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

MV 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	$23.1K	Hold	158	–	–	﹤0.01%	425
2025 Q4	$22K	Hold	158	–	–	﹤0.01%	427
2025 Q3	$22.1K	Hold	158	–	–	﹤0.01%	434
2025 Q2	$21.4K	Hold	158	–	–	﹤0.01%	432
2025 Q1	$21.4K	Hold	158	–	–	﹤0.01%	422
2024 Q4	$20.9K	Hold	158	–	–	﹤0.01%	418
2024 Q3	$22.4K	Hold	158	–	–	﹤0.01%	418
2024 Q2	$20.1K	Hold	158	–	–	﹤0.01%	416
2024 Q1	$20.7K	Hold	158	–	–	﹤0.01%	419
2023 Q4	$19.7K	Hold	158	–	–	﹤0.01%	423
2023 Q3	$18.2K	Hold	158	–	–	﹤0.01%	406
2023 Q2	$19.4K	Hold	158	–	–	﹤0.01%	410
2023 Q1	$19.5K	Hold	158	–	–	﹤0.01%	406
2022 Q4	$19.8K	Hold	158	–	–	﹤0.01%	346
2022 Q3	$18K	Hold	158	–	–	﹤0.01%	353
2022 Q2	$19K	Hold	158	–	–	﹤0.01%	327
2022 Q1	$20K	Hold	158	–	–	﹤0.01%	340
2021 Q4	$20K	Buy	+158	New	+$19.7K	﹤0.01%	327

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

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

MV Capital Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2026 at 158 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

MV Capital Management first reported a position in SDY in Q4 2021 and has held it in 18 quarters since. 1,234 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

MV Capital Management held 158 shares of State Street SPDR S&P Dividend ETF worth $23.1K as of Q1 2026.
MV 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 ﹤0.01% of MV Capital Management's portfolio in Q1 2026, its #425 holding.
MV Capital Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 18 quarters since.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.