 0.75% 28
2024
Q1 		$1.39M Sell
10,626
-23
-0.2% -$2.88K 0.77% 27
2023
Q4 		$1.33M Buy
10,649
+258
+2% +$30.3K 0.79% 28
2023
Q3 		$1.2M Buy
10,391
+153
+1% +$18.7K 0.79% 30
2023
Q2 		$1.25M Hold
10,238
– – 0.8% 32
2023
Q1 		$1.27M Sell
10,238
-29
-0.3% -$3.65K 0.84% 28
2022
Q4 		$1.28M Buy
10,267
+452
+5% +$55.8K 0.88% 27
2022
Q3 		$1.09M Buy
9,815
+80
+0.8% +$9.85K 0.8% 27
2022
Q2 		$1.16M Buy
9,735
+577
+6% +$71.9K 0.82% 29
2022
Q1 		$1.17M Hold
9,158
– – 0.76% 27
2021
Q4 		$1.2M Sell
9,158
-105
-1% -$13.1K 0.78% 25
2021
Q3 		$1.09M Sell
9,263
-155
-2% -$19K 0.77% 24
2021
Q2 		$1.15M Sell
9,418
-124
-1% -$15.3K 0.81% 25
2021
Q1 		$1.13M Sell
9,542
-65
-0.7% -$7.29K 0.86% 25
2020
Q4 		$1.02M Sell
9,607
-278
-3% -$28.1K 0.81% 27
2020
Q3 		$913K Buy
9,885
+921
+10% +$86.9K 0.8% 29
2020
Q2 		$818K Buy
8,964
+5,290
+144% +$465K 0.76% 29
2020
Q1 		$293K Buy
+3,674
New +$362K 0.31% 38

Other funds holding SDY

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MSA
Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

McNaughton Wealth Management's SDY Position: Q2 2026 in Review

McNaughton Wealth Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.1% in Q2 2026, selling an estimated $16.5K and leaving 10,042 shares worth $1.53M. The position accounts for 0.54% of the portfolio, ranked #48.

McNaughton Wealth Management first reported a position in SDY in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.69M in Q3 2024. 604 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

  • McNaughton Wealth Management held 10,042 shares of State Street SPDR S&P Dividend ETF worth $1.53M as of Q2 2026.
  • McNaughton Wealth Management sold 111 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $16.5K.
  • State Street SPDR S&P Dividend ETF made up 0.54% of McNaughton Wealth Management's portfolio in Q2 2026, its #48 holding.
  • McNaughton Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2020 and has held it in 26 quarters since.
  • McNaughton Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $1.69M in Q3 2024.
  • 604 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.