MTM Investment Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

MTM Investment 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	$265K	Buy	1,743 +328	+23%	+$48.9K	0.08%	187
2026 Q1	$207K	Hold	1,415	–	–	0.07%	198
2025 Q4	$197K	Sell	1,415 -800	-36%	-$111K	0.06%	200
2025 Q3	$310K	Sell	2,215 -35	-2%	-$4.88K	0.1%	168
2025 Q2	$305K	Hold	2,250	–	–	0.1%	165
2025 Q1	$305K	Hold	2,250	–	–	0.12%	158
2024 Q4	$297K	Hold	2,250	–	–	0.11%	154
2024 Q3	$317K	Hold	2,250	–	–	0.12%	146
2024 Q2	$286K	Hold	2,250	–	–	0.12%	150
2024 Q1	$295K	Hold	2,250	–	–	0.12%	153
2023 Q4	$281K	Hold	2,250	–	–	0.13%	147
2023 Q3	$259K	Hold	2,250	–	–	0.13%	140
2023 Q2	$276K	Hold	2,250	–	–	0.13%	143
2023 Q1	$278K	Hold	2,250	–	–	0.14%	142
2022 Q4	$281K	Sell	2,250 -151	-6%	-$18.6K	0.15%	139
2022 Q3	$268K	Buy	2,401 +1	+0%	+$123	0.15%	137
2022 Q2	$289K	Sell	2,400 -124	-5%	-$15.5K	0.16%	135
2022 Q1	$323K	Buy	2,524 +126	+5%	+$15.9K	0.16%	130
2021 Q4	$310K	Buy	2,398 +1	+0%	+$124	0.15%	131
2021 Q3	$282K	Buy	2,397 +1	+0%	+$122	0.15%	124
2021 Q2	$293K	Buy	2,396 +1	+0%	+$124	0.15%	122
2021 Q1	$283K	Sell	2,395 -199	-8%	-$22.3K	0.16%	121
2020 Q4	$275K	Buy	+2,594	New	+$262K	0.17%	117

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

MTM Investment Management's SDY Position: Q2 2026 in Review

MTM Investment Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 23% in Q2 2026, buying an estimated $48.9K and bringing the position to 1,743 shares worth $265K. The position accounts for 0.08% of the portfolio, ranked #187.

MTM Investment Management first reported a position in SDY in Q4 2020 and has held it in 23 quarters since. The position peaked at $323K in Q1 2022. 1,235 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

MTM Investment Management held 1,743 shares of State Street SPDR S&P Dividend ETF worth $265K as of Q2 2026.
MTM Investment Management bought 328 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $48.9K.
State Street SPDR S&P Dividend ETF made up 0.08% of MTM Investment Management's portfolio in Q2 2026, its #187 holding.
MTM Investment Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and has held it in 23 quarters since.
MTM Investment Management's State Street SPDR S&P Dividend ETF position peaked at $323K in Q1 2022.
1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.