MSH Capital Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

MSH Capital Advisors’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	$13.4M	Buy	91,692 +7,730	+9%	+$1.15M	2.83%	3
2025 Q4	$11.7M	Buy	83,962 +2,858	+4%	+$398K	2.5%	3
2025 Q3	$11.4M	Buy	81,104 +1,899	+2%	+$265K	3.04%	2
2025 Q2	$10.8M	Buy	79,205 +4,894	+7%	+$649K	3.1%	1
2025 Q1	$10.1M	Buy	74,311 +5,981	+9%	+$804K	3.12%	1
2024 Q4	$9.03M	Buy	68,330 +5,667	+9%	+$791K	2.84%	2
2024 Q3	$8.9M	Buy	62,663 +5,072	+9%	+$686K	2.72%	2
2024 Q2	$7.32M	Buy	57,591 +4,220	+8%	+$544K	2.45%	5
2024 Q1	$7M	Buy	53,371 +9,712	+22%	+$1.22M	2.46%	4
2023 Q4	$5.46M	Buy	43,659 +11,848	+37%	+$1.39M	2.04%	7
2023 Q3	$3.66M	Buy	31,811 +2,741	+9%	+$335K	1.44%	14
2023 Q2	$3.56M	Buy	29,070 +985	+4%	+$120K	1.31%	16
2023 Q1	$3.47M	Buy	28,085 +2,560	+10%	+$322K	1.48%	12
2022 Q4	$3.19M	Sell	25,525 -3,294	-11%	-$407K	1.44%	12
2022 Q3	$3.21M	Buy	28,819 +1,933	+7%	+$238K	1.58%	11
2022 Q2	$3.19M	Buy	26,886 +6,863	+34%	+$856K	1.48%	12
2022 Q1	$2.57M	Buy	20,023 +2,011	+11%	+$254K	1.06%	22
2021 Q4	$2.33M	Buy	+18,012	New	+$2.24M	1.04%	26

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

MSH Capital Advisors's SDY Position: Q1 2026 in Review

MSH Capital Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 9.2% in Q1 2026, buying an estimated $1.15M and bringing the position to 91,692 shares worth $13.4M. The position accounts for 2.83% of the portfolio, ranked #3.

MSH Capital Advisors first reported a position in SDY in Q4 2021 and has held it in 18 quarters since. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

MSH Capital Advisors held 91,692 shares of State Street SPDR S&P Dividend ETF worth $13.4M as of Q1 2026.
MSH Capital Advisors bought 7,730 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $1.15M.
State Street SPDR S&P Dividend ETF made up 2.83% of MSH Capital Advisors's portfolio in Q1 2026, its #3 holding.
MSH Capital Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 18 quarters since.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.