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 Q2	$26.3K	Buy	173 +15	+9%	+$2.23K	﹤0.01%	420
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 $1.55T 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

MV Capital Management's SDY Position: Q2 2026 in Review

MV Capital Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 9.5% in Q2 2026, buying an estimated $2.23K and bringing the position to 173 shares worth $26.3K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

MV Capital Management first reported a position in SDY in Q4 2021 and has held it in 19 quarters since. 1,247 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

MV Capital Management held 173 shares of State Street SPDR S&P Dividend ETF worth $26.3K as of Q2 2026.
MV Capital Management bought 15 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $2.23K.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #420 holding.
MV Capital Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 19 quarters since.
1,247 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.