MidAtlantic Capital Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

MidAtlantic Capital 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 Q1	$332K	Hold	2,274	–	–	0.23%	73
2025 Q4	$316K	Hold	2,274	–	–	0.2%	73
2025 Q3	$318K	Hold	2,274	–	–	0.22%	72
2025 Q2	$309K	Sell	2,274 -205	-8%	-$27.2K	0.22%	73
2025 Q1	$336K	Hold	2,479	–	–	0.26%	67
2024 Q4	$327K	Hold	2,479	–	–	0.24%	66
2024 Q3	$352K	Hold	2,479	–	–	0.26%	65
2024 Q2	$315K	Hold	2,479	–	–	0.26%	65
2024 Q1	$325K	Hold	2,479	–	–	0.29%	63
2023 Q4	$310K	Buy	+2,479	New	+$291K	0.3%	62

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

MidAtlantic Capital Management's SDY Position: Q1 2026 in Review

MidAtlantic Capital Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 2,274 shares worth $332K. The position accounts for 0.23% of the portfolio, ranked #73.

MidAtlantic Capital Management first reported a position in SDY in Q4 2023 and has held it in 10 quarters since. The position peaked at $352K in Q3 2024. 1,233 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

MidAtlantic Capital Management held 2,274 shares of State Street SPDR S&P Dividend ETF worth $332K as of Q1 2026.
MidAtlantic Capital Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2026.
State Street SPDR S&P Dividend ETF made up 0.23% of MidAtlantic Capital Management's portfolio in Q1 2026, its #73 holding.
MidAtlantic Capital Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 10 quarters since.
MidAtlantic Capital Management's State Street SPDR S&P Dividend ETF position peaked at $352K in Q3 2024.
1,233 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.